Product Portfolio Consultant

Provides operational and professional services in support of the product teams-based delivery model, and product management capability. Performs portfolio analysis, coordination, facilitation and communication functions. Acts as a portfolio liaison in the corporate strategic planning process and provides current portfolio insights. Engages with a diverse group of team members such as product owners, agile coaches, scrum masters, program managers and leaders.

Essential Functions:

  • Builds, updates, and maintains portfolio views to report progress across multiple teams, initiatives and programs
  • Leads and/or participates in the creation of team, program, and portfolio level roadmaps. Generates multiple roadmap views to account for alternative options
  • Analyzes data and creates visualization aids, including JIRA reports, dashboards, Power BI reports, and confluence templates/pages. Develops executive reports as needed
  • Supports the cadence and flow of scaling ceremonies in partnership with Agile Coaches and Program Managers
  • Acts as a portfolio liaison to the corporate strategic planning process
  • Facilitates tradeoff conversations of competing priorities with product management and IT leadership
  • Co-facilitates multi-year rolling product, initiative and program level roadmap planning and forecasting process
  • Ensures alignment of active initiatives to corporate goals and strategic themes by partnering with product management, enterprise architecture and corporate strategy
  • Acts as steward to work management tools such as JIRA, JIRA Service Desk, and JIRA Advanced Roadmaps

Education & Experience:

  • Bachelor’s degree, preferably in business, management, computer science, or insurance or equivalent relevant experience
  • Seven years of experience in portfolio management, project management, business analysis, or related field
  • Prior experience in Agile lean portfolio management
  • Prior insurance industry experience preferred
  • Relevant certifications, such as lean portfolio management, portfolio management, program management or PMI-ACP (Project Management Institute – Agile Certified Practitioner) preferred

Knowledge, Skills & Abilities:

  • Excellent knowledge of all aspects of project management
  • Strong large group consensus building and process improvement skills
  • Strong knowledge of Microsoft Office and Atlassian products such as Confluence, JIRA and Advanced Roadmaps
  • Ability to distill and communicate highly complex issues for technical and non-technical audience
  • Ability to gather and analyze a variety of data points (qualitative and quantitative) and condense to the most salient insights for stakeholders
  • Excellent written and verbal communication skills
  • Working knowledge of change management concepts and practices
  • Ability to develop strong working relationships to achieve shared goals
  • Agile frameworks and practices knowledge/experience
  • Ability to maintain confidentially
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