MANAGER, PORTFOLIO MANAGEMENT

MAKE A DIFFERENCE AT OCHIN

OCHIN is a nonprofit leader in health care innovation and a trusted partner to a growing national provider network, providing the clinical insights and tailored technologies needed to expand patient access, grow and connect care teams, and improve the health of rural and underserved communities.

We are hiring a number of new positions to meet increasing demand. When you choose to join OCHIN, you have the opportunity to continuously grow your skills and do meaningful work to help fulfill our vision of good health and well-being for everyone.

At OCHIN, we value the unique perspectives and experiences of every individual and work hard to maintain a culture rooted in our values.

Founded in Oregon in 2000, OCHIN employs a growing virtual workforce of more than 1,200 skilled professionals, working remotely across 49 states. We offer a generous compensation package and are committed to supporting our employees' entire well-being by fostering a healthy work-life balance and opportunity for professional advancement. We are curious, collaborative learners who strive to live our values every day. OCHIN is excited to support our continued national expansion and the increasing demand for our innovative tools and services by welcoming new talent to our growing team.

Position Overview

The Manager of Portfolio Management is responsible for project management leadership and project oversight for a set of OCHIN Epic system installations. This role is accountable for execution and successful delivery of the Epic solution to members through direct leadership and oversite of project managers assigned to their portfolio projects, and cross functional leadership of project related teams within both OCHIN and the member. The role serves as an initial point of escalation for project risks, and as a conduit for communication between project management staff and executives both within OCHIN and member sites.

This role provides supervision of their team which may be composed of project management staff either directly assigned or matrixed to them for the purpose of project work within their portfolio. In addition to supervising their team, they oversee all project management functions, and provide leadership, coordination and management of PM processes within their teams such, the Portfolio Manager will lead, resource, train and motivate their team to achieve positive outcomes and continuously add value to the OCHIN collaborative. This work entails prioritizing work, resourcing projects, providing feedback, ensuring project milestones are met on time, managing performance, ensuring that projects are achieving set outcomes and required metrics, identifying and mitigating risks, and ensuring high quality service to OCHIN's members.

This role will also partner with Business Development to properly scope prospective member and set initial project timelines to aid in contract closure, SOW creation, and resource forecasting. Lastly, the Portfolio Manager will continually assess and make improvements to systems and processes to increase efficiency, satisfaction and success amongst the member and team. They will also judiciously manage project management resources to ensure project success.

Essential Duties

Portfolio Management

• Provides oversight and direction for active installation projects within their portfolio
• Regularly monitors the health of assigned projects through tracking of quantitative (metrics) and qualitative data.
• Manages the health of assigned projects according to established OCHIN metrics and PM best practices.
• Coaches and directs PM and other project staff to mitigate issues, complete tasks, and other activities required for successful project outcomes.
• Serves as an escalation point and helps facilitates risk mitigation plans of project risks.
• Fosters strong relationships with member executives building trust in the OCHIN partnership.
• Monitors the demand of the projects within their portfolio on their project teams to work on cross functional resources management
• Staffs PM and project team resources to assigned projects.
• Bridges the gap between strategy and implementation by providing strategic thought, direction, and conversation with both OCHIN and member executives in settings such as Executive Sponsor meetings.
• Maintain awareness and readiness to report project status in Portfolio Review meetings or other forums as requested.
• Regularly participates in Executive Sponsor meetings, Portfolio Review meetings, project team meetings, project planning meetings, and other events as needed.
• Periodically provides Executive Implementation Overviews to new members and facilitates the prompt generation of project schedules for the purpose of aligning members to key project activities and resourcing requirements.
• Partners with Business Development on initial scoping for project timelines and go-live dates and initiates resource planning for future projects.

Staff Management *

• Delivery of coaching and performance management to assigned and/or matrixed project management staff.
• Managing and coordinating team objectives, tasks and projects; organizing the team's tasks and projects, and tracking productivity and work schedules.
• Ensuring that team goals are aligned with OCHIN strategic direction * Ensuring that projects and project tactics align with organizational goals * Managing and directing multiple staff members, including recruitment, training and development, onboarding, and rewards and recognitions
• Providing coaching and support of continuous learning for staff in project management, change management, facilitation, and communication techniques
• Performance management, including staff evaluations and career development
• Maintaining and applying corporate policies and procedures
• Resolve conflicts and keep staff motivated to do their work
• Leading regular team meetings and work to foster a culture of collaboration and mutual respect for individual roles
• Facilitate and support the continuous learning of assigned staff. This includes supporting time to attend OCHIN and non-OCHIN hosted training and other similar activities.
• Lead change by modeling behavior and influencing partners
• Act as a change agent to foster and support a culture of improvement throughout the organization
• Performs regular audits of work products generated by the staff supporting their portfolio projects

