Director, Portfolio Manager

The Director of Portfolio Management (Residential, Living) is responsible for the strategic oversight, performance, and optimization of a defined portfolio of MRI Software customers. This role owns portfolio-level outcomes including revenue retention, net expansion, churn mitigation, and customer health, ensuring predictable ARR performance and long-term client value. Operating as a senior business leader, the Director of Portfolio Management partners closely with Sales, Account Management, Renewals, Customer Success, Product, and Finance to define portfolio strategy, prioritize resources, and drive consistent execution across large and complex customer segments.

Duties/Responsibilities:

Portfolio Strategy & Revenue Ownership

• Own end-to-end performance of assigned customer portfolios, including gross and net retention, expansion, churn risk, and revenue predictability

• Define portfolio segmentation strategies based on ARR, growth potential, risk profile, industry vertical, and strategic importance

• Establish portfolio-level targets, success metrics, and performance benchmarks aligned to corporate objectives

• Drive executive-level accountability for portfolio outcomes through structured governance and reporting cadences

Renewals, Retention & Growth Leadership

• Provide strategic leadership over renewal execution in partnership with Sales Renewals and Account Management leaders

• Lead proactive churn-risk identification and mitigation strategies across the portfolio

• Identify expansion and whitespace opportunities at a portfolio level and influence sales prioritization accordingly

• Guide pricing, packaging, and commercial strategy discussions for large or complex portfolios

Cross-Functional Governance & Execution

• Serve as the senior point of coordination across Sales, Customer Success, Support, Services, Product, and Finance for portfolio execution

• Establish consistent engagement models, escalation paths, and deal strategy across customer segments

• Chair regular portfolio reviews with cross-functional leaders to drive alignment, transparency, and action

• Influence resource allocation decisions to maximize portfolio performance and efficiency

Forecasting, Analytics & Executive Reporting

• Own portfolio-level forecasting for renewals, churn risk, and expansion pipeline

• Partner with Revenue Operations to ensure data integrity, reporting accuracy, and KPI visibility

• Deliver executive-ready reporting and insights on portfolio health, trends, and risks

• Use advanced analytics to inform strategic decisions, investment priorities, and GTM adjustments

Process Design & Continuous Improvement

• Define and evolve portfolio management frameworks, playbooks, and best practices

• Identify systemic risks, inefficiencies, or coverage gaps and drive corrective action

• Partner with Product and Marketing to ensure portfolio insights inform roadmap prioritization and go-to-market strategy

• Champion operational excellence and scalability across customer-facing teams

Leadership & Talent Development

• Lead, mentor, and develop peers or matrixed team members as applicable

• Establish performance expectations, development plans, and succession readiness within the portfolio management function

• Act as a thought leader within MRI on portfolio strategy, customer economics, and revenue optimization

Required Skills/Abilities:

• Bachelor’s degree in Business, Finance, Analytics, or related field required; MBA preferred

• 10–15 years of progressive experience in SaaS revenue management, account leadership, customer success, or portfolio management

• Demonstrated success owning large, complex customer portfolios with material ARR responsibility

• Deep understanding of SaaS economics, including ARR, NRR, renewals, and expansion levers

• Strong strategic, analytical, and financial acumen with ability to translate data into action

• Proven ability to lead cross-functional initiatives in a matrixed, global organization

• Proficiency with Salesforce, BI tools, and forecasting systems.

• Experience in real estate, property management, or financial technology ecosystems strongly preferred

About Us

From the day we opened our doors, MRI Software has built flexible, game-changing real estate software that powers thriving communities and helps make the world a better place to live, work and play. Fulfilling that mission is only possible because of one thing: exceptional people. People like you!  

Our people-first approach to PropTech is defining a new industry standard for client experiences that, quite frankly, can’t be duplicated. Experiences that deliver real value every day. And we know those experiences begin with our people.  

We believe MRI is more than just a workplace; it’s a connected community of people who truly feel they belong. Whether we’re investing in employee resource groups or providing tailored resources for each person to reach their full potential, we’re passionate about creating a work environment that makes you excited to show up every single day.  

At MRI, one of our core values is to strive to amaze.  From the intelligent solutions we create to the culture we cultivate, that’s our goal every day. Because that’s what industry leaders do. Whether you’re joining as a new Pride member or rejoining us after a short time away, your talent is vital to us, our partners and our clients. 

Amazing growth requires amazing employees. Are you up to the challenge?   

We know confidence gap and imposter syndrome can get in the way of meeting remarkable candidates, so please don’t hesitate to apply. We’d love to hear from you!   

MRI is proud to be an inclusive employer. We welcome and celebrate diversity across all backgrounds, including ethnicity, religion, sexual orientation, gender identity, disability, age, military, veteran status and more. 

We believe that Belonging is a direct result of Diversity, Equity, and Inclusion. Those values are woven into the fabric of who we are and are foundational to our continued success. Come and see for yourself!