Director, Portfolio Strategy & Transformation
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Role details
Tech stack
Job description
- Partner with COO, CFO, and executive leadership to shape long-term portfolio investment strategy and identify high-impact growth opportunities.
- Lead capital allocation planning by building rigorous business cases and financial models that ensure ROI discipline across product and GTM initiatives.
- Drive enterprise-level transformation by orchestrating cross-functional âtiger teamsâ to evolve our operating models for multi-product scale.
- Architect end-to-end commercial growth strategies, including innovative pricing, bundling, and monetization models for our AI-native portfolio.
- Act as a strategic integrator across Product, Engineering, Sales, and Marketing to align diverse teams on roadmap execution and cross-product synergies.
- Establish and track portfolio-level KPI frameworks, providing data-driven insights that directly influence high-stakes executive decision-making.
What Success Looks Like in this Role
- First 90 Days: You have audited the current portfolio and AI initiatives, established deep working relationships with key stakeholders in Product and Sales, and identified the âquick winsâ for optimizing capital allocation.
- 6 Months: You have successfully launched at least one cross-product growth initiative or monetization model, demonstrating measurable improvement in how we bundle or position our AI-native offerings.
- 12 Months: You are viewed as a trusted advisor to the executive leadership team, having established a robust operating cadence for portfolio reviews, KPI tracking, and long-term strategic planning that directly informs our $2.5B+ ARR growth strategy.
Requirements
- MBA from a top-tier program or equivalent track record of accelerated professional advancement.
- Former top-tier strategy consulting (Senior Project Leader / Sr. Engagement Manager level or above).
- Deep experience in enterprise tech strategy, corporate strategy, or BizOps at leading SaaS or platform companies.
- Proven expertise in SaaS economics, GTM models, and financial/scenario modeling to influence executive-level decisions.
- Demonstrated success leading cross-functional transformation and influencing C-level stakeholders without formal authority.
Benefits & conditions
What we offer:
- Comprehensive medical, dental, vision, disability, life insurance
- Health Savings Account (HSA), Flexible Spending Account (FSAs) and Commuter benefits
- 401K match and ESPP
- Paid time off and paid sick leave
- Paid parental and pregnancy leave and new parent gift boxes
- Family-forming benefits (IVF, Preservation, Adoption etc.)
- Emergency backup care (Child/Adult/Pets)
- Employee Assistance Program (EAP) with counseling sessions available 24/7
- Free legal services that provide legal advice, document creation and estate planning
- Employee bonus referral program
- Student loan refinancing assistance
- Employee perks and discounts program
RingCentralâs work culture is the backbone of our success. And donât just take our word for it: we are recognized as a Best Place to Work by BuiltIn, the Top Work Culture by Comparably and hold local BPTW awards in every major location. Bottom line: We are committed to hiring and retaining great people because we know you power our success.
About RingCentral
RingCentral is a global leader in agentic voice AI-powered business communications, delivering an integrated platform for business phone, SMS, contact center, workforce engagement management, video collaboration, and messaging. As the communications layer connecting businesses and customers, RingCentral is the front door of business communication and is in the advantageous position to apply AI at every phase of the conversation journey - before, during, and after each interaction. Our agentic AI portfolio includes autonomous voice-first AI agents that automate calls, assist in the moment, and analyze every interaction - enabling businesses to work smarter, respond faster, and connect more meaningfully with their customers. Visit ringcentral.com to learn more., If you are hired in California, the compensation range for this position is between $240,000 and $300,000 for full-time employees, in addition to eligibility for variable pay, equity, and benefits. Benefits may include, but are not limited to, health and wellness, 401k, ESPP, vacation, parental leave, and more! The salary may vary depending on your location, skills, and experience.
About the company
At RingCentral, we believe the best customer experiences happen when humans and AI work together. Our agentic voice AI portfolio-AIR, AVA, and ACE-brings together automation, assistance, and insights across the entire conversation lifecycle. The result? More seamless, intelligent experiences for businesses everywhere.
With $2.5B+ in ARR and $250M invested in R&D annually, weâre building the future of AI-powered business communications.
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