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Portfolio Risk Management Senior Business Lead Jobs

1,799 active opportunities · Updated for October 2026

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Explore current portfolio risk management senior business lead jobs. Use filters to narrow by work mode, employment type, experience and date posted.

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Forma.ai
📍 Toronto• Full-time• From C$55K/yr
16 days ago

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! About the Team: The Customer Operations team works closely with new and existing customers by implementing product features, managing the operational parts of the platform, and optimizing our client’s sales performance management processes. We are always ready to support and help our customers to identify ways they can unleash the revenue-driving potential of their sales compensation program. If you’re passionate about data analytics and want to contribute to sales operations, we’d love to hear from you! What you’ll be doing: Own the day-to-day customer relationship, building strong working relationships with senior client stakeholders across a portfolio of customers Act as an architect for a new customer, translating data inputs and required business logic into Forma rule / system logic, commission engine architecture and outputs Learn design of the company's platform to the extent of being able to independently complete updates, enhancements, and change requests Work with Forma.ai's Product and Engineering teams to articulate customer feedback that informs the priority of new product features and to implement new platform features to support continuous improvement and automation Manage customer expectations regarding deliverables and project timelines, ensuring Forma is positioned for success Develop a deep understanding of each client's strategic positioning, key products, business model, and strategic objectives. Be responsible

pythonsqlrest
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F
Forma.ai
📍 Toronto• Full-time• C$115K – C$140K/yr
16 days ago

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! About the Team: The Customer Operations team works closely with new and existing customers by implementing product features, managing the operational parts of the platform, and optimizing our client’s sales performance management processes. We are always ready to support and help our customers to identify ways they can unleash the revenue-driving potential of their sales compensation program. If you’re passionate about data analytics and want to contribute to sales operations, we’d love to hear from you! What you’ll be doing: Own the day-to-day customer relationship, building strong working relationships with senior client stakeholders across a portfolio of customers Act as an architect for a new customer, translating data inputs and required business logic into Forma rule / system logic, commission engine architecture and outputs Learn design of the company's platform to the extent of being able to independently complete updates, enhancements, and change requests Work with Forma.ai's Product and Engineering teams to articulate customer feedback that informs the priority of new product features and to implement new platform features to support continuous improvement and automation Manage customer expectations regarding deliverables and project timelines, ensuring Forma is positioned for success Develop a deep understanding of each client's strategic positioning, key products, business model, and strategic objectives. Be responsible

pythonsqlrest
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F
Forma.ai
📍 Toronto• Full-time• C$80K – C$100K/yr
16 days ago

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! About the Team: The Customer Operations team works closely with new and existing customers by implementing product features, managing the operational parts of the platform, and optimizing our client’s sales performance management processes. We are always ready to support and help our customers to identify ways they can unleash the revenue-driving potential of their sales compensation program. If you’re passionate about data analytics and want to contribute to sales operations, we’d love to hear from you! What you’ll be doing: Own the day-to-day customer relationship, building strong working relationships with senior client stakeholders across a portfolio of customers Act as an architect for a new customer, translating data inputs and required business logic into Forma rule / system logic, commission engine architecture and outputs Learn design of the company's platform to the extent of being able to independently complete updates, enhancements, and change requests Work with Forma.ai's Product and Engineering teams to articulate customer feedback that informs the priority of new product features and to implement new platform features to support continuous improvement and automation Manage customer expectations regarding deliverables and project timelines, ensuring Forma is positioned for success Develop a deep understanding of each client's strategic positioning, key products, business model, and strategic objectives. Be responsible

pythonsqlrest
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F
Forma.ai
📍 Toronto• Full-time• C$140K – C$180K/yr
16 days ago

