Senior Portfolio Manager

5 days ago

Delhi, Delhi, India beBeeBusiness Full time US$ 1,00,000 - US$ 1,20,000

Job Title: Business Growth Strategist

About this role:

  • Drive customer retention and expansion by managing a portfolio of business, ensuring successful project delivery, prospecting for new cross-sell & upsell opportunities, and creating innovative solutions.

Key responsibilities:

  • Portfolio Management:
    • Build and nurture relationships with key stakeholders, including champions and economic buyers.
    • Monitor account-level margins to ensure profitability. Liaise with Revenue Operations team on invoicing, revenue recognition, financial forecasting.
    • Ensure deliverables are aligned with customer success metrics through Mutual Success Plans.
    • Secure renewal agreements and identify cross-sell and upsell opportunities.
  • Prospecting and Solution Architecture:
    • Map customer organizations to uncover new personas and decision-makers.
    • Perform discovery calls to prospects for new use cases and solutions.
    • Develop tailored solutions suited for customer's use case.
    • Develop reusable case studies and impactful sales materials (solution briefs, presentations).
    • Conduct market research to strategically align solutions with customer pain points and industry trends.
  • Delivery and Collaboration:
    • Act as the customer's voice within the organization, ensuring all teams are aligned to deliver exceptional customer experience.
    • Collaborate with Technical Owners and Subject Matter Experts to ensure smooth and agile project execution.
    • Set up an account pod structure for each customer, incorporating members from various functions such as technical owners, engineering, product, AI/ML, and more.
    • Pull in relevant teams as necessary to ensure comprehensive solutions are delivered to the customer.
    • Conduct regular project reviews to maintain quality.
  • Key Metrics:
    • Net Revenue Retention (NRR): Includes renewal, upsell, and cross-sell dollars.
    • Utilization percentage (hours, credits)
    • Account health indicators (business reviews, mutual success plans, NPS)
    • Discovery calls for new use cases (cross-sell)
    • Customer advocacy (testimonials, references, case studies & collaterals building)

Required skills and qualifications:

  • Education: Bachelor's degree in Bioinformatics, Life Sciences, or a related field (MBA preferred).
  • Experience: 5+ years in customer-facing roles, with a focus on business development, customer success, or solution selling (Bioinformatics/Life Sciences preferred).
  • Technical Skills: Strong understanding of bioinformatics platforms; experience in cloud/software/ML is a plus.
  • Customer Relationship Management: Proven ability to manage client relationships, uncover opportunities for cross-sell/upsell, and ensure solutions align with business objectives.
  • Communication & Collaboration: Excellent problem-solving skills and ability to work across teams.
  • Tools: Proficiency in Salesforce, LinkedIn Sales Navigator, and project management tools.

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