Life Solutions- Portfolio Lead | Delivery Lead

The Portfolio Lead acts as the primary point of contact between Verisks FAST platform and our customers enabling them to maximize value.

The Portfolio Lead is responsible for providing a senior level presence around the daily on-going activities surrounding an engagement.

The person in this role has expert business knowledge and typically 10+ years of experience depending on the complexity of the engagement.

As a Portfolio Lead, you will be responsible for ensuring the success of our customers by overseeing ongoing delivery, managing customer expectations and relationships, and successful delivery of FAST execution support.

You will serve as the main point of contact between FAST and customers, ensuring that engagement milestones are met, and customer expectations are exceeded.

This role is integral to fostering long-term relationships, maximizing customer value, and driving overall business growth.



* Detailed knowledge of customer's objectives and roadmap (where applicable) to ensure work and priorities are driven in the right direction and consistent with all license and services contracts.


* Understands leading practices to be able to provide coaching on how the customer team acts to achieve the desired outcomes from an agile/program standpoint.


* Works with customer and coaches them through prioritization of work and additional functionality based on objectives.


* Acts as an outlet for team on the ground when customer team is deviating from agreed upon behavior/principles.


* Provides Customer team coaching on what they can/should do to stay, or get back in, alignment.


* Maintains alignment between work and objectives.

Understands demand to achieve those objectives and ensure that team is staffed effectively.
+ Escalate and solve where they are not.


* Liaises with Strategic Advisor and customer executives where necessary to ensure alignment is maintained.


* Problem solve where relevant, given staffing and connections.


* Understands and validates what is being committed to by our teams based on budget and objectives.


* Understands customer's budget constraints and effectively message what the customer can achieve within that budget.
+ Manages budget and communicates when activities are pushing or outside agreed upon boundaries.


* Coaches on leveraging Out-Of-The Box and configures to maintain long-term value of platform.


* Coordinates all support and needs from within the FAST/Verisk departments to our team and for the customer.

Provide a feedback loop to the Product team on functionality requested by customers and/or getting capabilities back to base, input to the FAST knowledge base, etc.


* Opportunistically identify areas that customers could benefit from additional FAST capabilities and engage a Strategic Advisor


* Establish and maintain SOW's for each customer.


* Ensure all SOWs, staffing and invoicing are accurate, current and tied to agree...