Client Portfolio Manager
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
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
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