Portfolio Director

Strong understanding of financial metrics, pricing strategies, and contractual agreements, with the ability to evaluate and optimize business outcomes.
Expertise in structuring agreements, managing complex negotiations, and ensuring terms align with both client objectives and Wunderkind’s goals.
Proven ability to work cross-functionally with internal teams (Sales, Product, Legal) and external stakeholders to coordinate efforts and deliver results.
Meticulous attention to detail in managing contracts, payment terms, and legal obligations to mitigate risks and ensure compliance.
Ability to identify opportunities for client growth, align initiatives with long-term objectives, and develop actionable strategies.
Strong written and verbal communication skills, capable of presenting complex concepts clearly and influencing stakeholders.
Personable, polished, and adaptable, with the maturity to navigate enterprise environments effectively.

Lead the negotiation and execution of client renewals, expansions, and pricing initiatives.
Collaborate with Legal and Deal Desk teams to draft, review, and finalize contracts.
Monitor payment schedules to ensure compliance, follow up on overdue payments, and address billing discrepancies promptly.
Develop and manage accurate renewal forecasts, providing regular updates to leadership.
Ensure contractual obligations are met while identifying opportunities for upsell or cross-sell.
Act as the financial and contractual point of contact for enterprise clients, building strong relationships with decision-makers.
Manage our CRM records and forecasts to ensure timely and accurate data for your portfolio.
Partner with Wunderkind’s Client Executives to align contractual agreements with client objectives and Wunderkind’s value propositions.
Address escalations related to contract terms, payment issues, or pricing concerns in collaboration with relevant teams.
Drive initiatives to improve pricing models, contract workflows, and payment processes.
Contribute to the development of scalable best practices for managing enterprise accounts, including renewal strategies and payment compliance.

5+ years of professional experience in finance, accounting, analytics, sales, or other function with exposure to contractual agreements.
Strong understanding of financial metrics, including ARR, gross margins, and payment compliance.
Experience navigating contractual and pricing discussions with legal and procurement teams.
Exceptional analytical skills, with the ability to interpret data and make informed business decisions.
Excellent organizational and time management skills, with the ability to handle multiple priorities.