Head of Integrated Portfolio Management

Jobtailor; San Francisco (CA); On-site; USD 180,000 - 240,000; Full time

Job summary

Jobtailor in San Francisco seeks an accomplished senior account leader to guide regional client accounts and drive multi-year strategies across service lines. You will lead the account team, manage budgets and EBITDA targets, and deliver measurable client value through cross-functional collaboration and data-driven planning.

The role requires 15+ years of experience, a Bachelor’s degree, and a proven ability to build high-performing teams, manage complex deals, and expand client relationships in

Qualifications

• Bachelor’s degree required.
• 15+ years’ experience.
• Competency in one or more of the core service lines.
• Financial analysis and computer literacy with knowledge of applicable software packages.
• Experience in resource allocation and implementation.
• Demonstrated leadership and management skills dealing with issues ranging from senior level to administrative.
• Ability to cross sell services.
• Strong communication, negotiation and analytical skills.
• Financial analysis experience and familiarity with financial concepts.
• Strong proficiency with MS Office Suite, including ability to perform internet-based research.
• Extensive knowledge and experience in resource allocation and implementation concepts.
• Superior relationship building and management skills along with solid interpersonal skills.
• Strong organizational skills.
• Team oriented approach.
• Ability to balance integration of internal requirements of policies/procedures with those of the client.
• Proven record of providing excellent internal and external customer service.
• Ability to comprehend, analyze, and interpret complex business documents.
• Ability to respond effectively to highly sensitive issues.
• Ability to make effective and persuasive presentations on complex topics to employees, clients and Sr. Management.
• Ability to motivate and negotiate effectively with key employees, senior management and client groups.
• Ability to solve complex problems and deliver a variety of options in complex situations.
• Expert level analytical and quantitative skills.

Responsibilities

• Implement overall vision, strategy and multi-year contracts/metrics for regional client accounts across applicable service lines.
• Serve as primary executive point of contact for GOS occupier clients within the region.
• Lead the account management team and collaborate across the platform to deliver client value, expand relationships and grow regional GOS business.
• Set operational and financial goals through internal business planning and client-facing strategic agendas.
• Manage P&L responsibility for all regional accounts, including budgets, forecasting, quarterly financial reviews and EBITDA targets.
• Build an engaged, high-performing workforce focused on client needs, satisfaction and KPI results.
• Collaborate with Enterprise and Portfolio Sales to acquire and transition new clients.
• Participate in semi-annual account reviews covering performance, financials, risks, growth opportunities, talent development and succession planning.
• Instill a strategic, data-driven approach across account teams.
• Develop knowledge of C&W platform resources, service line leads, marketing, research, technology and best practices.
• Partner with service line leaders to foster trust and teamwork across business lines.
• Oversee financial and administrative responsibilities within the region.
• Ensure delivery of contract deliverables, measurable value-add, innovation, continuous improvement and client satisfaction.
• Implement and monitor contracted service lines and identify additional services across client portfolios.
• Coordinate client/C&W performance reviews and manage improvement action plans.
• Integrate C&W accounting and financial reporting services for client accounts and regional P&L management.
• Realize fixed compensation services and maximize variable compensation opportunities.
• Contribute to service and financial performance through cross-selling and revenue expansion.
• Demonstrate leadership and relationship management across client stakeholders and internal C&W personnel

Skills

P&L Management

Financial Analysis

Leadership

Client Relationship Management

Cross-Selling Services

Data-Driven Decision Making

Contract Management

Performance Review

Analytical Skills

Quantitative Skills

Education

Bachelor’s Degree

Tools

MS Office Suite

Financial Software Packages

Job description

• Implement overall vision, strategy and multi-year contracts/metrics for regional client accounts across applicable service lines
• Serve as primary executive point of contact for GOS occupier clients within the region
• Lead the account management team and collaborate across the platform to deliver client value, expand relationships and grow regional GOS business
• Set operational and financial goals through internal business planning and client-facing strategic agendas
• Manage P&L responsibility for all regional accounts, including budgets, forecasting, quarterly financial reviews and EBITDA targets
• Build an engaged, high-performing workforce focused on client needs, satisfaction and KPI results
• Collaborate with Enterprise and Portfolio Sales to acquire and transition new clients
• Participate in semi-annual account reviews covering performance, financials, risks, growth opportunities, talent development and succession planning
• Instill a strategic, data-driven approach across account teams
• Develop knowledge of C&W platform resources, service line leads, marketing, research, technology and best practices
• Partner with service line leaders to foster trust and teamwork across business lines
• Oversee financial and administrative responsibilities within the region
• Ensure delivery of contract deliverables, measurable value-add, innovation, continuous improvement and client satisfaction
• Implement and monitor contracted service lines and identify additional services across client portfolios
• Coordinate client/C&W performance reviews and manage improvement action plans
• Integrate C&W accounting and financial reporting services for client accounts and regional P&L management
• Realize fixed compensation services and maximize variable compensation opportunities
• Contribute to service and financial performance through cross-selling and revenue expansion
• Demonstrate leadership and relationship management across client stakeholders and internal C&W personnel

Requirements

• Bachelor’s degree required
• 15+ years’ experience
• Competency in one or more of the core service lines
• Financial analysis and computer literacy with knowledge of applicable software packages
• Experience in resource allocation and implementation
• Demonstrated leadership and management skills dealing with issues ranging from senior level to administrative
• Ability to cross sell services
• Strong communication, negotiation and analytical skills
• Financial analysis experience and familiarity with financial concepts
• Strong proficiency with MS Office Suite, including ability to perform internet-based research
• Extensive knowledge and experience in resource allocation and implementation concepts
• Superior relationship building and management skills along with solid interpersonal skills
• Strong organizational skills
• Team oriented approach
• Ability to balance integration of internal requirements of policies/procedures with those of the client
• Proven record of providing excellent internal and external customer service
• Ability to comprehend, analyze, and interpret complex business documents
• Ability to respond effectively to highly sensitive issues
• Ability to make effective and persuasive presentations on complex topics to employees, clients and Sr. Management
• Ability to motivate and negotiate effectively with key employees, senior management and client groups
• Ability to solve complex problems and deliver a variety of options in complex situations
• Expert level analytical and quantitative skills

Core Competencies

Demonstrates extensive experience in account management, financial analysis, and strategic planning, with a strong focus on client satisfaction and operational excellence. Proven ability to lead teams, manage P&L responsibilities, and foster relationships across various stakeholders.

Highest-signal resume keywords

• P&L Management
• Financial Analysis
• Leadership Skills
• Client Relationship Management
• Cross-Selling Services

Hard Skills

• Financial Analysis
• Resource Allocation
• Budgeting
• Forecasting
• KPI Management
• Data-Driven Decision Making
• Contract Management
• Performance Review
• Analytical Skills
• Quantitative Skills

Soft Skills

• Strong Communication
• Negotiation Skills
• Interpersonal Skills
• Organizational Skills
• Team-Oriented Approach

Certifications & Qualifications

• Bachelor’s Degree

Industry Keywords

• Account Management
• Client Satisfaction
• Service Lines
• Business Planning
• Continuous Improvement

Tools & Technologies

• MS Office Suite
• Financial Software Packages