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! The Role Forma is hiring a Product Manager to lead key initiatives across our ICM Operations platform , spanning Core Services and Business Intelligence (BI). This includes workflows, automation, APIs, claims management, and next - generation reporting and data capabilities. This role is for someone who can take full ownership of a product area, not just manage a backlog. We’re looking for a strategic product leader who starts with the business problem, understands the user workflow end to end, and partners cross - functionally to define the right solutions. Success in this role requires strong product judgment, a deep understanding of operational processes and user pain points, and the ability to balance strategic thinking with practical execution. What You’ll Do Reporting to the VP of Engineering, you will own a portfolio of platform capabilities end to end. You’ll work closely with engineering, operations, and leadership to identify the most important problems to solve, shape requirements, and prioritize high - imp act investments. We’re looking for someone who brings strong product thinking and operational awareness to help evolve how internal teams and customers interact with mission - critical systems — from approvals and ticketing to policy engines and data exploration. Strong expertise in data visualization and business intelligence tools. This person should be comfortable working with dashboards, with a keen ability to select and articulate the most effective visualiza

restaigo
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F
16 days ago

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! About the team: The Customer Operations team is at the heart of Forma.ai's mission. This team has a direct impact on the growth of Forma.ai. They are results-driven and solutions-minded. The Customer Operations team works closely with our customers, helping them to understand and take advantage of all the features Forma.ai offers and ensuring that they get the most value from the platform. What you'll be doing: Reporting to the Senior Manager of Customer Operations, the Incentive Compensation Associate (known internally as Customer Operations Associate) will be contributing in the following areas: Own the ongoing operations for a portfolio of customers (i.e., rule building, process execution, reporting and dashboarding, and product support) Create automated reporting (financial, sales performance, incentive compensation) for customers to support process automation and improve business visibility Support design projects including analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings Identify potential opportunities for process improvement in client processes (e.g., process execution, data validation, dashboard updates). Explore new techniques, working models to improve design and improve processes. Implement new Forma.ai platform features within your customer portfolio to support continuous improvement and automation Build strong working relationships with key customer stakeholders, ens

restaigo
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F
16 days ago

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! About the team: The Customer Operations team is at the heart of Forma.ai's mission in optimizing incentive compensation plans for all companies . They wo rk directly with our customers in helping them understand and take advantage of all the sales compensation features Forma.ai offers . F rom streamlining administration and management of sales commission to designing your sales compensation plan , o ur Customer Operations team ensur es customers get the most value from our platform in optimizing every dollar spent on sales compensation. What you'll be doing: Reporting to the Senior Manager of Customer Operations, the Incentive Analytics Manager will contribute in the following areas: Develop a strong understanding of the Forma.ai product and platform to establish yourself as a product expert Lead the ongoing operations for a portfolio of customers (i.e., commissions rule building, process execution, reporting and dashboarding, and overall product support) Implement new Forma.ai platform features within your customer portfolio to support continuous improvement and automation Identify potential opportunities for process improvement in client processes (e.g., process execution, data validation, dashboard updates). Explore new techniques, working models to improve design and improve processes Lead design projects, including analysis, financial modelling, project planning, customer workshops, and presentation/recommendation of findings

pythonsqlrest
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F
Forma.ai
📍 Toronto• Full-time
16 days ago

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! Director, SPM Implementation About the Team The Customer Operations team partners with new and existing customers to implement and optimize the company’s platform, ensuring clients maximize the revenue-driving potential of their sales compensation programs. The team leads complex implementations, drives operational excellence, and continuously evolves Sales Performance Management (SPM) processes through data-driven insights and scalable platform solutions. As a Director of Implementation , you will lead the strategic direction of implementation and customer onboarding across a portfolio of enterprise customers. You will oversee implementation teams, guide architectural design of customer solutions, and collaborate closely with Product, Engineering, and Revenue teams to ensure the platform evolves in alignment with customer needs and business priorities. If you’re passionate about building high-performing teams, driving customer impact through data and technology, and shaping the future of sales operations , we’d love to hear from you. What You'll Be Doing Leadership & Strategy Define and lead the implementation strategy and operational framework for onboarding and scaling customer deployments. Build, mentor, and lead a high-performing implementation team , establishing best practices, processes, and standards for delivery excellence. Partner with executive leadership to align customer implementation strategy with company growth and product roadmap priorities . Establish KPI

