MANAGER, PORTFOLIO MANAGEMENT - EPIC IMPLEMENTATIONS

MAKE A DIFFERENCE AT OCHIN

OCHIN is a rapidly growing national nonprofit health IT organization with two decades of experience transforming health care delivery to drive health equity. We are hiring for a number of new positions to meet increasing demand. When you choose to join OCHIN, you have the opportunity to continuously grow your skills and do meaningful work to help fulfill our mission.

OCHIN provides leading-edge technology, data analytics, research, and support services to nearly 1,000 community health care sites, reaching nearly 6 million patients nationally. We believe that every individual, no matter their race, ethnicity, background, or zip code, should have fair opportunity to achieve their full health potential. Our work addresses differences in health that are systemic, avoidable, and unjust. We partner, learn, innovate, and advocate, in order to close the gap in health for individuals and communities negatively impacted by racism or other structural inequities.

At OCHIN, we value the unique perspectives and experiences of every individual and work hard to maintain a culture of belonging.

Founded in Oregon in 2000, OCHIN employs a growing virtual workforce of more than 1,00 diverse professionals, working remotely across 49 states. We offer a generous compensation package and are committed to supporting our employees’ entire well-being by fostering a healthy work-life balance and equitable opportunity for professional advancement. We are curious, collaborative learners who strive to live our values everyday: Learning, Heart, Belonging and Impact. OCHIN is excited to support our continued national expansion and the increasing demand for our innovative tools and services by welcoming new talent to our growing team.

Position Overview

The Manager of Portfolio Management (aka Portfolio Manager) is responsible for leading their portfolio of EHR Implementation Projects. This includes responsibility of overall project success (portfolio size varies between approximately $5M and $25M) and providing leadership, coordination, and management of the employees who lead at the project level within their portfolio. They must also create and maintain strong Executive-Level relationships with both member and OCHIN leaders to ensure quick issue resolution and overall project success.

The Portfolio Manager works directly with their project managers, other managers/directors, and executives to make strategic decisions for each project. They will also continually assess and make improvements to systems and processes to increase efficiency, satisfaction, and success amongst both their members and the OCHIN team.

This role is considered to be a senior-level practitioner, as they are responsible for managing and directing projects and programs aligned with organizational strategy.

