Portfolio Manager

2 months ago


Tampa, United States Paragon Cyber Solutions Full time

Paragon Cyber Solutions is an award winning 8(a), minority, woman, service disabled veteran-owned, CMMC-C3PAO certified small business based in Tampa, FL. We pride ourselves on delivering high-quality solutions that help our clients protect the integrity of their business operations.

We have an immediate opening for a proactive and results driven Portfolio Manager experienced in Strategic Business Development, Account Management, and Client Relations. The successful candidate will be responsible for managing client accounts, maintaining and developing client relationships, and driving business development efforts. This role demands strong organizational skills, effective communication, and the ability to manage multiple priorities.

The Portfolio Manager will manage a portfolio of named accounts and meet or exceed revenue retention and expansion targets for your account portfolio. You will expand our Federal and DoD portfolio which involves engaging with key decision makers and identifying new business opportunities. You will be expected to identify / maintain a robust pipeline of opportunities that align with Paragon's strategic vision for growth. Daily duties will include but not be limited to:

  • Leveraging the company's past and current contracts within assigned accounts, the candidate will identify, qualify and position new business opportunities (organic and new business development). Presents new business opportunities to corporate leadership and "owns" the opportunity until leadership provides a go/no-go decision.
  • Managing and monitoring client accounts to ensure alignment with clients' goals and preferences.
  • Conducting regular reviews of client accounts and make necessary adjustments to meet client needs.Develops and maintains a pipeline of new business opportunities, sufficient to meet the company's revenue targets.
  • Providing critical leadership from early capture strategy development through the post submission phases.
  • Assisting proposal team with strategy based on collected intelligence.
  • Firm comprehension of the customer's requirements, hot buttons, and issues; understand the strengths/weaknesses of our competitors; and will develop / implement winning strategies that highlight strengths and mitigate weaknesses.
  • Researches customers, competitors, solutions, specific opportunities, teaming partners and potential key personnel to capture Government Contracts.
  • Documents all capture information and reports status of opportunities throughout the Business Development lifecycle.
  • Applies knowledge of program management, federal procurement regulations, and the proposal development process. Applies understanding of Requests for Proposal, Requests for Information, and Sources Sought.
  • Implements or utilizes strategic plans on a day-to-day basis. Organizes work, sets priorities, and determines resource requirements. •Determines short- or long-term goals and strategies to achieve quota and benchmarks.
  • Monitors progress and evaluates outcomes.
Requirements

Years of Experience: 5-10 years of directly related industry experience as a business developer.

Degree Required: Bachelor's degree is strongly preferred in Marketing, Business Administration, or related disciplines. For candidates without a Bachelor's degree, a minimum of 10 years of directly related experience as a business developer / capture manager is required.

Required Skills:
  • Proven track record of winning previous capture efforts.
  • Five (5) or more years of experience in portfolio and account management, client relationships, and business development within state, local, and federal government.
  • Well versed in industry practices / trends / leaders.
  • Possess knowledge of competitors.
  • Possess excellent written / verbal communications skills, presentation skills, and organizational time management skills.
  • Display a strong customer-facing presence.
  • Must possess experience coordinating the activities of multiple internal business units.
  • Must possess ability to complete multiple tasks and projects within deadlines.
  • Must possess ability to work collaboratively with leadership team to develop sound, executable business development strategies.
  • Must possess ability to develop innovative ideas into actionable process improvements to improve daily business development operations.
  • Must attend local events and networking engagements on behalf of the company.
  • Willingness to travel as needed for customer engagements and industry events.


Desired Skills:
  • Possess ability to develop and implement creative strategies into winning bids including a thorough understanding of price-to-win analysis.
  • Proven experience supporting GSA Schedule contracts.
  • Ability to work independently.
  • Ability to collaborate as part of a team.
  • Advanced degree preferred.
  • Active Security Clearance (or ability to obtain one).

Benefits
  • Generous Paid Time Off (PTO) Package
  • Medical, Vision, & Dental Benefits Available
  • 401K Program with Employer Matching
  • Complimentary Employer Assistance Program (EAP) and Perks at Work Program
  • Training discounts and employee reimbursement for pre-approved certifications

  • Portfolio Manager

    60 minutes ago


    Tampa, Florida, United States Staffing In Motion Full time

    Job Summary:We are seeking a highly skilled Portfolio Counselor to join our team at Staffing In Motion. As a Portfolio Counselor, you will be responsible for managing short-term client relationships and converting warm leads into actual clients.Key Responsibilities:Educate clients on our firm's investment philosophy and servicesArticulate our portfolio...

  • Portfolio Manager

    2 months ago


    Tampa, United States Paragon Cyber Solutions Full time

    Job DescriptionJob DescriptionParagon Cyber Solutions is an award winning 8(a), minority, woman, service disabled veteran-owned, CMMC-C3PAO certified small business based in Tampa, FL. We pride ourselves on delivering high-quality solutions that help our clients protect the integrity of their business operations.We have an immediate opening for a proactive...

