Who is Trace3?
Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, we empower IT executives and their organizations to achieve competitive advantage through a process of Integrate, Automate, Innovate.
Our culture at Trace3 embodies the spirit of a startup with the advantage of a scalable business. Employees can grow their career and have fun while doing it!
Trace3 is headquartered in Irvine, California. We employ more than 1,200 people all over the United States. Our major field office locations include Denver, Indianapolis, Grand Rapids, Lexington, Los Angeles, Louisville, Texas, San Francisco.
Ready to discover the possibilities that live in technology?
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Street-Smart - Thriving in Dynamic Times
We are flexible and resilient in a fast-changing environment. We continuously innovate and drive constructive change while keeping a focus on the “big picture.” We exercise sound business judgment in making high-quality decisions in a timely and cost-effective manner. We are highly creative and can dig deep within ourselves to find positive solutions to different problems.
Juice - The “Stuff” it takes to be a Needle Mover
We get things done and drive results. We lead without a title, empowering others through a can-do attitude. We look forward to the goal, mentally mapping out every checkpoint on the pathway to success, and visualizing what the final destination looks and feels like.
Teamwork - Humble, Hungry and Smart
We are humble individuals who understand how our job impacts the company's mission. We treat others with respect, admit mistakes, give credit where it’s due and demonstrate transparency. We “bring the weather” by exhibiting positive leadership and solution-focused thinking. We hug people in their trials, struggles, and failures – not just their success. We appreciate the individuality of the people around us.
JOB SUMMARY:
The Senior Director of Portfolio Management leads the strategic direction, governance, and ongoing evolution of Trace3’s Services Portfolio across all services. This role defines portfolio vision working with Trace3 Business Unit and Service leadership teams, establishes governance and standards, builds out sales enablement and ensures offerings drive measurable business impact and align with Trace3’s long-term growth strategy.
As a senior leader, this role builds and maintains the portfolio governance model, oversees the full lifecycle of new and existing offerings, and ensures seamless alignment across Sales, Delivery, Engineering, Finance, Marketing, and other key stakeholders. The Senior Director drives organizational clarity, accelerates speed to market, and ensures every offering is financially sound, operationally scalable, and competitively positioned.
This leader provides direction, mentorship, and development for the portfolio management and sales enablement team, ensuring Trace3’s services remain relevant, profitable, easy to sell, and strategically differentiated.
SUMMARY OF ESSENTIAL JOB FUNCTIONS:
Portfolio Strategy and Governance
- Own the services portfolio end-to-end, including administration, governance, lifecycle management, enablement, and continuous evolution.
- Partner with Business Unit, Services, Sales, Finance, Marketing, and Delivery leadership to define portfolio strategy, long-term vision, priorities, and success metrics.
- Establish and maintain a portfolio governance model to ensure alignment, accountability, and consistent decision-making across all services.
- Guide portfolio direction using client demand, competitive insights, financial objectives, and delivery capability.
People Leadership and Talent Development
- Lead and develop a high-performing portfolio management and enablement team.
- Align team structure and capabilities with the future needs of the services portfolio.
- Foster a culture of ownership, collaboration, continuous improvement, and innovation.
Offering Lifecycle and Roadmap Management
- Lead the full lifecycle of service offerings from concept and launch through performance management, enhancement, and retirement.
- Prioritize the offering roadmap based on market opportunity, scalability, profitability, and strategic alignment.
- Drive portfolio standardization and strategic cohesion across all service areas (Cloud, Security, Data & Analytics, AI, Contact Center & Collaboration, Managed Services, and Consulting).
- Lead initiatives to modernize how services are designed, packaged, positioned, and scaled.
Pricing, Packaging and Operational Readiness
- Govern pricing frameworks, service packaging, lifecycle status, and financial thresholds in partnership with Sales, Finance, and Delivery leadership.
- Ensure offerings meet operational readiness, profitability, and market relevance standards.
- Ensure offerings are accurately represented across enterprise systems, including the service catalog, pricing tools, and financial platforms.
Go-to-Market and Enablement
- Provide leadership for go-to-market readiness, partnering with Sales and Marketing on positioning, launch planning, enablement, and internal communications.
