Senior Portfolio Initiatives Planning Specialist

Company Overview

Docusign brings agreements to life. Over 1.5 million customers and more than a billion people in over 180 countries use Docusign solutions to accelerate the process of doing business and simplify people’s lives. With intelligent agreement management, Docusign unleashes business-critical data that is trapped inside of documents. Until now, these were disconnected from business systems of record, costing businesses time, money, and opportunity. Using Docusign’s Intelligent Agreement Management platform, companies can create, commit, and manage agreements with solutions created by the #1 company in e-signature and contract lifecycle management (CLM).

What you'll do

We are seeking a seasoned Strategic Planning Lead to own the end to end process of annual Strategic Initiatives for Docusign. This includes developing the list, understanding the initiatives and their goals, and leading and driving the process to interlock cross-functionally (on scope and resources) in order to deliver the expected outcomes. This highly crucial role requires executive presence, specifically the ability to zoom-in to detail and ask the right questions, but also zoom out for higher level audiences. The ideal candidate will have deep experience in strategic planning, program management, and collaboration across multiple teams, especially in a fast-paced tech environment. The ideal candidate is someone who can easily adapt, is dedicated to finding solutions, and responds promptly.

This position is an individual contributor role reporting to the Change Management Principal.

Responsibility

• Lead the end-to-end program management of the annual planning cycle, ensuring key collaborators are engaged and deadlines are met
• Work closely with product, engineering, IT, GTM, marketing, finance, legal and operations teams to ensure alignment of central initiatives and resourcing
• Develop, implement, and run frameworks for cross-functional alignment during the planning process
• Help support translation of business goals into measurable objectives and key results across departments
• Facilitate partner discussions and workshops to interlock on prioritized initiatives and resource allocation based on strategic objectives
• Establish clear project timelines, deliverables, and landmarks for all planning-related activities
• Monitor progress, identify risks, and drive resolutions for any bottlenecks or roadblocks
• Create scalable processes to streamline the annual planning cycle year over year
• Design and implement a robust tracking and reporting system to monitor progress toward strategic goals
• Regularly update the executive team on the status of key initiatives and the overall health of the company’s strategic roadmap
• Ensure all departments provide consistent and accurate performance reporting
• Identify areas for improvement in the annual planning process and implement standard methodologies to improve efficiency.
• Stay informed about the latest trends and tools in planning to improve the organization's planning process.
• Analyze internal and external trends to provide insights that shape the company’s long-term strategy
• Conduct competitive analysis and market research to inform planning decisions and strategy shifts
• Provide leadership with actionable insights to make informed decisions, backed by data and analytics
• Implement quarterly reporting cycle to gather and report health updates across approved program initiatives (something to reflect an ongoing reporting cadence whether quarterly or semi annually)

Job Designation

Hybrid: Employee divides their time between in-office and remote work. Access to an office location is required. (Frequency: Minimum 2 days per week; may vary by team but will be weekly in-office expectation)

Positions at Docusign are assigned a job designation of either In Office, Hybrid or Remote and are specific to the role/job. Preferred job designations are not guaranteed when changing positions within Docusign. Docusign reserves the right to change a position's job designation depending on business needs and as permitted by local law.

What you bring

Basic

• 8+ years of cross-functional corporate strategic planning experience
• Experience developing and supporting executive communications and presentations
• Experience operationalizing communications for rhythmic/recurring communication channels while maintaining and tracking engagement (reach, resonance, relevance)
• Experience creating and operationalizing processes across communities and help drive adoption of improvements throughout the enterprise
• Experience developing strong collaborator relationships across large teams and using s