Strategic Product Portfolio Manager

Alkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.

Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). We’re building a culture where each Alkamist can perform to their highest potential, and we’re always on the lookout for the best and brightest minds. If you’re ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S.

As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.

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The Strategic Product Portfolio Manager defines and advances enterprise-level Product Operations standards that enable consistent planning, portfolio visibility, and data-informed decision-making across Product and cross-functional R&D teams. Operating with substantial autonomy, this role owns the development of portfolio methods, procedures, metrics, and data standards where established approaches or baselines may not exist. The role evaluates complex, interdependent operational challenges and translates Product operating data into scalable practices and reliable outputs that support Engineering, Finance, Product Marketing, Customer Experience, Sales, and other partner organizations. Through cross-functional influence rather than direct authority, this role drives adoption of portfolio standards and improves the effectiveness, transparency, and alignment of Product operating practices across Alkami.



Essential Duties & Responsibilities

Define enterprise Product Operations standards by designing and maintaining portfolio methods, procedures, templates, lifecycle states, readiness criteria, and operating practices that enable consistent execution across cross-functional R&D teams.

Reinforce Jira as a reliable source of truth for Product and Engineering work by defining required fields, data quality standards, reporting-readiness criteria, backlog hygiene expectations, and governance practices across Product teams.

Design portfolio measurement frameworks by defining core product and portfolio metrics, selecting evaluation criteria, establishing baselines, and developing reporting approaches that measure planning completeness, delivery performance, data quality, and operational effectiveness.

Determine methods and sequencing for complex portfolio initiatives by evaluating dependencies, variable factors, organizational constraints, and downstream requirements where established processes or internal precedent do not exist.

Drive adoption of Product Operations standards across teams by advising Product Managers, scrum teams, Engineering partners, and other stakeholders on complex operating practices and influencing behavior change without direct authority.

Lead or support quarterly portfolio planning practices by establishing planning readiness requirements, coordinating cross-team inputs, evaluating portfolio dependencies, and improving the quality and consistency of information used for prioritization and execution decisions.

Develop cross-functional operating contracts by translating Product portfolio information into reliable inputs, definitions, and artifacts that support Finance planning, Product Marketing, Customer Experience, Sales, Engineering, and other downstream business processes.

Source and synthesize qualitative and quantitative information across partner organizations, translating relevant data and insights to support Product Managers in informed decision-making.

Analyze portfolio performance and operational health to identify systemic risks, dependencies, trends, gaps, and opportunities requiring changes to portfolio practices or standards.

Improve roadmap and capacity visibility by establishing the data foundations, governance practices, and reporting structures required to produce trustworthy portfolio views and decision-ready insights.

Lead complex cross-functional workshops and working sessions by facilitating decisions on portfolio standards, operating processes, prioritization, dependencies, measurement approaches, and implementation plans.

Develop scalable migration and remediation approaches by assessing legacy backlog data, aging work, inconsistent practices, and other data-quality challenges and defining methods for transitioning teams to established standards.

Advise stakeholders on complex Product Operations matters by translating portfolio mechanics, operating data, and interdependencies into clear recommendations tailored to technical, business, and executive audiences.

Evaluate opportunities to improve Product Operations through automation and AI by determining appropriate accountability boundaries, human-review requirements, and use cases for recurring portfolio activities.

Create executive-ready portfolio materials by developing dashboards, presentations, process flows, decision artifacts, and structured reporting that communicate portfolio health, operational performance, risks, and recommended actions.

Guide continuous improvement of Product portfolio practices by monitoring adoption and outcomes, evaluating effectiveness against departmental objectives, and evolving standards as business and operating needs change.

Recommended Experience & Education

Minimum Years of Experience

6–10 years of experience in product operations, product portfolio management, strategic planning, business operations, product management, or related technology functions, including experience defining cross-functional operating standards and solving complex portfolio or planning challenges.

Education Level

Bachelor’s degree in Business, Information Systems, Computer Science, Finance, or a related field, or equivalent practical experience.

Knowledge, Skills, & Qualifications

Required

Advanced experience designing product portfolio, Product Operations, planning, or governance practices across multiple cross-functional teams.

Demonstrated ability to develop new methods, procedures, standards, and evaluation criteria for complex assignments with limited precedent or established baselines.

Advanced proficiency with Jira and experience establishing data governance, workflow, field, backlog hygiene, or reporting standards within product delivery environments.

Strong analytical capability with proficiency in spreadsheet tools and reporting or data visualization platforms such as Tableau or Power BI.

Demonstrated ability to influence adoption and drive alignment across Product, Engineering, and business stakeholders without direct authority.

Advanced facilitation and communication skills with the ability to advise senior technical, business, and cross-functional stakeholders on complex matters.

Deep understanding of Agile product delivery, quarterly planning, roadmap management, dependency management, portfolio metrics, and operational performance practices.

Ability to evaluate complex interdependencies and translate ambiguous business needs into scalable operating models, standards, metrics, and decision frameworks.

Preferred

Experience in fintech, digital banking, SaaS, or a related technology environment.

Experience partnering with Finance, Product Marketing, Customer Experience, Sales, or similar functions to establish cross-functional planning in