Director, IT Portfolio Management

Posted 13 Days Ago
Be an Early Applicant
Charlotte, NC, USA
In-Office
Expert/Leader
Software
The Role
Leads IT portfolio strategy, annual investment planning, prioritization, operating-model governance, capacity allocation, vendor management, and program delivery. Partners with the CIO, FP&A, and business leaders to sequence investments, manage resources, govern delivery, track dependencies, and measure benefits realization. Oversees technical program managers and establishes standardized intake, status reporting, change control, release readiness, and executive reporting processes.
Summary Generated by Built In

Enterprise Transformation defines the process, systems, and AI roadmap in partnership with Operations and IT stakeholders. As Director, IT Portfolio Management, you will own the strategy behind that roadmap: how IT funds, sequences, resources, and measures it, and how IT operates as a delivery organization. You will lead the team that runs portfolio and program management, the IT operating model, vendor management, and capacity governance.


Your first major deliverable is the annual planning cycle. You will define the intake process, the prioritization model, and quarterly executive engagement, then hold the IT organization to the plan once it is approved. Day to day, you will partner with the CIO, FP&A, and functional leaders, lead technical program managers, and make sure the right work gets funded, delivered, and measured.


What you will do

As a Director, IT Portfolio Management, you can expect to:

  • Run the annual IT investment plan with FP&A, aligned to the budget calendar, using one intake and prioritization process for all requests. Present funded, partially funded, and unfunded scenarios with explicit trade-offs, then move to a rolling quarterly refresh after the first cycle.
  • Own the IT operating model, including investment planning standards, resource governance, QBR cadence, vendor management and renewals, and the IT RACI that defines decision rights across Enterprise Transformation, Enterprise Applications, Data Solutions, Services & Infrastructure, and business owners.
  • Reconcile capacity with demand across IT. Lead the TPM team, assign TPMs to initiatives, and maintain one sizing model that separates committed from requested work, builds in a buffer for unplanned work, and tracks estimates against actuals.
  • Standardize delivery governance with one status template, one source of truth, and formal change control on scope. Run project kickoff standards, release readiness, and cross-IT dependency and risk management.
  • Track benefits realization by requiring a benefit type, baseline, and named business owner on every proposal, and by running post-implementation reviews at 30, 60, and 90 days. Publish an automated portfolio dashboard that reports delivery status and benefits independently, and report time-to-benefit and variance to the business case directly to the CIO.

What you will need

Intapp is looking for intellectually curious, self-motivated professionals who like to get hands-on to contribute to the overall success of the business and their team. To apply for this Director, IT Strategy & Operations role, you will ideally have:

  • Experience in strategy and operations, portfolio management, PMO, or program delivery within B2B SaaS or professional services technology, including leading program or project managers through performance management and capacity allocation.
  • Direct ownership of an annual technology investment planning cycle, including scenario modeling and a budget partnership with finance.
  • Experience owning IT vendor management and renewals, and an IT operating model that covers intake, a quarterly operating review cadence, and resource governance.
  • A track record of building intake, scoring, and stage-gate governance that the business adopted.
  • Fluency in business case and benefits math, including ROI, payback, hard versus soft savings, and baselines.
  • Executive communication skills, including the ability to say no with data, and hands-on comfort with portfolio tooling (such as Jira, Asana, or a dedicated PPM tool) and AI tools for analysis and reporting.

What you will gain at Intapp

At Intapp, you'll get the opportunity to bring your talents and intellectual curiosity to create better outcomes for our people and our clients. You'll be part of a growing public company, with a modern work environment that's connected yet flexible and where your professional growth and well-being are top priorities. We'll collaborate and grow together, supporting each other in a positive, open atmosphere that fosters creativity, innovation, and teamwork.

Here, you will have the opportunity to:

  • Expand Your Skills: Unlock your potential with professional development opportunities supported by a community of experienced professionals. We offer reimbursement for training and continuing education to help you stay ahead in your career.
  • Enjoy Where You Work: Thrive in our modern, open offices designed to inspire creativity and collaboration. Our complimentary lunches and fully stocked kitchens ensure you have everything you need to stay energized throughout the day.
  • Support What Matters Most: Our comprehensive wellness and flexible time off programs and our benefits are designed to care for you and your family. Our family-formation benefits and support during your family-building journey ensure you have the resources you need when it matters most. We believe in giving back and supporting our communities with paid volunteer time off and a donation matching program for the causes you care about.

Join us and be a part of a collaborative and welcoming culture where your contributions are valued, and your professional growth is a priority. Together, we are building a company of long-term value that we can all be proud of.

#LI-SF1

Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws.

Please note: Intapp will not hire through text message, social media, or email alone. We will never extend a job offer unless you have been contacted directly by an Intapp recruiter and have participated in the interview process which will generally consist of 3 or more virtual or in person meetings. Please note that Intapp only uses company email addresses, which contain “@intapp.com” or “@dealcloud.com” to communicate with candidates via email. Intapp will never ask for financial information of any kind or for any payment during the job application process. We post all legitimate job openings on the Intapp Career Site at https://www.intapp.com/working-at-intapp/. If you believe you were a victim of such a scam, you may contact your local authorities. Intapp is not responsible for any claims, losses, damages, or expenses resulting from scammers.

Skills Required

  • Experience in strategy and operations, portfolio management, PMO, or program delivery within B2B SaaS or professional services technology
  • Experience leading program or project managers through performance management and capacity allocation
  • Direct ownership of an annual technology investment planning cycle, including scenario modeling and partnership with finance
  • Experience owning IT vendor management, renewals, and an IT operating model covering intake, quarterly operating reviews, and resource governance
  • Track record of building intake, scoring, and stage-gate governance adopted by the business
  • Fluency in business case and benefits calculations, including ROI, payback, hard and soft savings, and baselines
  • Executive communication skills and ability to make data-driven prioritization decisions
  • Hands-on experience with portfolio tooling such as Jira, Asana, or dedicated PPM tools
  • Comfort using AI tools for analysis and reporting

Intapp Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Intapp and has not been reviewed or approved by Intapp.

  • Healthcare Strength — Medical coverage is described as comprehensive with multiple plan choices, including HMO, PPO, and HDHP options with company HSA funding. Employer-verified listings indicate strong healthcare offerings for employees and families.
  • Parental & Family Support — Paid parental leave provides substantial time for primary and secondary caregivers, and fertility support (e.g., via Carrot) is highlighted. These family-focused benefits appear alongside broader flexibility.
  • Leave & Time Off Breadth — Generous PTO, recognition of major regional holidays, and flexible or unlimited PTO on some teams indicate ample time away. The company also promotes a highly flexible work environment.

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The Company
HQ: Palo Alto, CA
600 Employees
Year Founded: 2000

What We Do

Intapp powers connected firms. Trusted by 1,600 of the world’s top private capital, investment banking, legal, accounting, and consulting firms, Intapp offers end-to-end, cloud-based connected firm management software built for the unique needs of partner-led firms. Intapp helps enhance collaboration, unleash collective knowledge, transform decision-making, and fuel success. Our products and services span the entire relationship lifecycle — from strategy through origination and execution — to drive optimal outcomes. For more information, visit intapp.com.

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