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Senior Director, Portfolio Strategy & Transformation

Belmont, California💼 Full-time💰 $240,000–$300,000🗓 2026-06-29 → 2026-07-31

Core

Architect the transition into a multi-product, AI-powered platform by leading cross-functional transformation, defining monetization models, and ensuring AI innovation translates into measurable P&L impact.

Role type

Senior Director, Portfolio Strategy & Transformation

Builds

AI-powered business communications platform (AIR, AVA, ACE) serving enterprise clients

Domain

Enterprise SaaS / AI / Business Communications

Deliverable

production ML models | product features | dashboards & analysis | client delivery

Required skills

enterprise tech strategy, capital allocation planning, SaaS economics, GTM models, financial/scenario modeling, cross-functional transformation leadership, C-level stakeholder influence

Preferred skills

MBA from top-tier program, former top-tier strategy consulting experience (Senior Project Leader/Sr. Engagement Manager+), deep experience in corporate strategy or BizOps at leading SaaS/platform companies

Technologies

agentic voice AI, automation, assistance, insights platforms

Responsibilities

Partner with COO/CFO to shape long-term portfolio investment strategy; Lead capital allocation planning with rigorous business cases; Drive enterprise-level transformation via cross-functional tiger teams; Architect end-to-end commercial growth strategies including pricing and bundling; Act as strategic integrator across Product, Engineering, Sales, and Marketing; Establish and track portfolio-level KPI frameworks

Seniority

Senior Director, executive-level strategy & mentorship

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