Portfolio Director

About the Role:

The Portfolio Director (PD) serves as Wunderkind’s financial and legal stakeholder in managing our largest enterprise clients. This role leads contractual execution, ensures timely payments, and drives pricing initiatives throughout the enterprise book of business. Success metrics for this role include ARR Renewal Rate, Upsell Bookings, and Payments Compliance. The PD will manage a portfolio of enterprise clients, focusing on negotiating renewals, managing timelines, expanding client engagements, and ensuring compliance with contractual terms. Ideal candidates bring client-facing skills, analytical rigor, and meticulous attention to

detail, enabling them to execute agreements that are mutually beneficial to Wunderkind and our clients.

This role offers the opportunity to collaborate with some of the world’s most prominent consumer brands, leveraging cutting-edge technology to drive personalized, high-performing marketing solutions.

Key Qualities of a Successful Candidate

• Financial Acumen: Strong understanding of financial metrics, pricing strategies, and contractual agreements, with the ability to evaluate and optimize business outcomes.
• Negotiation Skills: Expertise in structuring agreements, managing complex negotiations, and ensuring terms align with both client objectives and Wunderkind’s goals.
• Collaboration Skills: Proven ability to work cross-functionally with internal teams (Sales, Product, Legal) and external stakeholders to coordinate efforts and deliver results.
• Detail Orientation: Meticulous attention to detail in managing contracts, payment terms, and legal obligations to mitigate risks and ensure compliance.
• Strategic Thinking: Ability to identify opportunities for client growth, align initiatives with long-term objectives, and develop actionable strategies.
• Communication Excellence: Strong written and verbal communication skills, capable of presenting complex concepts clearly and influencing stakeholders.
• Professional Demeanor: Personable, polished, and adaptable, with the maturity to navigate enterprise environments effectively.

Responsibilities and Level of Effort (LOE)

Contractual and Financial Oversight (70%)

• Lead the negotiation and execution of client renewals, expansions, and pricing initiatives.
• Collaborate with Legal and Deal Desk teams to draft, review, and finalize contracts.
• Monitor payment schedules to ensure compliance, follow up on overdue payments, and address billing discrepancies promptly.
• Develop and manage accurate renewal forecasts, providing regular updates to leadership.
• Ensure contractual obligations are met while identifying opportunities for upsell or cross-sell.
• Act as the financial and contractual point of contact for enterprise clients, building strong relationships with decision-makers.

Portfolio Management and Internal Collaboration (20%)

• Manage our CRM records and forecasts to ensure timely and accurate data for your portfolio.
• Partner with Wunderkind’s Client Executives to align contractual agreements with client objectives and Wunderkind’s value propositions.
• Address escalations related to contract terms, payment issues, or pricing concerns in collaboration with relevant teams.

Strategic and Process Initiatives (10%)

• Drive initiatives to improve pricing models, contract workflows, and payment processes.
• Contribute to the development of scalable best practices for managing enterprise accounts, including renewal strategies and payment compliance.

Desired Qualifications

• 5 years of professional experience in finance, accounting, analytics, sales, or other function with exposure to contractual agreements.
• Strong understanding of financial metrics, including ARR, gross margins, and payment compliance.
• Experience navigating contractual and pricing discussions with legal and procurement teams.
• Exceptional analytical skills, with the ability to interpret data and make informed business decisions.
• Excellent organizational and time management skills, with the ability to handle multiple priorities.

The base salary range for this role is $90,000-$105,000. Actual compensation packages are based on several factors that are unique to each specific candidate; including but not limited to skill set, depth of experience, applicable certifications, and geographic work location. This may vary depending on living location and market rate.