Box · 6 hours ago
Senior Solution Portfolio Manager, Financial Services
New York, NY
Full-time
Hybrid
Senior Level
$181K/yr - $226K/yr
5+ years expBox is the leader in Intelligent Content Management, enabling organizations to fuel collaboration and transform business workflows with enterprise AI. They are seeking a Solutions Product Leader to define, build, and scale customer-abstracted solutions for Financial Services, focusing on high-impact solution opportunities and leading cross-functional teams.
Cloud ComputingEnterprise SoftwareFile SharingFlash StorageWeb Hosting
Responsibilities
Intake and synthesize signals from customer conversations, field feedback, and SE demos to identify and size high‑impact solution opportunities
Provide vertical expertise on FS best practices and design compliant, customer‑abstracted solution blueprints and Bills of Materials
Lead cross‑functional, scrum‑like workstreams with Product, PMM, SEs, Services/Consulting, and Partners to build, package, and launch solutions
Define and prioritize the solution backlog; make data‑driven decisions on tiering, scaling, maintenance, and pruning across the portfolio
Partner with Services to create implementation packages that accelerate time‑to‑adoption and ensure consistency in delivery
Monitor adoption, pipeline influence, win rate, cycle time, deal size, ARR/AI consumption, WAUs, and time‑to‑adoption; course‑correct based on insights
Close the loop with Product by documenting functionality gaps, repeatable patterns, and proposed specs for productization
Champion regulated workflow requirements and integration patterns across APIs, metadata models, and IDP/AI use cases
Qualification
Required
5 plus years hands‑on experience in Financial Services workflows
Deep understanding of core Banking workflows, best practices, and industry tech stack
Background in implementation consulting, solutions architecture, product/program management, or industry operations with systems/process ownership
Proven ability to translate complex workflows into scalable solution definitions, clear specs, and system requirements
Track record leading multi‑disciplinary initiatives with technical and non‑technical stakeholders; comfortable running multiple concurrent tracks
Strong written clarity for specifications, definitions, and portfolio documentation; skilled at simplifying complexity
Data‑driven operator with experience managing KPIs such as pipeline influence, win rate, cycle time, deal size, ARR/AI consumption, WAUs, and time‑to‑adoption
Familiarity with enterprise SaaS in regulated contexts, integration patterns/APIs, metadata models, and IDP/AI (classification, extraction, redaction)
Preferred
Experience with partner delivery models or professional services
Exposure to FINRA/SEC, GxP, FDA, or similar regulatory frameworks
Benefits
Healthcare benefits
Additional Box Benefits + Perks
Company
Box
Box is an online file sharing and cloud content management service offering unlimited storage, custom branding, and administrative controls.
1001-5000 employees
H1B Sponsorship
Box has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (95)
2024 (93)
2023 (58)
2022 (100)
2021 (109)
2020 (114)
Funding
Current Stage
Public CompanyTotal Funding
$1.46BKey Investors
Kohlberg Kravis RobertsFuture FiftyGeneral Atlantic
2024-09-18Post Ipo Debt· $400M
2021-04-08Post Ipo Equity· $500M
2015-01-23IPO
Leadership Team
B
Ben Kus
Chief Technology Officer
Dylan Smith
CFO
Recent News
2026-01-05
Business Insider
2025-12-29
2025-12-19
Company data provided by crunchbase