Senior Solution Portfolio Manager, Financial Services

WHAT IS BOX?

Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia.

By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift.

WHY BOX NEEDS YOU

Box is the Content Cloud: the secure, intelligent platform that powers how the world’s best companies work with content. Our customers in Financial Services run mission‑critical, regulated workflows on Box—from KYC/AML and lending ops. We’re investing in a solutions portfolio that packages repeatable, industry‑grade workflows to accelerate adoption and deliver measurable outcomes.

We’re looking for a Solutions Product Leader to define, build, and scale customer‑abstracted solutions for Financial Services (FS). You will translate real customer signals into repeatable designs, lead cross‑functional teams to bring them to market, and manage the portfolio with rigor so our customers adopt faster and realize more value.

WHAT YOU'LL DO

• Intake and synthesize signals from customer conversations, field feedback, and SE demos to identify and size high‑impact solution opportunities.
• Provide vertical expertise on FS best practices and design compliant, customer‑abstracted solution blueprints and Bills of Materials.
• Lead cross‑functional, scrum‑like workstreams with Product, PMM, SEs, Services/Consulting, and Partners to build, package, and launch solutions.
• Define and prioritize the solution backlog; make data‑driven decisions on tiering, scaling, maintenance, and pruning across the portfolio.
• Partner with Services to create implementation packages that accelerate time‑to‑adoption and ensure consistency in delivery.
• Monitor adoption, pipeline influence, win rate, cycle time, deal size, ARR/AI consumption, WAUs, and time‑to‑adoption; course‑correct based on insights.
• Close the loop with Product by documenting functionality gaps, repeatable patterns, and proposed specs for productization.
• Champion regulated workflow requirements and integration patterns across APIs, metadata models, and IDP/AI use cases.

WHO YOU ARE

We are an AI-first company. This means you approach your work with a growth mindset and find ways to leverage AI to help make faster, smarter decisions that will 10X your impact at Box.

• 5 plus years hands‑on experience in Financial Services workflows.
  • FS examples: KYC/AML, client onboarding, lending operations, compliance, risk.
• Deep understanding of core Banking workflows, best practices, and industry tech stack.
• Background in implementation consulting, solutions architecture, product/program management, or industry operations with systems/process ownership.
• Proven ability to translate complex workflows into scalable solution definitions, clear specs, and system requirements.
• Track record leading multi‑disciplinary initiatives with technical and non‑technical stakeholders; comfortable running multiple concurrent tracks.
• Strong written clarity for specifications, definitions, and portfolio documentation; skilled at simplifying complexity.
• Data‑driven operator with experience managing KPIs such as pipeline influence, win rate, cycle time, deal size, ARR/AI consumption, WAUs, and time‑to‑adoption.
• Familiarity with enterprise SaaS in regulated contexts, integration patterns/APIs, metadata models, and IDP/AI (classification, extraction, redaction).
• Bonus: Experience with partner delivery models or professional services; exposure to FINRA/SEC, GxP, FDA, or similar regulatory frameworks.

Box lives its values, with community and in-person collaboration being a core part of our culture. Boxers are expected to work from their assigned office a minimum of 3 days per week.Your Recruiter will share more about how we work and company culture during the hiring process.

At Box, we believe unique and diverse experiences benefit our culture, our products, our customers, our company, and our world. We aim to recruit a passionate, high-performing workforce that reflects the world we live in. If you are head-over-heels about this role but unsure if you meet all the requirements, we encourage you to apply!

EQUAL OPPORTUNITY

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability, and any other protected ground of discrimination under applicable human rights legislation. Box strives to respect the dignity and ‎‎independence of people with disabilities and is committed to giving them the same ‎‎opportunity to succeed as all other employees. Inclusiveness is core to our culture at Box, and we strive to ensure you get the most from your interview experience.

Box makes reasonable accommodations for applicants with disabilities. If a reasonable accommodation is needed to participate in the job application or interview process, please complete this form. Reasonable accommodations may include scheduling adjustments, document dictation and beyond.

Notice to applicants in Los Angeles: Box, Inc and its related branches will consider for employment, qualified applicants with criminal histories in a manner consistent with the Los Angeles Fair Chair Ordinance. The Fair Chance Ordinance is provided here.

Notice to applicants in San Francisco: Box, Inc and its related branches will consider for employment, qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chair Ordinance. The Fair Chance Ordinance is provided here.

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