Strategic Portfolio Manager at Doss | San Francisco

DOSS builds an AI-driven Operations Cloud that helps physical product companies manage goods, finances, and data in real time. The platform connects procurement, inventory, orders, fulfillment, and finance, aiming to replace spreadsheets and legacy ERP systems with a more flexible and rapid solution. Backed by a recent $55 million Series B round, DOSS partners with businesses seeking to improve operational efficiency. Role overview The Strategic Portfolio Manager joins the PMO team, working at the intersection of product development, data management, operations, implementation, and client relations. This is a player-coach position, responsible for leading a small team of PMO professionals while directly contributing to daily project execution. What you will do Oversee a portfolio of complex, high-value client engagements from post-sale through deployment. Guide your team through each phase of the client journey, including: Discovery: Work with client leaders to assess operational and financial workflows. Product Design: Shape data models, workflows, and integrations tailored to each client. Build/Configure: Implement solutions on the DOSS/ERP platform. User Acceptance Testing (UAT) and Go-live: Ensure smooth deployment and transition for clients. Maintain high standards of quality and efficiency across your team’s work. Development philosophy DOSS operates with a strong emphasis on coaching and performance management, similar to a high-performing sports team. The company uses a streamlined review process (DIPS) every six months to evaluate performance and identify opportunities for promotion and compensation growth. The focus is on accelerating career development for each team member.

Who We AreAt doss, we are pioneering the next generation of data management with our innovative AI-driven schema layer, designed specifically for physical-goods companies. Our platform acts as the 'Terraform for operators,' enabling businesses to adapt their systems of record swiftly in response to changes in their operations.Imagine leveraging AI foundation models for seamless schema migrations, achieving real-time observability across operational and financial data, and utilizing sophisticated git versioning for both schema and data modifications, all while composing workflows akin to infrastructure code.Your RoleDesign and develop the foundational EAV data model and schema-as-code platform that underpins every customer instance, ensuring a perfect balance between flexibility and transactional integrity.Construct a Git-style version control and migration engine capable of executing complex schema and data changes on live production environments for enterprise clients.Create AI-enhanced tooling that leverages foundation models to propose, validate, and implement new customer schemas and workflow definitions.Scale our white-labeled data warehouse (similar to BigQuery or Snowflake) to handle high-volume, low-latency analytics and automation tasks.Develop Terraform-like declarative APIs and SDKs to allow operations teams to manage business processes as code while ensuring security, tenancy, and performance.Provide end-to-end observability and searchable insights across supply chain, finance, and operational data, highlighting business logic in user-friendly language through AI-native search capabilities.Implement Enterprise guardrails within a composable system to preemptively identify anomalies or risky patterns.Foster a collaborative engineering culture, working closely with product and design teams to transform traditional back-office challenges into elegant, resilient systems that operators admire.Your SkillsProficiency in building large-scale ETL processes using databases such as Postgres, Elasticsearch, DuckDB, Memgraph (Graph DB), etc.Experience utilizing cloud services for the development and deployment of reliable web applications.Ability to work with abstractions to create scalable and complex graph-based architectures.About YouTeam-oriented: You bring enthusiasm, openness, and inquisitiveness to the team every day.Innovative thinker: You thrive on developing creative solutions to complex problems.Detail-oriented: You possess a keen eye for detail and a passion for delivering high-quality work.

DOSS builds an Operations Cloud platform for physical product businesses, supporting real-time management of goods, finances, and data. The system covers procurement, inventory, orders, fulfillment, and finance, replacing spreadsheets and legacy ERP tools. With its Adaptive Resource Platform and integrated data model, DOSS enables clients to deploy quickly, automate processes, and adapt as their needs change, without major re-implementations. The company recently secured $55M in Series B funding, led by Madrona and Premji Invest, with support from Intuit Ventures, Theory Ventures, General Catalyst, Contrary Capital, and Pathlight VC. More information is available in the official announcement. Role overview The Associate PMO joins the Customer Product Operations team in San Francisco, playing a key role in client success at DOSS. This position combines product management, data analysis, operational execution, implementation, and client relationship management. The Associate PMO manages the full post-sales product operations and implementation lifecycle for assigned clients, typically handling one or two clients at a time. In this role, there is also the opportunity to help shape new product features and solutions within the DOSS ERP platform. Strong ownership and the ability to balance several priorities are important for success. Key responsibilities Discovery: Collaborate with client leadership to understand their operational and financial processes, including how goods, information, and funds move through their business. Product design: Develop data models, workflows, and integrations tailored to each client’s needs. Build/configure: Customize and set up solutions within the DOSS/ERP platform. User acceptance testing and go-live: Oversee UAT and ensure a smooth client deployment. What we look for Proactive ownership and accountability Customer-focused approach and stakeholder management skills Curiosity about operational and technical details Business sense to discuss value drivers with clients Flexibility and eagerness to learn Previous ERP or industry experience is helpful but not required. The team values candidates with a mix of business and technical backgrounds. Location San Francisco

