Portfolio Manager, Financial Institutions - Manila

Long-term contract
Localisation Manila, Philippines
No remote
7 yrs of exp.
Posted on 05-09-2024


We believe there's a smart way to end the global water crisis. That's why we created smart, financial solutions to address the water crisis.

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  • Website
  • Unknown
  • Between 50 and 250 employees
  • Others
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Job Overview

The Portfolio Manager, [Portfolio] oversees a team of account managers and drives the performance of partnership accounts, ensuring consistent delivery on account priorities. This position requires advanced knowledge of account management principles and practices to drive success for partnership accounts and ensures the team is supported to meet shared goals and objectives.

Department Accountabilities

  • Impact Strategy Leadership and Execution
  • Portfolio + Account Management
  • Business Development
  • Business Metrics and Data Insights
  • Pre-Award and Post Award Administration
  • Project Management
  • Risk Identification
  • Advisory and Consulting Services

Job-Specific Accountabilities

Account Planning + Management

Supports strategic account planning processes, ensuring team delivers on performance objectives, financial targets, and critical milestones for assigned portfolio of accounts and/or geographies. Acts as strategic account manager and lead business advisor both within an individual portfolio of accounts and for the team.

Business Development

Leads growth and engagement with partners' key decision makers within the assigned portfolio and/or geography, ensuring team effectively contributes to business line's growth strategy and pipeline of potential partners.

Business Metrics + Reporting

Consolidates and delivers timely and accurate reporting and analysis of account performance and related business metrics for the team, including execution progress and forecast for impact plans and funding utilization to relevant business partners.

Talent Management

Challenges and maximizes the team's strength by aligning their efforts to meet objectives and deliver results. Fosters productive cross-functional collaboration to ensure cohesive effort and delivery of business outcomes.

Complexity + Problem Solving Skills

  • Ability to manage multiple complex relationships and projects in a fast-paced, evolving work environment.
  • Ability to lead account and programmatic planning and experience applying appropriate solutions to common risks and business challenges.
  • Superior communication (verbal and written) and presentation skills, with an ability to motivate, inspire and persuade.

Key Competencies

  • Customer Focus - Builds strong customer relationships and delivers customer-centric solutions.
  • Optimizes Work Processes - Knows the most effective and efficient processes to get things done, with a focus on continuous improvement.
  • Communicates Effectively - Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences.
  • Values Differences - Recognizes the value that different perspectives and cultures bring to an organization.
  • Nimble Learning - Learns through experimentation when tackling new problems, using both successes and failures as learning fodder.
  • Tech Savvy - Anticipating and adopting innovations in business-building digital and technology applications.
  • Resourcefulness - Securing and deploying resources effectively and efficiently.

Management Responsibility

Supervises work of others. Responsible for hiring, discipline, and pay administration of their subordinates.

  • Supervised positions may include: Partnership Account Manager, Partnership Associate

Travel Requirement

  • Up to 25% of domestic and international travel.

Required Qualifications & Experience

  • Bachelor's degree and/or related equivalent working experience.
  • Seven or more years of progressive experience in business development and/or account management in one or more of the following areas: retail, wholesale, micro finance, micro, small and medium enterprises, and/or water & sanitation infrastructure finance/projects.
  • Proven experience of elevating account performance and/or expanding accounts and business contracts within relevant industries and markets.
  • Passionate about people management and/or mentorship with at least 1 year of experience leading a team.
  • Proficient (written and verbal) in English.

Desired Skills and Experience

  • Business Development
  • Business Metrics
  • Management
  • Talent Management

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