What are the responsibilities and job description for the Program/Portfolio Manager position at Purple Drive Technologies LLC?
Job Description
Must Have Technical/Functional Skills
Technology/Domain
Must have a CRM background (client uses MS Dynamics but any other CRM knowledge would work too).
Understanding of CoPilot and/or some AI/GenAI offerings in CRM
Understanding of a Capital Market client, specifically Self Directed (a.k.a Retail or Personal Investor) and Advised clients.
Good understand of a multi-cloud (AWS and Azure) and data exchanges between them.
Ability to lead the TCS team in Business Planning exercises where business and technology teams plan and prepare the roadmap for upcoming quarters.
Ability to translate functional discussions into technology deliverables
Roles & Responsibilities
Manage the overall CRM Portfolio
Engage with Functional and Technology leaders from the client and TCS side to ensure there is a strong collaboration
Secure growth of the portfolio for 2027
Be the trusted partner for client
Generic Managerial Skills, If any
Gravitas and personality to manage a large program. Show a personal trait of being proactive, ability to engage with functional and technical leaders. Generating early success and to establish themself as a trusted advisor. Exception articulation and ability to engage the larger TCS ecosystem.