Portfolio Coordinator – Customer AI

Overview

Location: Hybrid Preferred (Minneapolis, MN or Denver, CO) | Approximately 50% Onsite

Employment Type: 12-Month Contract Assignment

Are you a highly organized project coordinator who thrives in fast-paced technology environments? Trissential is hiring a Portfolio Coordinator – Customer AI to join our client's innovative Customer AI portfolio team. 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.

In this role, you'll become 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.

• Work on a high-visibility AI transformation program with direct exposure to product leadership and executive stakeholders
• Gain experience supporting one of the organization's first large-scale Customer AI initiatives
• Collaborate with business, IT, product, and vendor teams in a modern agile delivery environment
• Build expertise in financial governance, product operations, and portfolio coordination
• Contribute to reusable processes and delivery frameworks that will support future AI products across the organization
• Enjoy a collaborative, supportive environment where organization, initiative, and attention to detail are highly valued

• Maintain budget and financial tracking tools, including forecast versus actual spend reporting
• Monitor purchase orders, invoices, commitments, and spend burn-down activities
• Reconcile financial information against vendor statements of work (SOWs)
• Identify and locate budget variances, financial risks, and forecasting concerns
• Prepare financial updates and reporting packages for leadership review

• Maintain RAID logs including risks, actions, issues, and decisions with clear ownership and due dates
• Track action items and drive follow-through across stakeholders and vendors
• Assemble governance review packages including go/no-go reviews, readiness reviews, and project checkpoints
• Maintain version-controlled program documentation in SharePoint and Teams
• Support governance processes by ensuring documentation remains current and audit-ready

• Coordinate recurring project meetings, working sessions, leadership reviews, and governance forums
• Develop meeting agendas and distribute supporting materials
• Capture meeting minutes, decisions, and action items
• Follow up with stakeholders to ensure commitments are delivered on time
• Maintain project calendars, onboarding trackers, access requests, approval workflows, and status trackers

• Consolidate updates from business teams, vendors, and delivery partners into executive-ready reporting
• Produce weekly status updates and monthly governance summaries
• Support the Product Owner and Product Manager with reporting packages and operational data
• Provide accurate and timely project information that enables informed decision-making

• 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 Share Point
• 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 elevate issues proactively
• Comfortable coordinating across business teams, IT teams, leadership stakeholders, and vendors

• Experience supporting AI, customer experience, contact center, or digital…