Enterprise Portfolio Manager

Craftsman Technology Group; Boston (MA); Hybrid; USD 100,000 - 145,000; Full time

Benefits offered by this job

Medical benefits

Disability insurance

Retirement plan

Job summary

Craftsman Technology Group in Boston, MA is seeking an Enterprise Portfolio Manager (EPM) to lead a portfolio of strategic nonprofit clients. You will define near- and long-term goals, facilitate conversations with senior stakeholders, and craft actionable recommendations.

This senior, client-facing role oversees multi-workstream delivery across technology assessments, ongoing support, deployments, and transformative projects.

Qualifications

• Proven experience managing complex, enterprise-level projects or programs for clients with dynamic needs.
• Deep knowledge of nonprofit/public sector technology needs and solutions.
• Expert-level relationship management with C-suite and Executive Director-level stakeholders.
• Ability to lead internal and client-facing conversations with confidence.
• Identify and resolve team dynamics issues to keep delivery on track.

Responsibilities

• Lead a portfolio of clients with complex technology needs and multiple workstreams.
• Guide clients in creating strategies for near-, medium-, and long-term priorities.
• Review, prioritize, and balance work across workstreams to meet priorities.
• Identify portfolio-level growth opportunities across service lines.
• Manage budget and contribute to overall firm profitability.
• Serve as the senior escalation point for the portfolio and direct corrective action.
• Develop enterprise-client best practices and mentor the team.
• Contribute to Craftsman’s Service Delivery Methodology.
• Responsibilities may evolve with the firm’s needs.

Skills

Enterprise portfolio management

Relationship management

Executive stakeholder advisory

Cross-functional leadership

AI tools familiarity

Travel flexibility

Tools

Salesforce

Job description

Craftsman Technology Group is an employee-owned firm that supports mission-driven organizations. Our work spans community and economic development, community health, arts and historical institutions, and organizations fostering inclusive communities. We believe technology can be an effective vehicle for change.

• Our mission: to help nonprofit organizations grow and thrive.
• Our values: be transparent and honest; be fair and accountable; be independent and objective; and be good to our staff, our communities, and the world.

We are seeking a Enterprise Portfolio Manager (EPM), a client-facing, senior-level position, who will bring these same values and passion to help mission-driven organizations. This is a full-time, salaried role reporting to a Practice Director. Note: this is not a sales position, does not carry a revenue goal nor does it have a commission associated with it.

Job Summary:

As an Enterprise Portfolio Manager (EPM), you will lead a portfolio of strategic clients. In partnership with practice leadership, you will create strategic plans to define near and long-term goals for organizations. You are a capable leader, active listener, and are comfortable facilitating conversations with stakeholders at all levels of an organization. You are able to make clear, actionable recommendations on priorities and approach.

As EPM, you are responsible for organizing work and resources across Craftsman’s suite of technical services, including technology assessments, on-ongoing support, incremental deployments, and transformative projects, to deliver efficiently on the client’s strategic objectives. You own the strategic roadmap and direct execution across every workstream serving that client. You will have a deep understanding of a client’s goals and evaluate and balance work across multiple workstreams to ensure resources are well utilized and timelines are met.

While client success roles focus on day-to-day relationship health and support, the EPM operates a level up, overseeing day-to-day delivery across your portfolio, and translating what you see into the bigger picture. As EPM, you own multi-year strategy, cross-workstream sequencing, and portfolio-level outcomes, partnering closely with practice leadership on budget performance and resourcing decisions across your portfolio. This role does not involve direct people-management responsibility, though an EPM is considered Senior Staff. As such, an EPM is responsible for coaching and ensuring a productive work culture.

Job Responsibilities:

• Lead a portfolio of clients with complex technology needs and multiple workstreams, spanning multiple systems, platforms and vendor relationships
• Guide clients in creating strategies to account for near-, medium- and long-term priorities at their organization
• Review, prioritize, and balance work across workstreams to meet client’s short and long term strategic priorities
• Identify and cultivate portfolio-level growth opportunities across service lines, and support business development in realizing income
• Manage budget and contribute to overall firm profitability
• Serve as the senior escalation point for the portfolio, diagnosing root causes and directing corrective action across teams
• Develop enterprise-client best practices and mentor the team of professionals
• Contribute to the ongoing development of Craftsman’s Service Delivery Methodology
• Responsibilities, expectations, and priorities may evolve over time to reflect the changing needs of the firm and our clients.

Required Qualifications:

• Proven experience managing complex, enterprise-level projects or programs for clients with dynamic, evolving needs, including multiple concurrent workstreams, shifting priorities, and competing deadlines
• Deep knowledge of the nonprofit or public sector's technology needs and solutions landscape
• Expert-level relationship management skills, with a demonstrated ability to build trust with and proactively advise C-suite and Executive Director-level stakeholders
• Demonstrated ability to lead internal and client-facing conversations with equal confidence
• Skilled at identifying and resolving team dynamics issues internally, cross-functionally, and with clients, to keep delivery on track
• 7-10 years' experience either in a client-facing consulting role or as a nonprofit professional, with a track record of progressive growth into senior leadership or strategic responsibility
• Comfortable incorporating AI tools (such as Claude) into day-to-day business work
• Claude Certified Associate – Foundations certification, held at hire or completed within 60 days
• Flexibility to travel on occasion

Preferred Qualifications:

• Demonstrated technical depth in at least one relevant CRM (e.g. Salesforce) or other enterprise-grade nonprofit technology platform
• Certified Project Management Professional (PMP) or Certified ScrumMaster (CSM)

Salary Hiring Range:

• $100,000 - $145,000

Job Location:

• Boston, MA (hybrid) or virtual (contiguous US)

Benefits:

• Company-supported medical, dental, vision
• Company-provided short- and long-term disability
• 401k & Roth IRA retirement options with a company match (available 90 days after hire date)
• Employee ownership (following 1,000 hours of service after hire date, approx. 6 months)
• 4 weeks accrued paid-time-off (PTO) per year
• 10 paid company holidays and 2 paid floating holidays (individual’s choice) per year
• CTG’s commitment to professional development and advancement
• Work culture aiming toward work/life balance

Important Note:

• Applicants must be eligible to work in the US. H1-B sponsorship is not available.
• Our headquarters is in Boston, MA. We have a strong virtual culture with staff located throughout the contiguous United States and our hiring focus aligns with our current operational needs. We are unable to hire candidates living outside the contiguous United States.