Solutions Portfolio Manager - Document AI & DMS

Socket.dev

United States

Remote

USD 115,000 - 125,000

Full time

5 days ago
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Benefits offered by this job

Medical/dental insurance
Retirement plan (401K)
Tuition assistance
Paid time off

Job summary

Ricoh is seeking a Solutions Portfolio Manager to lead a portfolio of Document Management and Intelligent Document Processing offerings in the United States. You will drive planning, governance, pricing, packaging, and readiness for transact/sell/service across a matrixed organization including Sales, Operations, Product, and Enablement.

The role requires 5+ years managing a revenue-bearing portfolio, strong analytics, and experience with portfolio prioritization.

Qualifications

  • Bachelor’s degree or equivalent experience required.
  • 5+ years with demonstrated ownership of a P&L or revenue-bearing portfolio.
  • Track record of growing a portfolio with quantifiable revenue or margin impact.
  • Experience with Document Management and/or Document Intelligence is a plus.

Responsibilities

  • Drive sub-portfolio planning, governance recommendations, and lifecycle decisions.
  • Oversee sub-portfolio performance analysis and reporting, measure financial outcomes, implement risk mitigation strategies, and drive corrective actions
  • Accountable for execution, managing risks, and escalating issues early to protect launch dates and performance outcomes.
  • Conduct MBRs and QBRs to ensure sub-portfolio transparency and financial alignment
  • Gather voice of the customer feedback to inform portfolio decision making
  • Advocate for portfolio services and solutions (internal and customer facing)
  • Own business cases and portfolio prioritization for sub-portfolio
  • Produce decision-ready inputs for stage gates and leadership reviews: readiness evidence, risks/issues, dependencies, and cost-to-serve impacts.
  • Own readiness checklists and follow-through across transact/sell/service/support: ordering/provisioning prerequisites, pricing/packaging guardrails, onboarding flows, SLAs, enablement, and support handoffs.
  • Cross‑Functional Alignment Across Matrixed Organization: Ensure Design, Operations, Sales, and Marketing are aligned to quarterly priorities and OKRs.

Skills

P&L ownership
Portfolio management
Cross-functional leadership
Analytical mindset
Excel proficiency
BI/CRM reporting

Education

Bachelor’s degree

Tools

Aha or similar PM tools

Job description

Ricoh is seeking a Solutions Portfolio Manager to lead a portfolio of Document Management and Intelligent Document Processing offerings in the United States. You will drive planning, governance, pricing, packaging, and readiness for transact/sell/service across a matrixed organization including Sales, Operations, Product, and Enablement.

The role requires 5+ years managing a revenue-bearing portfolio, strong analytics, and experience with portfolio prioritization.

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