Wunderkind
Portfolio Manager
Wunderkind, New York, NY, United States
Portfolio Manager
The Enterprise Portfolio Manager (PM) serves as Wunderkind's financial and legal stakeholder in managing our largest enterprise clients. This role leads contractual execution, ensures timely payments, and drives pricing initiatives throughout the enterprise book of business. Success metrics for this role include ARR Renewal Rate, Upsell Bookings, and Payments Compliance.
The PM will manage a portfolio of enterprise clients, focusing on negotiating renewals, managing timelines, expanding client engagements, and ensuring compliance with contractual terms. Ideal candidates bring client-facing skills, analytical rigor, and meticulous attention to detail, enabling them to execute agreements that are mutually beneficial to Wunderkind and our clients.
This role offers the opportunity to collaborate with some of the world's most prominent consumer brands, leveraging cutting-edge technology to drive personalized, high-performing marketing solutions.
Key Qualities of a Successful Candidate
Contractual and Financial Oversight (70%)
Occasional travel may be necessary for client meetings, portfolio reviews, and strategic initiatives as required
On the fence? Apply anyway! We know that imposter syndrome can get in the way of meeting incredible candidates, and don't want it to get in the way of meeting you!
Learn More About Our Company, Culture and 5 Core Values:
DRIVE UNDENIABLE PERFORMANCE:
The base salary range for this role is $78,000-$95,000. In addition to the base salary, this role includes the eligibility for the team's variable incentive plan.Compensation packages are based on several factors that are unique to each specific candidate; including but not limited to skill set, depth of experience, applicable certifications.
The Enterprise Portfolio Manager (PM) serves as Wunderkind's financial and legal stakeholder in managing our largest enterprise clients. This role leads contractual execution, ensures timely payments, and drives pricing initiatives throughout the enterprise book of business. Success metrics for this role include ARR Renewal Rate, Upsell Bookings, and Payments Compliance.
The PM will manage a portfolio of enterprise clients, focusing on negotiating renewals, managing timelines, expanding client engagements, and ensuring compliance with contractual terms. Ideal candidates bring client-facing skills, analytical rigor, and meticulous attention to detail, enabling them to execute agreements that are mutually beneficial to Wunderkind and our clients.
This role offers the opportunity to collaborate with some of the world's most prominent consumer brands, leveraging cutting-edge technology to drive personalized, high-performing marketing solutions.
Key Qualities of a Successful Candidate
- Financial Acumen: Strong understanding of financial metrics, pricing strategies, and contractual agreements, with the ability to evaluate and optimize business outcomes.
- Negotiation Skills: Expertise in structuring agreements, managing complex negotiations, and ensuring terms align with both client objectives and Wunderkind's goals.
- Collaboration Skills: Proven ability to work cross-functionally with internal teams (Sales, Product, Legal) and external stakeholders to coordinate efforts and deliver results.
- Detail Orientation: Meticulous attention to detail in managing contracts, payment terms, and legal obligations to mitigate risks and ensure compliance.
- Strategic Thinking: Ability to identify opportunities for client growth, align initiatives with long-term objectives, and develop actionable strategies.
- Communication Excellence: Strong written and verbal communication skills, capable of presenting complex concepts clearly and influencing stakeholders.
- Professional Demeanor: Personable, polished, and adaptable, with the maturity to navigate enterprise environments effectively.
Contractual and Financial Oversight (70%)
- Lead the negotiation and execution of client renewals, expansions, and pricing initiatives.
- Collaborate with Legal and Deal Desk teams to draft, review, and finalize contracts.
- Monitor payment schedules to ensure compliance, follow up on overdue payments, and address billing discrepancies promptly.
- Develop and manage accurate renewal forecasts, providing regular updates to leadership.
- Ensure contractual obligations are met while identifying opportunities for upsell or cross-sell.
- Act as the financial and contractual point of contact for enterprise clients, building strong relationships with decision-makers.
- Manage our CRM records and forecasts to ensure timely and accurate data for your portfolio.
- Partner with Wunderkind's Client Executives to align contractual agreements with client objectives and Wunderkind's value propositions.
- Address escalations related to contract terms, payment issues, or pricing concerns in collaboration with relevant teams.
- Drive initiatives to improve pricing models, contract workflows, and payment processes.
- Contribute to the development of scalable best practices for managing enterprise accounts, including renewal strategies and payment compliance.
- 5+ years of professional experience in finance, accounting, analytics, sales, or other function with exposure to contractual agreements.
- Strong understanding of financial metrics, including ARR, gross margins, and payment compliance.
- Experience navigating contractual and pricing discussions with legal and procurement teams.
- Exceptional analytical skills, with the ability to interpret data and make informed business decisions.
- Excellent organizational and time management skills, with the ability to handle multiple priorities.
Occasional travel may be necessary for client meetings, portfolio reviews, and strategic initiatives as required
On the fence? Apply anyway! We know that imposter syndrome can get in the way of meeting incredible candidates, and don't want it to get in the way of meeting you!
Learn More About Our Company, Culture and 5 Core Values:
DRIVE UNDENIABLE PERFORMANCE:
- Wunderkind is a leading performance marketing engine that delivers tailored experiences at scale
- Digital businesses use Wunderkind to remember who users are better than ever before, allowing them to deliver high-performing, one-to-one messages on websites, through emails and texts, and in ads at a scale that's not otherwise possible.
- Driving $1.2 billion dollars annually in revenue for top eComm brands including Hugo Boss, Cole Hann, Fender, Bed Bath & Beyond, Gucci and more
- Incredible growth and promotion opportunities for top performing employees whether it be a leadership track or building out your own unique specialities
- Unwavering commitment to culture, community, office events, and DEI initiatives
- Fully stocked snacks, beverages, and weekly sandwich bar or catered lunch
- Exceptional management training programs and internal opportunities for 1:1 coaching
- Company support and flexibility through all professional, personal, political, and world news and development
- Generous work life balance with 20 days PTO, 1 floating holiday, 14 National Holiday closures, Summer Fridays, 2 weeks of Newly-Wed PTO, Maternity & Paternity leave offerings
- Proud to be an equal opportunity and safe workplace
- Strongly committed to equal employment opportunities for all races, colors, ancestries, national origins, marital statuses, age, citizenship, disabilities, genders or gender identities, or Veteran status
The base salary range for this role is $78,000-$95,000. In addition to the base salary, this role includes the eligibility for the team's variable incentive plan.Compensation packages are based on several factors that are unique to each specific candidate; including but not limited to skill set, depth of experience, applicable certifications.