- Oversee development of consistent GTM collateral, service briefs, scoping guides, sales tools, and field enablement materials.
- Drive adoption of standardized sales motions and enablement pathways to support scalable growth.
Performance Management and Analytics
- Establish portfolio performance reporting across revenue, gross profit, growth trends, pipeline health, attach rates, and lifecycle status.
- Lead regular portfolio performance reviews, identifying trends, risks, and opportunities for investment, enhancement, or rationalization.
- Enable data-driven decision-making through transparent metrics, standardized reporting, and disciplined operating rhythms.
Cross-Functional Leadership and Operating Model
- Influence and align leaders across the organization to resolve roadblocks, accelerate execution, and drive shared priorities.
- Establish operating rhythms, processes, and communication structures that increase cohesion, speed, and accountability across service teams.
- Drive adoption of standardized frameworks and templates that enable scale and predictability.
- Act as a trusted advisor to senior leadership, shaping broader services and go-to-market strategy.
REQUIRED SKILLS AND EXPERIENCE:
- Bachelor’s degree in business, product management, technology, or related field required
- Advanced degree (MBA or equivalent) preferred
- 10+ years of experience in portfolio management, product management, services strategy, or offering management
- Experience working in technology services, consulting, or systems integrator environment
- Proven ability to lead, manage, and develop high-performing portfolio managers, analysts, or enablement teams
- Strong familiarity with service catalog design, pricing models, financial analysis, and offering lifecycle governance
- Strong financial and business acumen with a deep understanding of services profitability, margin models, and portfolio KPIs
- Proficiency with enterprise business systems (CRM, ERP, PSA, pricing/scoping tools) and data analysis/reporting tools
- Demonstrated success leading cross-functional initiatives across Sales, Delivery, Finance, and Marketing
- Ability to build alignment across organizational levels and influence stakeholders without direct authority
- Skilled in strategic planning, long-term portfolio visioning, and translating strategy into structured execution
- Highly adept at navigating conflict, resolving competing priorities, and driving consensus in complex environments
- Expertise in process improvement, change management, and operational standardization at scale
- Highly organized, detail-oriented, with strong prioritization skills in fast-paced, dynamic environments
- Ability to manage multiple initiatives simultaneously while maintaining clarity, structure, and momentum
- Exceptional written, verbal, and presentation skills, including comfort presenting to senior leaders
Actual salary will be based on a variety of factors, including location, experience, skill set, performance, licensure and certification, and business needs. The range for this position in other geographic locations may differ. Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that is not included in the base salary.Estimated Pay Range
$200,000—$220,000 USD
The Perks
- Comprehensive medical, dental and vision plans for you and your dependents
- 401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability
- Competitive Compensation
- Training and development programs
- Major offices stocked with snacks and beverages
- Collaborative and cool culture
- Work-life balance and generous paid time off
Our Commitment
At the core of Trace3's DNA is our people. We are a diverse group of talented individuals who understand the importance of teamwork and demonstrating leadership, character, and passion in all that we do.
We’re committed to fostering an inclusive workplace where everyone feels respected, valued, and empowered to grow. We recognize that embracing diversity drives innovation, improves outcomes, fosters collaboration, boosts teammate satisfaction, and builds a more inclusive culture.
As an equal opportunity employer, Trace3 bases all employment decisions based on individual qualifications, merit, and business requirements. We do not engage in discrimination on the basis of race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), national origin, age (40 or older), disability, genetic information, or any other characteristic protected by federal, state, or local law.
Any demographic information provided is strictly voluntary, kept confidential in accordance with Equal Employment Opportunity (EEO) regulations, and will not be used in employment decisions, including hiring, promotions, or mentorship programs. We are committed to providing equal employment opportunities for all.
If you require a reasonable accommodation to complete the application process or participate in an interview, please email recruiting@trace3.com.
***To all recruitment agencies: Trace3 does not accept unsolicited agency resumes/CVs. Please do not forward resumes/CVs to our careers email addresses, Trace3 employees or any other company location. Trace3 is not responsible for any fees related to unsolicited resumes/CVs.
