Collaborative Solutions, LLC · 1 day ago
Portfolio Director
United States
Full-time
Remote
Director/Executive
10+ years expCollaborative Solutions, LLC is seeking a Portfolio Director who will be responsible for ensuring the successful implementation of the Workday solution across multiple engagements. The role involves serving as an advisory figure and Delivery Executive, overseeing project planning, staffing, and business development within the portfolio.
Enterprise SoftwareConsultingInformation TechnologyBusiness Information SystemsEnterpriseManagement Consulting
Hiring Manager
Lindsey Truetzel
Responsibilities
Serve as Delivery Executive for a portfolio of Workday deployments
Ensure projects and on-going support contracts in his/her portfolio are properly planned and staffed
Track issues and risks communicate status and escalate concerns applicable for all clients in his/her portfolio
Interface with Workday regional leadership regarding account and project status within assigned portfolio
Provide leadership within the portfolio to help drive business development and the achievement of bookings numbers
Consistently review and prioritize business development goals and objectives by reviewing the SFDC pipeline with sales leadership
Provide guidance to Sales Directors and Sales Managers on scope, approach, and estimates
Prepare and review SOWs
Ensure the portfolio of on-going support contracts and projects are delivered within the budget outlined in the SOW
Represent Cognizant at Executive Steering Committee meetings
Become an expert in CynergyTM Implementation Methodology and use it on all engagements; ensure the methodology is deployed consistently across all engagements in his/her portfolio
Demonstrate good understanding of the Workday product suite - HCM, Payroll, and/or Financials
Participate in the sales cycle when requested to gather requirements, formulate delivery approach, deal reviews, present at orals and developing a proposal/SOW
Identify opportunities to position other service offerings
Lead internal process improvement or "build the business" initiatives
Qualification
Required
Bachelor's degree in Business Management, Business Information Systems, or related field
Successful candidates have a balance of business and sales skills as well as functional (business) and technical experience
Progressive business management experience including project management, managing a P&L, budgeting, and reporting
Consulting experience with a consulting/software company
10+ years of experience as a Project Management with HCM, payroll or financial implementations for larger complex organizations
Working knowledge with at least two of the following business areas: Human Resources, Benefits, Payroll, General Ledger or Accounts Payable/Receivable
Experience implementing or overseeing implementations of Workday, Oracle, SAP, PeopleSoft or similar application
Be a self-starter and can function well independently or part of a team
Outstanding communication skills written, verbal, presentation, and executive interaction
Excellent organization and time management
Company
Collaborative Solutions, LLC
Collaborative Solutions, a Cognizant company, is a leading global Finance and HR Transformation consultancy that leverages world-class cloud solutions to help deliver successful outcomes for clients.
1001-5000 employees
H1B Sponsorship
Collaborative Solutions, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (17)
2024 (4)
2023 (12)
2022 (1)
2020 (6)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
WestView Capital Partners
2020-05-07Acquired
2016-09-23Private Equity
Leadership Team
Robert R.
CFO
Adam R. McConnell
Client Partner - East Region at Collaborative Solutions
Company data provided by crunchbase