Portfolio Coordinator – Customer AI

Trissential
Denver, MN
Category Customer Service
Job Description
Role Overview

The Portfolio Coordinator – Customer AI will be the operational backbone of the product team, helping drive financial tracking, governance processes, stakeholder coordination, and executive reporting while working alongside product leaders delivering cutting-edge AI solutions.

What You Will Do

Maintain budget and financial tracking tools, monitor purchase orders, invoices, commitments, and spend burn-down activities, reconcile financial information against vendor statements of work (SOWs), and prepare financial updates and reporting packages for leadership review.

Why It Might Be a Fit

This is an exciting opportunity to support the delivery of Agentic Voice Response (AVR), a flagship AI initiative that is setting the foundation for future Customer AI products. You'll work on a high-visibility AI transformation program with direct exposure to product leadership and executive stakeholders.

Requirements

  • 4-7 years of project coordination, program coordination, PMO support, or delivery support experience within technology or transformation programs
  • Experience managing project governance activities including RAID logs, action tracking, meeting management, and status reporting
  • Hands-on experience supporting budgets, forecasting, invoice tracking, PO tracking, and financial reporting
  • Strong proficiency with Microsoft 365 tools including Excel, PowerPoint, Outlook, Teams, and SharePoint
  • Experience preparing executive-level presentations and status reports
  • Excellent written and verbal communication skills
  • Ability to manage multiple priorities in a fast-paced, matrixed environment
  • Strong attention to detail with the ability to identify and escalate issues proactively

Benefits

  • Competitive Compensation – $40-$60 per hour
  • Comprehensive Benefits for you and your dependents
  • Paid Holidays and Paid Time Off
  • Career Development and Advancement
  • Strong Team Culture
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