Join doss as the Head of Engineering, where you will lead a talented team of engineers dedicated to building innovative solutions. In this pivotal role, you will oversee the engineering department's strategic direction and ensure the successful execution of engineering projects. You will collaborate with cross-functional teams to drive technology initiatives and enhance operational efficiency.

About UsAt doss, we are pioneering the future of operational efficiency with our innovative platform, often referred to as the “Terraform for operators.” We are developing an AI-driven schema layer that powers a customizable data warehouse, enabling physical-goods companies to rapidly adapt their record systems in alignment with the evolving pace of their business operations.Imagine leveraging AI foundation models for seamless schema migrations, achieving real-time observability across operational and financial data, managing complex git versioning for schema and data changes, and creating workflows that are as flexible as infrastructure code.Your RoleCollaborate closely with design teams and fellow engineers to rapidly develop intuitive and lightning-fast web experiences.Play a crucial role in shaping the technical roadmap by prioritizing features that enhance customer-facing experiences.Develop adaptable infrastructure and components that can scale in a composable software environment, similar to tools like Retool, Airtable, Zapier, and Figma.Design a versatile entity-attribute-value (EAV) data model and schema-as-code platform that supports customer instances while ensuring transactional integrity.Your SkillsAbility to initiate and execute projects in ambiguous environments, transitioning from zero to one.Proficient in Typescript, React, NextJS, and Tailwind CSS.Familiarity with GraphQL, Postgres, ORMs, and Node (Express).Comfortable utilizing internal APIs to construct complex front-end interfaces and components.Knowledge of various databases including Postgres, Elasticsearch, DuckDB, and Memgraph.Who You AreTeam Player: You foster positivity, openness, and curiosity within the team.Growth Mindset: You view every challenge as an opportunity to learn and enhance yourself, your team, and the organization.Craftsmanship: You take pride in delivering high-quality work.Customer-Centric: You prioritize the customer experience and aim to create delightful products.Pragmatic: You make informed decisions based on circumstances rather than strict theories.Low Ego: You thrive in collaborative settings where team support is paramount.

Who We Are:At DOSS, we are pioneering the future of automation with our AI-native ERP system. Our mission is to transform legacy software, leveraging over 50 years of industry insight to enhance the efficiency of supply chain, operations, and finance sectors. As we rapidly expand, this is a remarkable chance to join a dynamic team and make a meaningful impact for both DOSS and our clients!Position Overview:The Customer Product Operations team serves as the backbone of DOSS, ensuring our clients' success. This pivotal role merges product development, data analysis, operational strategy, implementation, and client collaboration. You will oversee the entire post-sales product operations and implementation process.Discovery: Collaborate with cross-functional client leadership to evaluate their operational and financial workflows (including the flow of goods, information, and funds) and identify requirements.Product Design: Develop data models, workflows, and integration strategies.Build/Configure: Customize solutions on the DOSS/ERP platform.User Acceptance Testing (UAT) and Go-live: Ensure smooth transitions for clients.As a Customer Product Operations Lead, you will spearhead our efforts to penetrate the upper mid-market and enterprise segments. Your responsibilities will include:Overseeing the end-to-end ERP lifecycle process and ensuring success for 1-2 of our major clients.Mentoring and leading a team of associates.Developing new product capabilities and solutions within the DOSS ERP platform.While prior ERP or industry experience is advantageous, it is not mandatory. Our diverse team brings together a blend of business and technical expertise. We prioritize:A strong ownership and accountability mindset.A commitment to customer satisfaction, including effective client and stakeholder management.A keen interest in operational and technical details.Business acumen to discuss value drivers at a strategic level.A passion for rapid learning and adaptation.

