At Bridgeway Benefit Technologies, we’re modernizing how professional services are delivered, executed, and scaled across our client base. We’re seeking a Project Portfolio Manager to help drive strategic alignment between sales, delivery, operations, and finance; ensuring our portfolio of client projects is optimized for profitability, capacity, and customer success.
Reporting to the Vice President, Project Management Office (PMO), this role plays a pivotal part in advancing our professional services delivery model, strengthening collaboration with Sales, and enhancing visibility into the pipeline, resource capacity, and revenue forecasting. The ideal candidate is highly analytical, proactive, and thrives at the intersection of project execution, business strategy, and client engagement.
This is a remote position with travel up to 20% of the time. East coast candidates preferred.
Responsibilities:
- Lead portfolio planning for the Professional Services organization—owning visibility into project demand, capacity planning, and revenue projections across all active and upcoming client engagements.
- Partner with Sales to support pre-sales activities, including project and program scoping, pricing validation, SOW approvals, and client-facing executive presentations.
- Collaborate cross-functionally with PMO leadership, Implementation, and Finance to ensure the services pipeline aligns with delivery readiness, staffing plans, and monthly business objectives.
- Monitor and report portfolio health through dashboards and scorecards that track utilization, backlog, risks, and forecast accuracy, providing insights and recommendations to senior leadership.
- Drive process standardization for pre-sales, estimating, and portfolio governance to improve efficiency, scalability, and communication across teams.
- Continuously evaluate and improve how project demand translates into resource allocation, ensuring teams are aligned with business priorities and operating within capacity constraints.
- Champion the use of PMO tools and best practices, leveraging Bridgeway’s systems (such as Clarizen, Smartsheet, or Power BI) to drive transparency, consistency, and data-driven decision-making.
- Support business advancement initiatives, including refinement of fee-for-service offerings, capacity optimization, and revenue realization strategies.
Requirements:
- PMP, PgMP, or PfMP certification from the Project Management Institute
- Master’s degree and 4+ years of experience managing complex portfolios, programs, or enterprise projects in a client-facing environment. (In lieu of a degree, 10+ years of relevant experience.)
- Demonstrated success managing multiple concurrent projects and creating executive dashboards or portfolio scorecards
- Proven ability to collaborate effectively across sales, operations, and delivery functions to balance client demand with internal capacity and strategic goals
- Strong business acumen and comfort interpreting data related to pipeline health, utilization, and revenue forecasting
- Exceptional presentation and communication skills, with experience engaging senior leaders and clients
- Proficiency in portfolio and project management tools (e.g., Smartsheet, Clarizen, Microsoft Project, Power BI)
Basys is an Equal Opportunity Employer.
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What We Do
Bridgeway Benefit Technologies is the foremost provider for multiemployer benefits administration technology solutions. With the strength of our BASYS and ISSI platforms, we offer greater choice, enhanced capabilities and unmatched service delivery built for data security, regulatory compliance and a lower cost of ownership. Our software suites, web-based portals and hosting solutions serve the Taft-Hartley community and its millions of union members in the United States and Canada. The company provides trust fund offices, multiemployer plans and third-party administrators with a robust product suite for managing contributions, eligibility, claims processing, retirement plan administration and more
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