restaigo
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F
16 days ago

About Forma.ai: Forma.ai is a Series B startup that's revolutionizing how sales compensation is designed, managed and optimized. We handle billions in annual managed commissions for market leaders like Edmentum, Stryker, and Autodesk. Our growth has been fuelled by our passion for fundamentally changing and shaping how companies use sales intelligence to drive business strategy. We’re welcoming equally driven individuals who are excited about creating something big! About the Team: The Customer Operations team works closely with new and existing customers by implementing product features, managing the operational parts of the platform, and optimizing our client’s sales performance management processes. We are always ready to support and help our customers to identify ways they can unleash the revenue-driving potential of their sales compensation program. If you’re passionate about data analytics and want to contribute to sales operations, we’d love to hear from you! What you’ll be doing: • Work with new and existing customers to implement the company's new platform features as well as manage and optimize client processes • Learn the architecture and design of the company's platform to the extent of being able to independently complete updates, enhancements, and change requests • Lead onboarding & activities, including requirements gathering for incentive compensation plan rules, data analysis, and quality control • Assist the ongoing operations for a portfolio of existing customers and implement new features (i.e. rule building, process execution, reporting and dashboarding, and product support) • Scope, build and test automated workflows, processes and reporting capabilities to support automation of incentive compensation processes and improve business visibility • Support design projects including analysis, financial modelling, project planning, customer workshops

pythonsqlrest
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B
Bloomreach
📍 Slovakia• Full-time• €31K – €39K/yr
16 days ago

Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. Currently expanding our Customer Success team, we're looking for a new colleague as a Customer Success Manager (CSM) to join our Client Services Team. You will be the key contact point for a portfolio of approximately 20 customers , treating them as your own business space — driving strategy, growth, and value at every stage of the cooperation. This role requires someone who thrives independently, is proactive by nature, and takes full end-to-end ownership of their client relationships. You won't wait for instructions — you'll identify opportunities, make decisions, and drive outcomes on your own. Working in one of our Central European offices or from home on a full-time basis , you’ll become a core part of the Client Services Team . The base salary range for this position is €31,000-

reactrestai
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Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. About the Role: The Strategic Partner Manager will own a portfolio of Growth focused agency partners. This includes managing the day-to-day interactions and building relationships with agency partners. Additionally, enabling Shopify system integrators and digital agencies in Southern Europe who will implement, refer and manage Bloomreach solutions. This is a quota carrying role for someone who is passionate about creating and building partnerships that are mutually beneficial, driving sourced and influenced revenue. The role will facilitate collaboration between agency partners and align cross functionally with Sales, Customer Success, Enablement, Delivery, and Marketing, to drive success. This role reports into the Associate Director, Agency Partnerships. What you'll Do: Build, own

gitrestai
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Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. About the Role: The Strategic Partner Manager will own a portfolio of Growth focused agency partners. This includes managing the day-to-day interactions and building relationships with agency partners. Additionally, enabling Shopify system integrators and digital agencies in Southern Europe who will implement, refer and manage Bloomreach solutions. This is a quota carrying role for someone who is passionate about creating and building partnerships that are mutually beneficial, driving sourced and influenced revenue. The role will facilitate collaboration between agency partners and align cross functionally with Sales, Customer Success, Enablement, Delivery, and Marketing, to drive success. This role reports into the Associate Director, Agency Partnerships. What you'll Do: Build, own

gitrestai
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Bloomreach
📍 Italy• Full-time• €45K – €57K/yr
16 days ago

Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. The Strategic Account Manager is responsible for managing and growing a portfolio of mid-market accounts across Italy, ensuring long-term account stability and fostering strong relationships with senior decision-makers. This role will involve a heavy focus on engagement with key stakeholders, driving account expansion through strategic solutions, and expertly negotiating contracts to achieve mutually beneficial outcomes. You will work closely with both clients and internal teams to deliver measurable value and drive continued growth. The base salary range for this position is €45,000-€57,000. The pay range actually offered will take into account a variety of potential factors considered in compensation, including but not limited to skills, qualifications, geographic location, accomplishments, experience, c