Process *

• Maintains and improves install and stabilization processes and the respective documentation, tools, and templates
• Facilitating adherence to established OCHIN install processes and best practices
• Ensure their staff's compliance with corporate Statement of Work (SOW) and Change Order (CO) processes.
• Use system thinking and collaborate effectively with internal and/or external partners to ensure effective integration of changes and to foster organizational learning. This includes the use of OCHIN organizational learning practices such as Turning Points.
• Expanding or bringing in new innovative ideas to create value, and identifying systems needed to sustain growth or enhance productivity and efficiency.
• Identify potential opportunities for process and quality improvement within OCHIN
• May directly author or contribute to process or tool development and maintenance.
• Providing corporate direction by proposing and defining operational and business policies
• Ensures staff's compliance with change control processes for dates, scope, and other portfolio elements.

• Bachelor's degree in IT, healthcare, health informatics, related field, or equivalent experience.
• Master's degree preferred.
• Experience leading direct and indirect teams.
• Minimum of 6 years of successful project management leadership to include some complex projects.
• PMP or CAPM certification required or minimum 2 years leading EHR implementations.
• Must have proven success in internal and external relationships and change management at all levels from administrative to executive
• Must have technical aptitude to fully understand and gain the necessary knowledge required to effectively collaborate with members
• Excellent communication, presentation, and collaboration skills, and the ability to speak knowledgeably with members of both the business and technology teams
• Experience with project management systems, tools, and tasks.
• Strong analytical skills and ability to synthesize and clearly communicate findings of analysis
• Strong teamwork, interpersonal, intercultural, and customer service skills
• Desire to take ownership, be creative with problem solving, and pro-actively secure the objectives of the business
• Ability to deal with very ambiguous environments to properly assess problem statements and cultivate solutions.
• Excellent interpersonal, intercultural, and customer service skills.
• Strong team focused mindset.
• PMI certification (PMP, CAPM) preferred.
• Experience or knowledge of health care and/or Epic preferred.
• Prior to moving forward to the team interview, all candidates are required to complete a 50-60-minute competency assessment. The assessment gives us insights into how your strengths, preferences, and work style align with the OCHIN's nine core competencies. It's not about passing or failing-it's about understanding fit and setting you up for success.

Base Pay Overview

OCHIN uses broadened pay ranges to support equitable and market-aligned compensation practices. The final offer will be based on a variety of factors, including relevant skills, certifications, education, experience, training, responsibilities, internal equity, and market data.

Physical Requirements/Work Environment:

• Constant interpersonal skills, teamwork, and customer service. Frequent creativity, mentoring, presentations/teaching. Occasional decision making and independent judgment or action.
• Reading, speaking, writing, and understanding English.
• While performing the duties of the job, the employee is regularly required to sit for long periods of time; stand and walk; use hands to finger, handle or feel; reach with hands and arms.
• This position requires a virtual home-office environment, working remotely.
• The role routinely uses standard office equipment such as computers and mobile devices.

Work Location and Travel Requirements

OCHIN is a 100% remote organization with no physical corporate office location. Employees work remotely from home and many of our positions also support our member organizations on-site for new software installations. Nationwide travel is determined based on OCHIN business needs. Please inquire during the interview process about travel requirements for this position.

Work from home requirements are:

• Ability to work independently and efficiently from a home office environment
• High Speed Internet Service
• It is a requirement that employees work in a distraction free workplace
• Up to 20% Travel may be required

We offer a comprehensive range of benefits. See our website for details: https://ochin.org/careerCOVID-19 Vaccination Requirement

COVID-19 Vaccination Requirement

To keep our colleagues, members, and communities safe, OCHIN requires all employees-including remote employees, contractors, interns, and new hires-to be vaccinated with a COVID-19 vaccine, as supported by state and federal public health officials, as a condition of employment. All new hires are required to provide proof of full vaccination or receive approval for a medical or religious exemption before their hire date.

Equal Opportunity Statement

OCHIN is proud to be an equal opportunity employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills for the benefit of our staff, our mission, and the communities we serve.

As an Equal Opportunity and Affirmative Action employer, OCHIN, Inc. does not discriminate on the basis of race, ethnicity, sex, gender identity, sexual orientation, religion, marital or civil union status, age, disability status, veteran status, or any other protected characteristics. All aspects of employment are based on merit, performance, and business needs.

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Salary Description

Min-$119,571 Mid-$155,443 Max-$191,314