Portfolio Manager
At a glance
Manager-level Investment & Corporate Development role at DOSS. San Francisco · full-time · $210,000–$260,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Lead and develop FDPMs while staying accountable for delivery quality and client results across complex accounts
- Work directly through discovery, product design, implementation and launch for upper mid-market and enterprise clients
- Map customer processes, then turn those findings into DOSS platform configurations and product improvements
- Coordinate integrations, data migrations, testing, training and launch support across your client portfolio
- Improve team practices and use automation or AI to streamline product and customer lifecycle work
What you bring
- At least five years leading or mentoring people in engineering, consulting, finance, operations, product operations or technical program management
- You can untangle connected business processes, people and technology, then help your team understand the system
- You lead by doing, stay close to delivery work and coach others on client management and problem-solving
Who this fits
This manager role suits a hands-on leader who can guide FDPMs while personally working through complex client delivery. The position is onsite in San Francisco.
From the employer
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, 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)