About the RoleAs an Associate Account Executive (AAE) at Doss, you will play a pivotal role in our go-to-market (GTM) strategy. You will explore innovative messaging, penetrate up-market accounts, and contribute to the development of our sales playbook. Your efforts will directly influence our sales pipeline and revenue targets. The AAE team is integral to our growth initiatives, offering you the chance to make an immediate impact and transition into a closing role within a defined timeline.This position is primarily sales-focused, requiring you to dedicate most of your time to prospecting and selling. As a sales-led growth organization, our success hinges on your ability to effectively SELL our product. Importantly, no prior sales experience is required; we will provide comprehensive training to equip you for success.Please note: This is a full-time (40 hrs/week) in-person position at our SoMa office.

Position OverviewJoin Doss as a Technical Recruiter, where you'll play a pivotal role in sourcing, attracting, and hiring exceptional engineering and technical talent to propel our innovative product development. Collaborating closely with our CTO, Head of Engineering, and Product leadership, you'll be instrumental in assembling high-performing teams across Engineering, Product, Data, and Design.This position is perfect for an individual who excels in dynamic environments, enjoys building processes from the ground up, and possesses a proven history of successfully recruiting for early-stage technical teams.

DOSS builds an AI-native Operations Cloud for businesses handling physical products, aiming to replace spreadsheets and rigid ERP systems with a more adaptive solution. The company’s platform helps organizations manage goods, finances, and data in real time, making it easier to automate workflows and adapt as needs change. DOSS recently raised $55M in Series B funding, backed by leading investors, and serves operators seeking agility and precision in their operations. Role overview The Lead Project Management Officer (PMO) leads the PMO team at DOSS and plays a central part in ensuring client success. This position connects product, data, operations, implementation, and customer relationship management. The Lead PMO oversees the entire post-sales product operations and implementation process, supporting clients from initial engagement through to go-live. What you will do Collaborate with client leadership to understand operational and financial workflows, including the movement of goods, information, and money. Design product data models, workflows, and system integrations tailored to client needs. Configure and build solutions on the DOSS ERP platform. Lead User Acceptance Testing (UAT) and manage the go-live phase for client implementations. Guide the end-to-end ERP lifecycle for upper mid-market and enterprise clients, ensuring their success. Contribute to the development of new product features and solutions within the DOSS ERP environment. Advance best practices and drive process improvements within the PMO team. Requirements Strong sense of ownership and accountability in project delivery. Commitment to excellent customer service, with effective client and stakeholder management skills. Interest in both operational and technical details. ERP or industry experience is helpful but not required. Team members come from a range of business and technical backgrounds.

DOSS builds an AI-driven Operations Cloud for physical product businesses, helping teams manage procurement, inventory, orders, fulfillment, and finance in real time. The platform aims to replace spreadsheets and cumbersome ERP systems, offering rapid deployment and adaptability as companies scale. DOSS recently raised $55M in Series B funding, backed by leading investors, and supports fast-growing businesses seeking reliable operational efficiency. Role overview The Senior Project Management Officer (PMO) at DOSS plays a central role in guiding product operations and implementation after the sale. This position connects product development, data analysis, operations, implementation, and client partnership, ensuring that solutions meet real-world needs and deliver value to customers. What you will do Work with cross-functional client leaders to analyze operational and financial workflows and requirements during the discovery phase. Design data models, workflows, and integrations tailored to client needs. Configure and build solutions on the DOSS/ERP platform. Oversee user acceptance testing and support successful go-live deployments. Manage the full ERP lifecycle for 1-2 major clients, focusing on upper mid-market and enterprise accounts. Help develop new product capabilities and solutions within the DOSS ERP platform. Contribute to best practices and process improvements across the PMO team. Requirements Strong sense of ownership and accountability. Commitment to customer satisfaction and stakeholder management. Interest in both operational and technical details. Collaborative and proactive problem-solving approach. ERP experience is helpful but not required; backgrounds in business or technology are welcome.

Role Overview Bounce is hiring a Strategic Partnerships Manager based in San Francisco, California. This role focuses on developing and managing partnerships that support the company’s growth plans. Success in this position means building strong relationships and delivering results that benefit both bounce and its partners. What You Will Do Identify and develop new partnership opportunities to support growth initiatives. Negotiate agreements with potential and existing partners. Work closely with teams across the company to implement partnership strategies. Analyze market trends and competitor activity to inform partnership decisions and strengthen bounce’s position in the industry. What We Look For Experience building and managing strategic partnerships. Strong negotiation and relationship-building skills. Comfort working in a fast-moving setting. Ability to analyze markets and competitors to guide strategy. This role is based in San Francisco, California.