  • Portfolio Manager

    4 weeks ago


    Tampa, United States Paragon Cyber Solutions Full time

    Job DescriptionJob DescriptionParagon Cyber Solutions is an award winning 8(a), minority, woman, service disabled veteran-owned, CMMC-C3PAO certified small business based in Tampa, FL. We pride ourselves on delivering high-quality solutions that help our clients protect the integrity of their business operations.We have an immediate opening for a proactive...


  • Tampa, Florida, United States Seminole Electric Full time

    Job SummaryWe are seeking a highly skilled and experienced Enterprise Portfolio Manager to join our team at Seminole Electric. The successful candidate will be responsible for directing the overall enterprise portfolio management team, collaborating with project managers and key stakeholders to deliver on project justification and approval, project...


  • Tampa, Florida, United States Amerantbank Full time

    Job DescriptionAmerantbank is seeking a highly skilled Commercial Loan Specialist II to join our team. As a key member of our commercial lending department, you will be responsible for assisting Relationship Managers and Portfolio Officers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial...


  • Tampa, Florida, United States Fifth Third Full time

    Make Banking a Fifth Third BetterWe connect great people to great opportunities. Are you ready to take the next step in your banking career?Job Summary:The Portfolio Manager is a key member of our coverage team, responsible for managing transactions and business portfolio tasks. This role requires a high level of analytical skills, critical thinking, and...


  • Tampa, Florida, United States Seminole Electric Full time

    Job DescriptionJob SummaryThe Enterprise Portfolio Manager will lead the overall enterprise portfolio management team, collaborating with project managers and key stakeholders to deliver on project justification and approval, project development, execution, and project closeout of a portfolio of projects associated with the generation, transmission,...


  • Tampa, Florida, United States Paragon Cyber Solutions Full time

    Position OverviewParagon Cyber Solutions is a dynamic organization dedicated to delivering exceptional solutions for our clients' operational needs. We are in search of a **Portfolio Manager** who possesses a strong background in **Strategic Business Development**, **Account Management**, and **Client Relations**.Key ResponsibilitiesOversee and manage client...


  • Tampa, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Acts independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of large and...


  • Tampa, Florida, United States Truist Full time

    Job SummaryWe are seeking a highly skilled Investment Analyst to join our team at Truist. The successful candidate will be responsible for working with Investment Managers and the Investment Advisory Group to deliver Investment Management Services to clients with significant assets under management.Key ResponsibilitiesAssist Investment Managers in acquiring...


  • Tampa, Florida, United States Paragon Cyber Solutions Full time

    Position OverviewParagon Cyber Solutions is a dynamic organization focused on delivering exceptional services tailored to enhance our clients' operational efficiency. We are in search of a motivated Portfolio Manager with a strong background in Strategic Business Development, Account Management, and Client Relations.Key ResponsibilitiesOversee and manage...


  • Tampa, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal...


  • Tampa, Florida, United States Fifth Third Full time

    About the RoleFifth Third Bank is seeking a highly skilled Commercial Portfolio Manager I to join our team. As a key member of our coverage team, you will be responsible for managing transactions and business portfolio tasks, making recommendations on credit structures, pricing, and other key decisions.Key ResponsibilitiesPortfolio Management: Manage a...


  • Tampa, Florida, United States The Ladders Full time

    Company OverviewParagon Cyber Solutions is a distinguished small business, recognized for its commitment to excellence and certified as a CMMC-C3PAO. We specialize in delivering top-tier solutions that safeguard the operational integrity of our clients.Position SummaryWe are seeking a dynamic and results-oriented Portfolio Manager with a strong background in...


  • Tampa, United States Fifth Third Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal...


  • Tampa, United States Fifth Third Bancorp Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal...

  • VP of Operations

    5 days ago


    Tampa, Florida, United States Michael Page Full time

    About the RoleWe are seeking an experienced Senior Operations Director to join our team at Michael Page. As a key member of our operations team, you will be responsible for providing strategic direction and leadership to our multifamily property portfolio.Key ResponsibilitiesPortfolio Management: Oversee the performance of our multifamily properties,...

  • CCB Underwriter

    4 months ago


    Tampa, United States Truist Financial Corporation Full time

    Underwrites credit exposure for CCB clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines. A critical component of this r Portfolio Manager, Portfolio, Underwriter, Writer, Risk Manager, Manager, Banking, Business Services


  • Tampa, Florida, United States Fisher Investments Full time

    About the RoleFisher Investments is seeking a highly skilled Canadian Investment Counsellor to join our team in the United States. As a key member of our client service team, you will be responsible for building and maintaining strong relationships with our Canadian clients, providing them with exceptional investment advice and portfolio management...


  • Tampa, Florida, United States Staffing in Motion Full time

    About the RoleWe are seeking a highly skilled Portfolio Counselor to join our team at Staffing in Motion. As a Portfolio Counselor, you will play a critical role in managing short-term client relationships and converting warm leads into actual clients.Key ResponsibilitiesEducate clients on our firm's investment philosophy and servicesArticulate our portfolio...