Essential Duties

• Manages Executive-Level relationship with the member and serves as primary Point of Contact for the member Executive Sponsor and their Executive Leadership throughout the project life cycle.
• Meets regularly with member Executive Leadership throughout project lifecycle to ensure member/OCHIN alignment and a strong member relationship and works closely with them during member/OCHIN escalations.
• Works in conjunction with member/OCHIN Executive Leadership to confirm project completion and transition to Account Management.
• Bridges the gap between strategy and implementation by providing strategic thought, direction, and conversation
• Actively partners with OCHIN Senior-Level and Executive-level Leaders throughout the project lifecycle to:
• Provide high-level project overview and status
• Evaluate project health throughout project lifecycle, including determining readiness for transition to Account Management and gain approval using knowledge of full project scope, risks, productivity, morale, metrics, etc.
• As part of the overall install strategy, may work collaboratively with C-Level/VPs to find solutions to complex member issues as required.
• Provides oversight and direction for active installation projects within their portfolio and is ultimately responsible for project success; Portfolio size varies between approximately $5M and $25M.
• Manages and monitors the Financial Milestones for every project to ensure on-time revenue recognition for each member as needed to support OCHIN's financial vitality.
• Manages and monitors the health of assigned projects and their operational outcomes through tracking of quantitative (metrics), qualitative data, and PM best practices.
• Facilitates the identification, mitigation, and escalation of project risks and issues within OCHIN and member leadership.
• Maintain awareness and readiness to report project status in Portfolio Review meetings or other forums as requested.
• Regularly participates in Executive Sponsor meetings, Portfolio Review meetings, project team meetings, project planning meetings, and other events as needed.
• Periodically provides Executive Implementation Overviews to new members and facilitates the prompt generation of project schedules for the purpose of aligning members to key project activities and resourcing requirements.
• Ensures that team goals are aligned with departmental goals and OCHIN strategic direction.
• Maintains and improves install and stabilization processes and the respective documentation, tools, and templates.
• Facilitating adherence to established OCHIN install processes and best practices.
• Ensure their staff’s compliance with corporate Statement of Work (SOW) and Change Order (CO) processes.
• Use system thinking and collaborate effectively with internal and/or external partners to ensure effective integration of changes and to foster organizational learning. This includes the use of OCHIN organizational learning practices such as Turning Points.
• Expanding or bringing in new innovative ideas to create value, and identifying systems needed to sustain growth or enhance productivity and efficiency.
• Identify potential opportunities for process and quality improvement within OCHIN.
• May directly author or contribute to process or tool development and maintenance.
• Providing corporate direction by proposing and defining operational and business policies
• Ensures staff’s compliance with change control processes for dates, scope, and other portfolio elements.
• Coaches and directs PM and other project staff to mitigate issues, complete tasks, and other activities required for successful project outcomes.
• Provides coaching and support of continuous learning for staff in project management, change management, facilitation, and communication techniques.
• Performance management, including staff evaluations and career development.
• Maintains and applies corporate policies and procedures.
• Resolve conflicts and keep staff motivated to do their work.
• Leading regular team meetings and work to foster a culture of collaboration and mutual respect for individual roles.
• Facilitate and support the continuous learning of assigned staff. This includes supporting time to attend OCHIN and non-OCHIN hosted training and other similar activities.
• Lead change by modeling behavior and influencing partners.
• Act as a change agent to foster and support a culture of improvement throughout the organization.
• Performs regular audits of work products generated by the staff supporting their portfolio projects.
• Staffs PM and project team resources to assigned projects.
• Delivery of coaching and performance management to assigned and/or matrixed project management staff.
• Manages and coordinates team objectives, tasks and projects; organizes the team’s tasks and projects, and tracks productivity and work schedules.
• Travel to support off-site software installations as needed, estimated to be up to 25%.
• other duties as assigned.

• Bachelor’s degree in IT, healthcare, health informatics, related field, or equivalent experience; Master’s degree preferred.
• Experience leading direct and indirect teams.
• Minimum of 6 years of successful project management leadership to include some complex projects.
• Experience or knowledge of health care and/or Epic preferred.
• PMI certification (PMP, CAPM) preferred.
• Must have proven success in internal and external relationships and change management at all levels from administrative to executive
• Must have technical aptitude to fully understand and gain the necessary knowledge required to effectively collaborate with members
• Excellent communication, presentation, and collaboration skills, and the ability to speak knowledgeably with members of both the business and technology teams
• Experience with project management systems, tools, and tasks.
• Strong analytical skills and ability to synthesize and clearly communicate findings of analysis
• Strong teamwork, interpersonal, intercultural, and customer service skills
• Desire to take ownership, be creative with problem solving, and pro-actively secure the objectives of the business
• Ability to deal with very ambiguous environments to properly assess problem statements and cultivate solutions.
• Excellent interpersonal, intercultural, and customer service skills.
• Ability to travel to member sites to support software installations.
• Strong team focused mindset.

Work Location and Travel Requirements

OCHIN is a 100% remote organization with no physical corporate office location. Employees work remotely from home and many of our positions also support our member organizations on-site for new software installations. Nationwide travel is determined based on OCHIN business needs. Please inquire during the interview process about travel requirements for this position.

OCHIN is 100% remote organization. Work from home requirements are:

• Ability to work independently and efficiently from a home office environment
• High Speed Internet Service
• It is a requirement that employees work in a distraction free workplace.
• Travel required up to 10% nationally for on-site Go Live support based on business requirements for OCHIN.

We offer a comprehensive range of benefits. See our website for details: https://ochin.org/employment-openings

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Base Pay Overview

OCHIN uses broadened pay ranges to support equitable and market-aligned compensation practices. The final offer will be based on a variety of factors, including relevant skills, certifications, education, experience, training, responsibilities, internal equity, and market data.

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