Client Portfolio Manager

Reposted 18 Days Ago
Be an Early Applicant
West Point, PA, USA
In-Office
40K-55K Annually
Mid level
Professional Services
The Role
The Client Portfolio Manager ensures compliance with the Insite system across various sites, collaborating with teams, training users, conducting evaluations, and reporting on performance metrics.
Summary Generated by Built In
Company Description

SBM is an international company providing facilities support services to some of the world's leading Fortune 500 companies. Our dedication to delivering the highest quality service and cost savings solutions with the least environmental impact possible has launched SBM into the top one percent of service providers in the facilities maintenance industry. Today, SBM services more than 350 million square feet throughout the United States, Canada, and Latin America, with plans to expand globally in Asia, Europe and the Middle East. 

Our innovative employee programs, supportive management structure, and extensive career advancement opportunities make SBM a great place to work. As a result, our turnover rate is one-fourth the national average. We respect and promote the professional and personal growth of our employees and are committed to the success of one another. Teamwork, integrity and compassion are core values of our company, and we go to great lengths to ensure that our employees are satisfied and rewarded for the work that they do.

Job Description

The Insite Portfolio Manager is accountable to ensure that all of the sites within their portfolio are fully compliant with utilizing Insite.  Regardless of the size of the site, the Portfolio Manager will need to work with the operations team and identified contacts to assure the compliant utilization and management of the Insite Product. 

 

CORE DUTIES AND RESPONSIBILITIES

·         Work with National Account Manager to setup the Insite system for all of the client’s sites, to include: establishing KPI’s for the sites and Scorecards for the entire portfolio; setting goals for critical metrics; setting up audit profiles, including criteria and schedule

·         Train the users at the assigned clients’ sites on the Product, to include: use, purpose, process and expectations

·         Ensure each manager within the portfolio is accountable for following the process and meeting the expectations; run compliance reports and communicate findings with the National Account Manager; identify and correct missed expectations

·         Ensure that the Product is being used with customers by tracking weekly reports and updates 

·         Hold team update meetings monthly and employee surveys quarterly

·         Hold weekly meetings with the portfolio to review results

Qualifications

SKILLS AND QUALIFICATIONS

5th year college or university program certificate; or 2 – 4 years of related experience or training

Project Management skills are required

Ability to write reports, business correspondence and procedure manuals

Able to effectively present information and respond to questions in front of groups of managers, clients, customers and the general public

Knowledge of spreadsheet and word processing software

Additional Information

COMPENSATION

Annual salary range is $40,000 - $55,000 per year. An attractive health benefit plan is offered including medical, dental and vision plans, and two weeks of vacation.

 

 

APPLICATION INSTRUCTIONS 

For immediate consideration, please apply online


For more information about SBM Site Services, please visit our website at www.sbmmanagement.com. 

SBM is an EEO


 

Top Skills

Insite
Spreadsheet Software
Word Processing Software
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The Company
HQ: McClellan, CA
1,321 Employees
Year Founded: 1982

What We Do

SBM was founded in 1982 in Sacramento, California by Charles Somers (CEO) and Don Tracy (EVP), providing service to the entire Northern California region. With the addition of Ron Alvarado as a partner in 1993, SBM embarked on its national expansion outside of California. Today, SBM employs more than 9,000 individuals servicing more than 350 million square feet throughout North America, Latin America, and Asia. Our success has been a direct result of SBM's proven performance, technology, service quality, and cost savings record that has led to new business opportunities, as well as organic growth among our existing customer base. Our market sectors include corporate headquarters, manufacturing, hospital/healthcare, pharmaceutical, defense, education, high-tech, sports and entertainment facilities and distribution.

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