Posted 3 months ago
Client Portfolio Manager
AI Summary
The Client Portfolio Manager oversees a portfolio of client sites, ensuring compliant use of the Insite product by setting up systems and KPIs, training users, running compliance reports, and holding regular team and portfolio reviews.
About this role
Client Portfolio Manager
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.
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
Skills
Explore related jobs
More jobs at SBM Site Services, LLC
Browse these categories
Market data for this role
All reports →- SeriesRole reportsOne role family at a time: how many openings, what changed this week, who is hiring, what it pays.
- SeriesSalary reportsWhat employers publish in job postings, by level and workplace. Not self-reported pay.
- Market overviewState of tech hiring, September 2026: up 4.8%Tech hiring rose 4.8% month over month in September 2026, with 411,122 new listings. Customer support and account executive roles led the growth.