Client Portfolio Manager – SDR Programs (B2B Tech)

The Pipeline Group (TPG) provides end-to-end Pipeline Generation services for B2B tech companies. As a Client Portfolio Manager, you will manage strategic revenue programs, ensuring client goals are met through performance evaluation and cross-functional collaboration.

Responsibilities:

• Own the project performance tracking process—monitor outreach activity, lead flow, conversion metrics, and pipeline velocity to ensure each program stays on track
• Conduct daily and weekly performance inspections to identify risks, spot opportunities, and drive program health
• Maintain alignment with client expectations by tracking progress against success criteria and ROI benchmarks
• Facilitate weekly review meetings with cross-functional stakeholders (GTM, Content, NOC, Enablement, Systems, Operations, Leadership)
• Drive alignment across messaging, data, and outreach strategy by evaluating what’s working and what needs improvement ​​for each client in your portfolio
• Ensure all resources (ICP, conversation guides, messaging, data, campaigns) are accurate, up-to-date, and aligned to client goals
• Partner with Enablement, Content, and Data teams to flag ineffective assets and propose adjustments
• Track what’s working, what’s not, and drive pivots in strategy through collaborative workflows
• Own project-wide resource readiness and quality control—Enablement owns coaching execution
• Act as the primary operations liaison across all assigned accounts
• Lead executive briefings, build client-facing narratives, and present ROI updates
• Manage project onboarding/offboarding experience from a systems and process lens
• Collaborate with Leadership to shape customer expansion
• Proactively escalate issues impacting performance (e.g., campaign breakdowns, data gaps, tech misalignment)
• Initiate content audits, enrichment reviews, and repair proposals when metrics decline
• Partner with Enablement Managers to align repair/replace plans when xDR performance drops

Requirements:

• 3+ years of experience in program/project management, revenue operations, or sales performance roles
• Strong data inspection capabilities (Salesforce, outreach tools, pipeline metrics)
• Proven experience managing or overseeing SDR teams across multiple outbound programs, with direct accountability for performance outcomes and pipeline impact
• Deep understanding of outbound SDR/BDR operations and pipeline health levers
• Proven track record of driving customer outcomes, retention, and expansion through operational excellence
• Familiarity with ICP validation, message-market fit, outbound strategy, and xDR lifecycle management
• Exceptional cross-functional collaboration and executive communication skills