Portfolio Team Lead – ERP Evaluation/Selection/Implementation Focus - Remote/Virtual - Any US Location

Location: Minneapolis, MN, United States
Overview of Roles & Responsibilities
In this role you will be responsible for leading efforts within the portfolio of offerings in collaboration with the Portfolio Director (PD).  The responsibilities will cover the following key areas and is further described below.
The Portfolio Team Leader (PTL) will be responsible for leading efforts within the practice in collaboration with the Portfolio Director (PD).  The responsibilities will cover the following key areas and is further described below.
  1. Client Engagement Leadership
    1. Ensuring high level quality delivery and client satisfaction
  2. Service Offering Development and Standardizing the Delivery Approach
  3. Staff Management, Mentoring and Development
  4. Sales Support and Identifying Expanded Opportunities with Clients
A Portfolio Team Leader is billable and engaging clients, leading teams, and providing project oversight across numerous clients and efforts simultaneously. The following are the four key areas of responsibilities for a Portfolio Team Leader.

Engagement Leadership
Engagement Leadership involves leading CampusWorks teams to achieve the outcomes and measurable results for which the client contracted. In doing so, the Portfolio Team Leader will position the client for sustainable change leaving each client better than when we began.
  • Lead project efforts and provide leadership over project efforts across the portfolio
    • Sales transitions planning through entire delivery of the effort. 
    • Working with key client contacts to establish delivery timeline, approach; aligning client and CampusWorks expectations for success for all.
    • Coordinating scheduling for the CampusWorks team, working with Scheduling Office to ensure all team members are appropriately scheduled.
    • Managing the overall budgeted hours to actual, ensuring minimal to no variance. 
    • Coordinating with all CampusWorks team members on their roles, responsibilities and expectations for the full effort, onsite and remote. 
    • Ensuring the CampusWorks standards are upheld by all team members throughout the effort with the client, onsite or remotely.
    • Leading the site review for the related project efforts. 
    • Working collaboratively with Portfolio Director to produce quarterly client updates for senior leadership
  • Collaborate across CampusWorks Portfolios to deliver efforts across clients
    • Ensure clarity of roles and responsibilities across entire client effort, including project leaders and portfolio area leaders involved, from the Sales Transition through to completion.
    • Define the approach to working with the client, ensuring the client has a clear communication plan with all CampusWorks deliverables in sync and alignment.
    • Align team members with their efforts, ensuring they are fully aware and informed of the overall effort and all who are involved.
  • Identify and resolve client issues, keeping the Portfolio Director and others well informed. 
    • Build relationship with the client contacts and executive sponsors.
    • Ensure client expectations are being met and adjust team approach as needed to ensure client expectations for these efforts are met if not exceeded.
    • Keep the Portfolio Director and other CampusWorks members involved with this client up to date and informed of all possible issues or concerns.
    • Document issues and resolutions and post to internal SharePoint site in a timely manner to be available for all to review as needed.

Service Offering Development
Service Offering Development efforts involve working in collaboration with the Portfolio Directors, other Portfolio Team Leaders and Business Development, to create, share and maintain the tools, checklists and templates that will ensure our teams can deliver value effectively to our clients.
  • Drive our teams to find measurable value and drive measurable results for our clients by establishing the approaches, materials and standards that allow us to measure before and after engagement outcomes are achieved.
  • Create all materials associated with the effective preparation for and delivery of services in the practice, including but not limited to checklists, templates, scope statements, and standards to be followed by team members and leaders.
  • Work in collaboration with the portfolios and scheduling to ensure engagements are staffed with the right people.
  • Develop, mentor and train staff on the effective use of specific tools for the service offerings.

Staff Management and Mentoring
Staff management and mentoring includes having employees assigned to Portfolio Team Leaders with the PTL responsible for personnel management, working in collaboration with the Portfolio Director, and aligned with the CampusWorks established guidelines for personnel management.

Sales Support
Sales Support is working in collaboration with the Business Development team to:
  • Develop the delivery processes, procedures and staff training necessary for the successful rollout of new services in the practice area and across practice areas.
  • Serve as advisor and SME with the product manager during the development of new service offerings.
  • Participate in proposal development and prospect meetings, including solution architecture and efforts (hours), scope statements and team make up for the engagement.
The Ideal candidate will possess some the following aptitude and abilities as demonstrated by past experiences and work accomplishments:
  • Be well versed in the operations of higher education, both academic and administratively, to be able to lead transformation efforts across higher ed organizations and groups of higher ed institutions as they align, share services, reduce cost, while always increasing the student quality of the student experience and academic outcome.
  • Be well versed in the operating environment of higher education including the various core systems, (ERP, LMS, Reporting, Analytics, Card Systems, etc.) that are often in place and can be leveraged to effectively align technology to enable the organizations vision and strategic goals.
  • Have experience with ERP evaluations, selections and/or implementations in higher education including the following services:
    • Transformation leadership; advisory services guiding ERP transformation projects
    • Project management and change management; specifically with ERP implementations
    • ERP selections and contract negotiations
    • Risk management
  • Have experience driving enterprise wide evaluations and selections within higher education and the experience in working across the organizations, the vendors, the leadership and the board to drive these decisions forward to enable the future of the organization.
  • Have experience leading multiple client efforts simultaneously with success for all clients and teams in diverse types of organizations from independent institutions, to systems of universities, colleges and community colleges, with diversity across the experience to bring to bear.
  • A passion and commitment to drive higher education success in the effectiveness of the organizations to drive student academic success with a high-quality student, faculty and administrative experience.

About CampusWorks
Founded in 1999, CampusWorks is dedicated to helping higher education overcome business and technological challenges that stand in the way of student success and completion. We work with community colleges, technical colleges, four-year public and private institutions, multi-college districts, and statewide higher education systems to tackle problems big and small. Our services are rooted in systems thinking and reach across the institution—from Student Services to Human Resources to Finance to Academics—to achieve transformative results.
Physical Demands
This is a full-time position, and hours of work and days are generally Monday through Friday, 8:30 a.m. to 5 p.m. Some weekend or evening hours may be necessary in emergency situations. This is largely an office environment sedentary role, requiring use of typical office equipment such as a computer, laptop and cell phone. Most work is completed at a client location.  Requires travel to and from the client location via auto and/or air.
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. The duties and responsibilities described in this description may have additions, be removed or modified as required for business operations.

The duties and responsibilities are subject to possible modification to reasonably accommodate individuals with disabilities. The employee is expected to perform the functions of this job successfully with or without reasonable modifications. The incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. 

AAP/EEO Statement
CampusWorks, Inc. provides equal employment opportunities (EEO) and Affirmative Actions (AA) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty or status as a covered veteran in accordance with applicable federal, state and local laws.

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