Portfolio Management Project Manager

About the role

From the Commercial Activation and Portfolio Management Directorate, we need to hire a Portfolio Management Project Manager, based in BARCELONA/MADRID.

Your mission will be the comprehensive management of the client, driving their engagement and long-term value.

You will be responsible for designing, driving, and evolving VidaCaixa's portfolio management strategies, with the aim of maximizing the long-term value of our clients, increasing their engagement, loyalty, growth, and retention through proactive, data-driven management.

Additionally, you will play a relevant role in the evolution of VidaCaixa's customer relationship model, contributing to the definition of the artificial intelligence adoption strategy and to the identification of new opportunities to transform the experience, personalization, and interaction models with customers and managers, leveraging the capabilities offered by generative AI and advanced analytics technologies.

You will work cross-functionally with the Business, Customer Experience, Analytics, Technology, and Commercial Activation areas to turn customer insights and technological capabilities into concrete initiatives with measurable impact on business and experience.

Incorporate a hybrid profile, with both business and technological capabilities, to help drive the transformation of the customer relationship model through the use of Artificial Intelligence, data, and new digital capabilities.

The person will be responsible for identifying improvement opportunities, defining transformation initiatives, and collaborating in the construction of capabilities that allow the business and portfolio management to evolve towards an environment increasingly supported by AI and intelligent agents.

What you'll do

• Analyze the business and detect opportunities for improvement and transformation.
• Participate in the design of the evolution strategy for portfolio management and customer relationships.
• Identify use cases and Artificial Intelligence application opportunities within the business areas.
• Define and coordinate initiatives aimed at increasing efficiency, productivity, and commercial capacity through the use of emerging technologies.
• Collaborate in the definition of functional architectures, digital assets, and the capabilities necessary to support the future transformation of the business.
• Drive projects related to AI, automation, data, and customer experience.
• Develop customer relationship models, communication strategies, cross-selling, upselling, and lifecycle management.
• Coordinate with different business and technology areas to ensure the correct implementation of initiatives.

What we're looking for

You are the talent we are looking for if you have...

• University degree in Business Administration and Management, Economics, Mathematics, Statistics, Actuarial Engineering, or similar.
• Consolidated experience in client management, CRM, customer lifecycle management, business development, relationship marketing, or commercial management.
• Experience in defining and implementing portfolio management strategies, loyalty, retention, cross-selling, and client development.
• Knowledge of segmentation models, propensity, customer value, and advanced business analytics.
• Ability to transform client data and insights into concrete business initiatives with measurable impact.
• Experience working in data-driven environments and collaborating with multidisciplinary teams across business,
• Strategic vision combined with strong execution capability and a results-oriented mindset.
• Strong analytical skills, problem structuring, and data-driven decision-making.
• Interest in and knowledge of the opportunities that artificial intelligence offers to transform customer relationships, interaction personalization, and the generation of commercial value.

Nice to have

• Experience participating in digital transformation initiatives, business-applied artificial intelligence, intelligent automation, or the design of new customer relationship models will be especially valued.
• Knowledge of VidaCaixa and CaixaBank's commercial and distribution model will be especially valued.
• Strategic or transformation consulting.
• Data Analytics.
• Data Science with a strong business orientation.
• Transformación digital.
• Artificial Intelligence applied to business.
• Sectors with portfolio management or long-term customer relationships (finance, insurance, telecommunications, services, and subscription models).
• Experience in business transformation projects.
• Knowledge of Artificial Intelligence, agents, automation, and advanced analytics.
• Ability to connect business needs with technological solutions.
• Experience working with data and using analytical methodologies for decision-making.
• Knowledge of CRM, customer experience, and portfolio management.
• Capacity for structuring, analyzing, and resolving complex problems.

What you'll get

We know you'll do a great job, which is why we've put together these benefits for you...

• Permanent contract.
• Flexible start times (7:30 to 9:30) and flexible lunch breaks (between 45 minutes and 2 hours) so you can manage your own time.
• Every Friday with an intensive working day so you can enjoy the weekend more.
• From June 15 to September 15, intensive working day EVERY day, because we know that in summer you want to enjoy more daylight
• Hybrid work model. Because we believe that spending time in the office is a key factor for developing creativity, and enjoying teamwork.
• Access to an online training platform, with a wide self-learning catalog, so that your learning is continuous.
• Fruit, because it's important to take care of yourself. A healthy mind in a healthy body!
• 29 business days of vacation. Disconnect, to reconnect!
• Benefits Plan: pension plan, health insurance, life insurance, and meal compensation.
• Flexible compensation applied to childcare, transportation, and family health insurance.

About the company & team

At VidaCaixa we are very clear that there is only one life. That is why we dedicate it to doing what we are most passionate about.

Shall we tell you what moves and motivates those of us who are part of the leading insurance company in Spain?

The purpose that guides us is a strong commitment to people. We work to guarantee a better future for our clients and our team. That is why we dedicate every today to thinking about tomorrow, using all the resources at our disposal to achieve it, such as digitalization or artificial intelligence.
Our will to improve the future of society is reflected in our commitment to creating inclusive products and making our insurance offering even more accessible to vulnerable groups. Furthermore, these are values very much our own: quality, the essence of everything we do, and the trust of our clients.

Join the leading insurance company in Spain, a growing sector with enormous potential. A solid and expert company, cutting-edge and innovative. The future project of more than 800 professionals.We are at a time of transformation and growth at all levels, with a clear commitment to technology and a data-driven approach, which is why we are looking for profiles like yours: curious and restless people who bring their knowledge and join our challenges.Learn and work alongside the top professionals in the sector. Progress in your career and unleash your

At GrupoCaixa, we value diversity and equality as fundamental qualities of our culture, and we actively contribute to the development of the talent of all people; regardless of sex, religion, ethnicity, sexual orientation, national origin, age, marital status, gender, gender identity or gender expression. This is reflected in our collaborative networks, made up of cross-functional and close-knit teams, where we foster inclusion and share the same commitment to diversity.

Hiring process

To participate in this selection process and ensure that your candidacy is correctly registered, we invite you to submit your application through People Experience Hub. You can access and submit your candidacy at the following link: People Xperience Hub

Process

• We received and validated your application.
• Phone interview with a recruiting specialist.
• Completion of a report.
• Interview with the department manager.
• Personal interview with HRBP.
• And don't forget, we'll give you feedback!

Are you in? We want to meet you!

If you need assistance and/or a reasonable accommodation due to a disability during the application or hiring process, please let us know and we will help you.

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Desired profile

We are looking for a person with a balanced combination of strategic vision, business knowledge, and technological capability.

Key Competencies

• Analytical and structured thinking.
• Ability to learn and adapt.
• Technological curiosity.
• Results orientation.
• Strategic vision.
• Capacity for influence and cross-functional work.
• Communication skills with business and technology stakeholders.

Additional information

If you need assistance and/or a reasonable accommodation due to a disability during the application or hiring process, please specify this and we will help you.