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.