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Lean Portfolio Management Coach
Dayton, OHApril 5th, 2026
Job Summary:Leads the implementation of Lean Portfolio Management practices across the enterprise to optimize flow, improve value delivery, and strengthen strategic outcomes. The Lean Portfolio Management Coach enables effective strategy-to-execution alignment by coaching executives, leaders, and teams to operate using Lean-Agile principles at scale. This role blends strategy enablement, systems thinking, leadership coaching, and lightweight governance to drive organizational agility. The coach facilitates strategic and investment planning, guides the adoption of portfolio-level agile practices, and leverages performance insights and metrics to support data-informed decision-making and continuous improvement.Essential Functions: Facilitates the implementation of Lean Portfolio Management (LMP) practices to enhance organizational agility and optimize workflow across the enterprise.Coaches executives, leaders, and teams on effective strategy-to-execution alignment using Lean-Agile principles at scale.Guides strategic and investment planning to ensure alignment with organizational objectives and maximize value delivery.Promotes the adoption of portfolio-level agile practices, fostering a culture of continuous improvement and data-informed decision-making.Utilizes performance insights and metrics to identify opportunities for enhancement in processes and strategic outcomes.Provides leadership coaching and supports lightweight governance to drive effective decision-making and system thinking across the organization.Facilitates and coaches enterprise-level portfolio and strategy events to drive integrated planning, decision-making, learning and alignment.Establishes and facilitates inspect-and-adapt cycles at the portfolio and enterprise levels to ensure alignment with enterprise growth and maintain currency with evolving healthcare industry practices.Matures the Lean Portfolio Management operating model to ensure consistency across portfolios, enable standardization for optimization and scalability, and preserve flexibility in execution.Develop and deliver LPM training and enablement materials for sustainability.Develop internal LPM coaching capability to reduce dependency on eternal consultants.Define and coach the use of outcome-oriented metrics (OKRs, KPIs, flow metrics) and help leaders interpret metrics to drive better decisions (not simply for compliance).Develop, maintain and train on LPM dashboards to ensure transparency and a focus on outcomes.Act as a change agent for enterprise Agile and Lean maturation to ensure adoption.Partner with enablement leaders, Agile CoE, and key stakeholders to identify systemic impediments and remove them.Perform any other job related duties as requested.Education and Experience: Bachelor's Degree in Business Administration, Healthcare Management, or a related field is requiredEquivalent years of relevant work experience may be accepted in lieu of required educationTen (10) years Progressive experience in portfolio management, project/program management, agile delivery or enterprise transformation roles within complex organizations requiredFive (5) years Direct experience coaching or leading lean/agile practices at scale requiredFive (5) years Experience operating in large, matrixed or regulated environments requiredThree (3) years Experience in the healthcare sector requiredDemonstrated experience working with senior leaders and executives requiredCompetencies, Knowledge and Skills: Portfolio Management skillsProject/Program Management skillsFamiliar with Agile PrinciplesStrategic PlanningProject Performance AnalysisContinuous ImprovementTraining DevelopmentResource AllocationData-Driven Decision MakingProcess StandardizationPlanning, negotiating and influencing skillsetKnowledgeable in working in agile, scrum or SDLC methodologiesProven ability to effectively interact at all organizational levelsDemonstrated ability to coach and mentor teamsExceptional collaboration and relationship building skillsFamiliarity of the healthcare fieldStrong written communication skills with the ability to document workflows, standard operating procedures, training documents and similar materialsAbility to work cross-functionally and influence peers and co-workers to work towards common goals and outputs without direct reporting structures in placeBig picture mindset with the ability to anticipate upstream and downstream impacts of change outside the targeted areasLicensure and Certification: Certified Coach or Facilitator preferredBusiness Agility or Agile Practitioner preferredCertified Scrum Master preferredCertified Scrum Product Owner preferredCertified Project Manager preferredWorking Conditions: General office environment; may be required to sit or stand for extended periods of timeMay be required to work additional hours and/or outside normal business hours as needed to meet deadlines.Up to 25% (regular) travel to attend meetings, trainings, and conferences may be requiredCompensation Range:$113,000.00 - $197,700.00 CareSource takes into consideration a combination of a candidate's education, training, and experience as well as the position's scope and complexity, the discretion and latitude required for the role, and other external and internal data when establishing a salary level. In addition to base compensation, you may qualify for a bonus tied to company and individual performance. We are highly invested in every employee's total well-being and offer a substantial and comprehensive total rewards package.Compensation Type:SalaryCompetencies:Fostering a Collaborative Workplace CultureCultivate PartnershipsDevelop Self and OthersDrive ExecutionInfluence OthersPursue Personal ExcellenceUnderstand the BusinessThis job description is not all inclusive. CareSource reserves the right to amend this job description at any time. CareSource is an Equal Opportunity Employer. We are dedicated to fostering an environment of belonging that welcomes and supports individuals of all backgrounds.#LI-GB1
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