Jobs · Finance · California

Client Portfolio Manager

Allied Universal · Sacramento, CA · 3 mo ago
On-siteFinanceFull-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 role involves acting as the official representative of Allied Universal (AUS) to the client, ensuring a consistent and superior level of service to all client sites.

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 to 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
  • 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

Preferred Qualifications (nice to have)

  • Law enforcement, military, and/or contract or proprietary security services experience
  • Experience managing a dispersed workforce in a multi-location operation

Pay

$118,000.00 - $128,000.00/yr

Schedule

N/A

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

Company Information

Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: www.aus.com

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