gitrestai
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Here at Appian, our values of Intensity and Excellence define who we are. We set high standards and live up to them, ensuring that everything we do is done with care and quality. We approach every challenge with ambition and commitment, holding ourselves and each other accountable to achieve the best results. When you join Appian, you’ll be part of a passionate team dedicated to accomplishing hard things, together. This role is open to people who are currently in a product leadership role or someone in an engineering leadership role that is interested to make the switch into product. This role combines experienced product management leadership with the pivotal responsibilities of a Group Product Lead, offering an opportunity to shape the product strategy and the missions of several teams. You will oversee the product management execution working closely with the product managers for several cross-functional software engineering teams around the world. This position reports to the Head of Product for the Platform Engineering Strategic Business Unit, which is responsible for Appian Cloud offering. An excellent candidate will come with a wide range of experience in a product leadership role in the cloud infrastructure domain at a software-as-a-service firm. The product portfolio owned by this position will cover a wide range of cloud native infrastructure and services – from the highly available, resilient, scalable, and efficient infrastructure components on which all Appian Cloud services operate to the the scalable, enterprise-grade managed services that power the backend data persistence and event streams for customer sites in Appian Cloud. You will provide product management leadership for initiatives that deliver efficient and scalable infrastructure, core compute capacity, and managed data planes as multi-tenant services to accelerate the innovations of Engineering teams throughout the department. Your portfolio will include aspects that intersect with AWS accou

awskubernetesrest
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VTS
📍 New York• Full-time• From $65K/yr
16 days ago

As we continue to revolutionize the commercial real estate industry, we're hiring an Associate Implementation Manager to join our team. This is an entry-level role built for someone ready to take things on and grow fast. You'll be embedded in a fast-moving implementation org, supporting clients and internal teams through onboarding, approval, and early adoption. You'll work cross-functionally to ensure a seamless experience from pre-sale through ongoing support, and you'll do it with an AI-first mindset , leaning on modern tools to work smarter, not harder. ** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. ** What you'll do : Drive Efficiency with AI - Approach every task with an AI-first mindset. Look for opportunities to leverage AI & Automation Tools to automate data collection, streamline workflows, and reduce manual lift. Project Execution Partnership - Partner on projects to plan, schedule, and manage project timelines from kickoff through portfolio go-live. Facilitate recurring project management meetings, build bespoke implementation plans tailored to client goals, and ensure each project lands on time, within scope, and against the right outcomes. Handle Varied Scope - Move between data onboarding, client-specific implementation plans, and internal projects without losing momentum. You'll juggle multiple priorities and know when to ask for help versus push through. Cross-Functional Collaboration - Work closely with Sales, Solutions, Customer Success, and Support to ensure a consistent client experience from pre-sale through ongoing support. Develop Toward Client Mastery - Actively participate in internal team strategy and project management meetings to hone “VTS Best Practices” toward managing client expectations and milestones, with a clear path to owning your own accounts. What makes you a great fit? AI Forward - You've used LLM & or automation tools like n8n, Cu

aigoexcel
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Lithic
📍 New York• Full-time• $170K – $225K/yr
16 days ago

Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments. Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic's developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years. We're building a future where access to better financial products materially improves people's lives, free from the constraints of 30-year-old mainframes and legacy processors. We're proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others. We're a team of 170+ across 26 states and 7 countries, headquartered in New York City. Lithic is hiring a Solutions Engineer to design and deliver technical product solutions that meet customer needs and highlight the value of our platform. In this role, you'll be the technical and strategic bridge between Lithic and our clients. You'll own complex client relationships from pre-sale through implementation, helping partners design integrations, navigate the Lithic platform, and unlock the full potential of card issuing infrastructure. This is a high-impact, highly visible role that requires equal parts technical credibility, client empathy, and cross-functional influence. You’ll be responsible to collaborate with internal teams to develop tailored solutions that clearly demonstrate the benefits of working with Lithic. If you’re passionate about technology, problem-solving, and creating exceptional customer experiences this role is for you. What You'll Do Client Engagement Serve as a trusted technical advisor to a portfolio of strategic clients, from early-stage fintechs to enterprise partne

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