The Senior Portfolio Manager – Institutional will be responsible for the oversight and management of the Institutional portfolio. The person will collaborate with the Sr. Director of Marketing & Business Analytics on pricing, new product launches (NPL), customer strategy, budget, and forecasting. This function is critical to effective marketing strategies and financial achievement of the Institutional portfolio.
Essential Functions:
Execution of customer P&L’s in support of pricing decisions and financials of the product/portfolio, customer strategies and RFP’s/Bids. As part of RFP process, this role will be responsible for review of all requirements that will support the successful execution of the RFP/Bid submission with respective P&L analysis; while maintaining adequate records and uploading system related data/document in a timely manner.
Manage preparedness for NPL, including cross-functional alignment to execute successful institutional product launches. Develop sales forecasts through financial modeling leveraging IMS data, market insights and customer strategies. Responsible for monthly reporting of portfolio sales performance and outcomes of strategic initiatives for the portfolio and new product launches. Support Portfolio and Business Development with institutional product opportunities/inquires.
Analyze sales reports to provide strategic guidance on customers and products to achieve financial target. Execute monthly sales and marketing reports to showcase portfolio performance and tracking against target.
Collaborate with cross-functional teams to support timely and accurate products and prices uploads in respective systems (e.g. such as JDE and BI SAP). Review direct and indirect contracts in respective systems routinely to ensure accuracy of product and pricing set-up. Manage accurate and timely product and pricing records.
Partner with internal teams (Sales Team, Customer Relations, Supply Chain, Pricing and Sales Operations) to develop strategies that drives product/portfolio sales performance.
Coach and support marketing operations manager to learn relevant/cross team activities that add value to the overall marketing team (e.g. Sales & Marketing Reporting).
Additional Responsibilities:
Cross-functional support to Marketing Operations activities such as forecasting, supply vs. demand and sales report generation.
Education:
Bachelors Degree (BA/BS) Accounting, Finance or Marketing - Required
Master Degree (MBA) MBA a plus - Preferred
Experience:
8 years or more in Eight years of experience in business analytics applicable to areas such as pricing, sales and budgeting
5 years or more in Five years of experience in pricing, portfolio management and revenue with generic institutional products strongly preferred
Skills:
Strong Analytical Skills - Advanced
Strong verbal and written skills - Advanced
Ability to interact with upper management - Advanced
Ability to work independently and good problem solving skills - Advanced
Strong computer skills including Excel and other Microsoft applications - Advanced
Specialized Knowledge:
Finance business analytics, IMS, Databanks and general understanding of BI SAP Tool