Portfolio Manager

DOSS
San Francisco, CA
On-siteCareer-pivot friendly

Who this role is best for

Best suited to candidates with leadership experience in operations or product management working in fast-growing physical product businesses.

Best fit for

  • Candidates with leadership experience in operations or product management and a background in high-pressure environments
    — “You've thrived in high-pressure environments — startups, consulting, finance”
  • Candidates with a strong ability to translate complex business processes into technical product configurations
    — “Translate process flows into product design and configuration within the DOSS platform”

Things to consider

  • This role demands a high level of technical understanding and collaboration across multiple disciplines
    — “Everything in our business is highly interconnected across people, process, and technology”
  • The role requires managing a team while being deeply involved in client projects
    — “You'll lead a team of FDPMs across a portfolio of upper mid-market and enterprise clients”

How to stand out

  • Highlight your ability to manage complex client implementations and lead teams effectively
    — “Lead a team of FDPMs across a portfolio of upper mid-market and enterprise clients”
  • Demonstrate your hands-on approach with specific examples from your past work
    — “You're not just directing, you're doing”
  • Emphasize your problem-solving frameworks and client management skills in your resume and interviews
    — “Coach your FDPM on client management, problem-solving frameworks, and delivery quality”
Pace · Fast PacedCollaboration · HighAutonomy · HighDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • managing complex client relationships
  • leading a team of product managers
  • implementing product design and configuration
  • driving automation and AI improvements
Typical background
leadership experience in engineering, consulting, finance, operations, product operations, or technical program management

Skills & requirements

Required

LeadershipProject_managementTeam_managementProduct_designData_analysisCustomer_relationship_management

Preferred

Technical_skillsProduct_managementAutomation

Stack & domain

LeadershipProduct ManagementData AnalysisProject ManagementCustomer PartnershipTeam ManagementProduct DesignImplementationGo-live SupportAutomationAISQLCommunicationProblem-solvingTeamworkStrategic ThinkingAdaptabilityInnovationHigh-intensityTechnical UnderstandingIntellectual FirepowerAnalytical MindsetFinanceOperationsERPAi-native PlatformPhysical Product BusinessesCustomer Lifecycle Processes

About the role

Original posting from DOSS via Ashby

ABOUT DOSS

DOSS IS BUILDING AN OPERATIONS CLOUD FOR THE REAL WORLD.

A modern, AI-native platform for physical product businesses to manage the flow of goods, dollars, and data in real time, across:

  • Procurement
  • Inventory
  • Orders
  • Fulfillment
  • Finance

Built to replace spreadsheet chaos and rigid, consultant-heavy ERPs. Fast time-to-value, adaptable as the business evolves.

Through our Adaptive Resource Platform (ARP) and unified operational data model, teams deploy quickly, automate workflows, and make changes without months of re-implementation.

We recently raised a $55M Series B https://www.doss.com/news/doss-raises-55m-series-b, co-led by Madrona and Premji Invest. Participation from Intuit Ventures, Theory Ventures, General Catalyst, Contrary Capital, and Pathlight VC.

DOSS is trusted by fast-growing operators to run critical operations with speed, control, and confidence.

ABOUT THE ROLE

Doss's Forward Deployed Services (FDS) team is the core engine of DOSS and the success of our customers. The Portfolio Manager sits at the intersection of product, data, operations, implementation, and customer partnership — leading a team of Forward Deployed Product Manager (FDPM) ICs while staying deeply hands-on yourself.

You'll own a portfolio of Doss's most complex, high-value client relationships and lead your team through the full post-sales lifecycle:

  • Discovery: partnering with cross-functional client leadership to analyze operational and financial workflows (flow of goods, information, and money)
  • Product Design: data model, workflows, and integrations
  • Build/Configure on the DOSS/ERP platform
  • UAT and Go-live

You'll manage a team of Forward Deployed Product Managers, setting the standard for quality and pace while staying in the weeds alongside your team. This is a player-coach role - you're not just directing, you're doing.

WHAT YOU'LL DO

  • Lead a team of FDPMs across a portfolio of upper mid-market and enterprise clients — you're accountable for team output, client outcomes, and individual development
  • Stay hands-on across the e2e post-sales lifecycle: discovery, design, implementation, and go-live — this is a player-coach role and you'll be in the work, not above it
  • Own the success of Doss's most complex client relationships; your portfolio is a direct reflection of your team's execution
  • Conduct and lead cross-functional deep dives across customer organizations to map end-to-end business processes and workflows
  • Drive and contribute to new product capabilities that support Doss's push to upper mid-market and enterprise
  • Set the standard for best-in-class practices and processes across the team — build what doesn't exist, improve what does
  • Translate process flows into product design and configuration within the DOSS platform
  • Partner with technical teams on integrations and data migrations
  • Lead the portfolio through UAT, training, and go-live support across your portfolio; build relationships that drive retention and expansion
  • Coach your FDPM on client management, problem-solving frameworks, and delivery quality — and create the feedback loops that accelerate their growth
  • Drive automation and AI-forward improvements to Doss's product and customer lifecycle processes — we're an AI-native company and team

WHAT WE'RE LOOKING FOR

  • 5+ years of leadership experience in engineering, consulting, finance, operations, product operations, or technical program management — leading or mentoring others; ERP experience is a major plus but not a requirement
  • Systems Thinker. Everything in our business is highly interconnected across people, process, and technology. You can traverse it, untangle it, and put it back together — and you can teach others to do the same.
  • Player-Coach Mentality. You lead by doing. You're not the person who delegates everything and manages from a distance — you roll up your sleeves, model the work, and hold the bar.
  • High-Intensity. You've thrived in high-pressure environments — startups, consulting, finance — and that's a real preference, not a stated one.
  • Technical from First Principles. You can grok hard engineering and logic problems from intuition, not memorization — and you can break them down for your team.
  • Intellectual Firepower. You cut through noise, synthesize fast, and make good calls under ambiguity.
  • Strong analytical mindset; SQL experience is a plus (not required)

Source: DOSS careers (Ashby)

Similar roles