As a Strategic Account Manager at Virio, you will play a pivotal role in driving our client success and satisfaction. You will be responsible for managing key accounts, building strong relationships with clients, and understanding their unique needs to provide tailored solutions. Your strategic approach and industry insight will enable you to identify growth opportunities and deliver exceptional service.

The Workplace Specialist shapes the in-person experience at DOSS’s SOMA headquarters in San Francisco. This position focuses on creating a welcoming, efficient environment where teams can collaborate and stay productive. The role is based onsite and plays a key part in daily office operations and culture. What you will do Oversee daily office operations: coordinate with vendors, manage facilities maintenance, handle supplies, and keep workspaces ready for use. Manage the food and beverage program, including organizing daily lunches and dinners for employees working late. Develop and maintain strong relationships with vendors, ensuring quality service and cost control. Act as the main point of contact for building management on maintenance, safety, and compliance issues. Plan and execute internal events that strengthen community and reflect DOSS culture. Monitor workplace budgets, identify variances, and suggest improvements through data analysis. Collaborate with IT, Finance, and People teams on projects such as office expansions and onboarding logistics. Identify operational gaps and implement solutions to improve workflow and efficiency. Collaboration This role works closely with multiple teams across DOSS, including IT, Finance, and People Operations, to support office projects and ensure smooth onboarding for new hires. Location This position is based onsite at DOSS’s San Francisco SOMA headquarters.

About Workstream Workstream builds an all-in-one HR, payroll, and hiring platform designed for hourly workers. With 2.7 billion hourly workers worldwide, this segment makes up 80% of the global workforce, yet has often been underserved by technology. Workstream’s platform helps businesses and their employees succeed by focusing on the unique needs of hourly teams. Clients include well-known brands such as Burger King, Carl's Jr./Hardee's, IHOP, KFC, and Culvers. As a Series B company backed by investors like Founders Fund, BOND, and Coatue, Workstream continues to expand its product suite and vision. Role Overview: Strategic Finance Manager Workstream is seeking a Strategic Finance Manager to help scale financial planning, reporting, and systems infrastructure. This role leads all FP&A operations and works to improve financial visibility across the company, supporting data-driven decisions at every level. This position is based in the Bay Area and requires regular in-office work, at least four days per week, in San Francisco and/or Menlo Park. What You Will Do Oversee financial planning and analysis (FP&A) operations Enhance reporting and financial systems to support growth Partner with the Controller, Accounting, and cross-functional leaders to develop scalable financial processes Use technology, including AI, to optimize financial operations and workflows Deliver actionable insights that improve operational and financial efficiency Who We’re Looking For Strategic thinker and proactive business partner Comfortable working hands-on and at a strategic level Strong problem-solving skills, especially with systems and AI Resourceful and adaptable in ambiguous situations Experience collaborating with finance, accounting, and other teams Location and Work Arrangement This role is based in the Bay Area, with regular in-office collaboration required in San Francisco and/or Menlo Park (minimum four days per week).

Role overview The Creative Brand Designer at doss will help shape the company’s visual identity and brand storytelling. Based in San Francisco, this position works with teams across departments to develop design solutions that connect with the intended audience and support marketing efforts. What you will do Develop and refine visual assets that represent the doss brand Work with teams from different parts of the company to ensure design aligns with overall objectives Create visuals for marketing campaigns and other brand initiatives Support brand storytelling by producing consistent, thoughtful design work

Join Intuitive Surgical as a Product Manager focusing on Portfolio Operations for the da Vinci SP system. In this pivotal role, you will collaborate with cross-functional teams to drive product strategy, enhance operational efficiency, and bring innovative solutions to market. You will be essential in optimizing our portfolio and ensuring that our products meet the highest standards of quality and performance.

