GENERAL SUMMARY:

The Portfolio Manager (PM) is responsible for organizing operational and strategic AI and Automation initiatives across one or more health system strategic portfolios, each containing multiple teams working toward organizational objectives to advance the mission and differentiate from other providers. The role collaborates with senior and executive leadership to prioritize initiatives that yield the greatest value for the health system and helps translate those initiatives into actionable AI and Automation projects with multidisciplinary delivery teams. The Portfolio Manager maintains and tracks multi-million-dollar annual budgets, showcases progress and value through released functionality, and monitors key performance indicators. The role requires collaboration between clinical, business, operations, and technical resources.

PRINCIPLE DUTIES AND RESPONSIBILITIES:

• Drive executive alignment to confirm strategic AI and Automation priorities within one or more portfolios; Care Delivery, Revenue Cycle, System Support Services, Patient Experience, etc., that align to the broader strategic vision for the health system.
• Determine the OKRs (Objectives and Key Results) for the portfolio with executive leadership.
• Guide innovation through portfolio governance processes, including maintaining the AI and Automation roadmap and facilitating business use cases, prioritization, portfolio funding, and ROI discussions.
• Consult with technology, administration, and clinical stakeholders on overall architectural and platform direction, including understanding technical debt and workflow integration for the portfolio roadmap.
• Track and report on portfolio outcomes and adapt the portfolio roadmap based on learning.
• Prepare and verify executive-level project status reports that highlight progress, risks, and issues for all projects within a portfolio.
• Prepare for and facilitate portfolio strategy meetings focused on upcoming initiatives, key wins, and progress toward quarterly goals and objectives.
• Maintain financial forecasts by tracking expected costs, committed costs, and actual invoices.
• Seek funding approval from portfolio leadership for new projects or extensions, adjusting priorities and projected costs if budgets are estimated to be exceeded.
• Provide feedback to teams executing work within the portfolio to ensure processes are followed and risks or barriers are resolved.
• Provide visibility to and monitor key performance indicators and metrics of success for value delivery, developing and implementing mitigations for any off-track metrics.
• Provide inputs to leadership for quarterly Board of Director updates highlighting project progress and key risks.
• Maintain alignment, collaboration, and process synergies with key health system domains.
• Perform other related duties as assigned

EDUCATION/EXPERIENCE REQUIRED:

• Bachelor's degree in business, healthcare administration, information technology, or related field required.
• 6+ years of experience managing enterprise projects and programs, with a focus on application delivery, clinical operations, or project management required.
• 3-5+ years of leadership experience in project and program delivery in an environment that scaled work across multiple teams required.
• Ability to oversee multiple projects at a time.
• Experience with patient experience, product thinking, and agile mindsets.
• Ability to function creatively, developing original solutions to overcome roadblocks.
• Strong leader, educator, coach, and servant leader.
• Excellent communicator and motivator.
• Proven ability to navigate executive leadership styles, meetings, and competing priorities.
• Ability to function autonomously in an unstructured and rapidly changing environment, ensuring teams maintain forward momentum and stepping in to lead as needed. Knowledge of health system administration principles and high-level understanding of health system business functions (e.g., Clinical Operations, Patient Access, Revenue Cycle).