Jobs · Finance · California

Client Portfolio Manager

Allied Universal · Greater Sacramento · 3 mo ago
FinanceFull-time

About the role

Allied Universal is seeking a Client Portfolio Manager to lead and oversee all security service deliveries and related programs across a designated client territory. The position involves acting as the official representative of Allied Universal (AUS) to the client, ensuring a consistent and superior level of service.

Responsibilities

  • Set the direction, tone, and client-specific plan for achieving agreed-upon service levels and meeting actionable expectations for delivering measurable results.
  • Hire, develop, and retain appropriate security officers and Operations Managers and Field Supervisors overseeing remote managed business.
  • Communicate high service level expectations consistently to the team to ensure client and employee satisfaction and retention.
  • Engage regularly with clients to share expertise and enhance the value of Allied Universal's offering.
  • Absorb and coordinate the day-to-day team effort of Operations Managers and other assigned personnel to ensure services are delivered in a quality and cost-effective manner.
  • Coach, counsel, and develop assigned personnel to assist with their opportunity for advancement/promotability.
  • Capably utilize WinTeam for scheduling and billing and to produce reports that require interpretation and action for effective business management.
  • Enforce Allied policies as outlined by the handbooks and executive memos.
  • Act as liaison between Allied Universal and the customer to foster customer intimacy, including travel to/from in-person meetings.
  • Maintain regular attendance to ensure avoidance of unpredictable, frequent, and/or ongoing late arrivals and chronic tardiness.
  • Participate actively in community and business-related organizations.

Qualifications (must have)

  • One or more of the following: Bachelor's degree in criminal justice, business or a related field; Associate’s degree in criminal justice, business or a related field with three (3) years of management experience in a high-volume workforce environment or service industry; High School diploma with five (5) years of management experience in a high-volume workforce environment or service industry.
  • Current driver’s license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events).
  • Minimum of two (2) years of experience in successfully building and developing teams.
  • Minimum of one (1) year of experience driving operational and/or financial metrics while demonstrating strong financial acumen.
  • Leadership skills that foster teamwork, innovation, agility, client relations and achieving desired results.
  • Results-oriented problem-solving skills that meet client and employee needs, while running a profitable business.
  • Proven strong service orientation, excellent interpersonal, leadership and organizational skills.
  • Manage multiple tasks with ability to manage multiple priorities, complex situations, a diverse team of employees, and client requirements on an ongoing basis.
  • Excellent verbal and written communication skills with the ability to communicate in a timely manner any changes or recommendations that could have impact on our service image or brand.
  • Dynamic networking skills displaying a commitment to safety and trust by participating in local community, client and industry events.
  • Audit the master and weekly operating schedules across multiple client sites to ensure efficiency.
  • Liaise with local AUS branch office stakeholders to coordinate emergent or exigent circumstance coverage requests or other operational support needs.
  • Ensure all contracted scheduled hours for all assigned sites are maintained to the non-billable and overtime percentage acceptable levels.
  • Obtain necessary information needed for requested cost proposals and communicate it to the Portfolio Director.
  • Review monthly client invoices, and adjust as needed, to ensure accurate and timely submissions for processing of payment as prescribed by the terms of the contract.
  • Execute all operational aspects (technical and managerial) of the security contract across the assigned locations, assigning tasks to the Account Manager and Assistant Account Manager.
  • Audit Post Orders to ensure they are updated annually, or as needed.
  • Audit the Job Safety Analysis (JSA) and safety programs to ensure they are updated annually, or as needed.
  • Audit Key Performance Indicators (KPI) and ensure acceptable metrics are met at all assigned locations.
  • Maintain subject matter expertise in applicable security related topics.
  • Provide subject matter expertise in the development of client policies and procedures related to the security program.
  • Maintain confidentiality of all employee information and data.
  • Communicate and exemplify a culture that upholds the Mission, Vision, and Values of AUS and Adventist Health.
  • Drive the delivery of department goals and objectives across multiple service areas and/or networks.
  • Ensure and/or validate contract-required training and screening elements for security personnel have been met and maintained across all assigned client sites.
  • Audit employee specific compliance and training folders to ensure they are maintained and available for review by client, AUS, or regulatory and accreditation agencies.
  • Facilitate workplace violence and de-escalation training, either in partnership with other instructors, or independently, for both client and AUS personnel.
  • Provide guidance on the procurement and maintenance of all security personnel uniforms and equipment, inclusive of Personal Protective Equipment (PPE), other department equipment, supplies, and vehicles.
  • Inspect security personnel to ensure compliance with uniform and equipment standards and contractual requirements.
  • Ensure all assigned account management personnel comply with all applicable client policies, procedures, regulations, and guidelines.
  • Know, adhere to, and enforce standards as listed in the AUS Security Employee Handbooks.

Benefits

  • Medical, dental, vision, basic life, AD&D, and disability insurance.
  • Enrollment in our company’s 401(k) or Supplemental Income Plan, subject to eligibility requirements.
  • Eight paid holidays annually, five sick days, and four personal days.
  • Vacation time offered at an accrual rate of 3.08 hours biweekly.
  • Unused vacation is only paid out where required by law.

Pay

$118,000.00 - $128,000.00/yr.

Schedule

N/A

Contact Information

To find an office near you, please visit: www.aus.com/offices.

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