As a Strategic Customer Success Manager, you will play a pivotal role in ensuring the health, retention, and growth of Windfall’s most significant and high-value accounts. Acting as the primary strategic partner for clients, you will drive executive-level alignment and maximize their lifetime value, promoting strategic adoption and fostering a robust partnership with Windfall. You will oversee the complete customer lifecycle, from onboarding to long-term growth strategies, while coordinating cross-functional efforts with your colleagues in Sales, Implementation, and Product. You will hold direct responsibility for the Annual Recurring Revenue (ARR) and Net Revenue Retention (NRR) of your designated portfolio.Join us in our mission to transform how organizations perceive and utilize people data. We are committed to our core values: (1) Communicate effectively; (2) Operate transparently; (3) Provide leverage instead of just optimization; (4) Make a positive impact every day; and (5) Act with integrity and trust.

Strategic Customer Success ManagerTeam: SalesProlificAt Prolific, we are not just participants in the AI sector; we are pioneers in crafting the human data infrastructure that is transforming AI development. As foundational AI technologies become more standardized, it is the quality and variety of human-generated data that sets products and models apart. Our Strategic Sales and Success team collaborates with many of the world’s foremost AI model creators on their most critical initiatives.The RoleAs the Strategic Customer Success Manager, you will engage with pioneering AI model developers who are making headlines daily, ensuring they derive exceptional value from our human data solutions. You will act as a trusted advisor to AI researchers, program managers, and business stakeholders, steering the adoption, consumption, and realization of value from our offerings. You will manage the entire customer success lifecycle, guiding clients from onboarding through to maturity, expansion, renewal, and advocacy while working closely with teams across Prolific, including Services, Support, Sales, Solutions Engineering, Product, and Marketing.What You’ll Bring to the Role6+ years of experience in a customer-facing strategic or enterprise customer success role, preferably in an industry related to AI or technology.

Airwallex provides a global payments and financial platform used by over 200,000 businesses, including Brex, Rippling, Navan, Qantas, and SHEIN. The platform supports business accounts, payments, spend management, treasury, and embedded finance for companies working internationally. Founded in Melbourne, Airwallex now employs more than 2,000 people across 26 offices worldwide. The company is valued at $8 billion and is backed by investors such as T. Rowe Price, Visa, and Mastercard. Role overview The Manager, Strategic Finance position is based in San Francisco. This role plays a key part in supporting Airwallex’s mission to reshape global banking. Work centers on providing financial insights that inform business decisions and drive company growth. Opportunities Contribute directly to business strategy and decision-making Support growth initiatives within a global financial technology company Develop professionally in a setting with opportunities for impact and advancement

At Lever, we are on a mission to solve the most pressing challenge in the corporate world: attracting and hiring exceptional talent. Our innovative hiring software is trusted by industry leaders such as Netflix, Yelp, Cirque du Soleil, Shopify, and Eventbrite to help them build and expand their teams. We are at the forefront of redefining the talent acquisition landscape and are eager to welcome passionate individuals to join us in this exciting journey.THE CHALLENGEAs we revolutionize the recruiting software space and emphasize the significance of a unified talent cloud, our capacity to forge impactful strategic partnerships within the HR Tech ecosystem becomes crucial to our growth strategy. Our customers appreciate our seamless partner integrations, and enhancing both the quantity and quality of these partnerships is paramount. We are seeking a strategic thinker skilled in engaging current and potential partners to achieve ambitious revenue objectives and expand our partner offerings for Lever clients. Furthermore, collaboration with our Sales, Marketing, and Customer Success teams is essential to ensure they are well-versed in articulating the value of our partner offerings.THE OPPORTUNITYThis is an exceptional opportunity for a proactive individual who excels in navigating uncertainty and establishing processes to scale a high-growth business through current and future partnerships. You will have the chance to work across the entire Talent sector and reshape our customers’ perspectives on HR Tech. As a vital member of Lever’s Partnerships and Alliances team, you will enjoy a significant level of ownership in defining your work streams and the strategic direction of the team. Close collaboration with the Director of Partnerships and Alliances, as well as with leaders in Customer Success, Sales, Marketing, and Product, will enable you to influence this critically strategic function.THE TEAMThe Partnerships and Alliances team is dedicated to driving revenue growth through our partner ecosystem. We identify strategic new business initiatives to enhance our market share and explore new product partnerships to broaden the reach of Lever’s product suite. Our work generates direct revenue for Lever’s Sales team via partner referrals and a revenue-sharing model with our partners. This dynamic environment involves engaging and influencing both external and internal stakeholders.