Portfolio Specialist

DuraServ; Coppell (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation commensurate

Full benefits package: medical, dental

Company-provided life insurance, short

On-site role with no travel

Accountability and precision culture

Job summary

DuraServ is seeking a Portfolio Specialist to manage national account work orders, enforce SLAs and KPIs, and serve as the primary operations liaison between branches, subcontractors, and enterprise customers. You will oversee the end-to-end process from proposal through execution while maintaining rigorous standards and clear accountability.

You’ll coordinate multiple national accounts, drive performance visibility with the Portfolio Manager, and help improve processes across the Core Sales

Qualifications

• 3+ years of experience in a customer service, operations coordination, or national account support role.
• Ability to manage multiple accounts or work streams simultaneously with precision and urgency.
• Advanced proficiency with Microsoft Office 365 - Excel, Outlook, Word, and Teams.
• Strong written and verbal communication skills across internal and external audiences.
• Experience supporting national account operations, SLA management, or KPI tracking.
• Familiarity with Microsoft Dynamics for proposal generation or work order management.
• Background coordinating between branches, subcontractors, or distributed operational teams.

Responsibilities

• Act as primary point of contact between local branches, subcontractors, and national account customers.
• Understand, manage, and enforce customer SLAs, KPIs and expectations across the team.
• Manage multiple tasks for various national accounts simultaneously.
• Assist the Portfolio Manager in conducting weekly, bi-weekly, and monthly customer touchpoint meetings.

Skills

Customer service coordination

National accounts

MS Office 365

Communication skills

Multitasking

Education

High School diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Dynamics

Job description

Portfolio Specialist

WHERE DETAILS MAKE A MISSION-CRITICAL IMPACT.

NATIONAL ACCOUNTS DON'T TOLERATE DROPPED BALLS.

You're The One Who Makes Sure None Drop.

DuraServ is looking for a Portfolio Specialist who manages SLAs, coordinates national accounts, enforces team standards, and serves as the primary operational link between branches, subcontractors, and demanding enterprise customers.

Portfolio Specialist | Core Sales Team Operations | National Accounts | Coordinate. Enforce. Deliver.

DuraServ Corporate | Office-Based Role | No Travel Required

This Is Where National Account Operations Are Kept Honest.

DuraServ's Core Sales Team manages work order operations for national account customers who measure performance in SLAs, KPIs, and response times - and who notice immediately when any of those standards slip. Behind every account that performs to expectation is a Portfolio Specialist who knows the process, owns the details, enforces the standards, and keeps the coordination between branches, subcontractors, and customers running without gaps.

As Portfolio Specialist, you oversee the work order process from proposal generation through execution, manage multiple national accounts simultaneously, enforce SLAs and KPIs across the team, serve as the primary operational liaison between local branches and enterprise customers, and support the Portfolio Manager in driving performance visibility and continuous improvement. You don't just coordinate - you hold the standard for everyone around you.

If national account operations move fast in your world and the details never get away from you - this role was built for you.

What You'll Do

The Accounts

• Act as the primary point of contact between local branches, subcontractors, and national account customers - facilitating effective communication across all parties with professionalism and precision
• Understand, manage, and enforce customer SLAs, KPIs, and expectations across the team - you know what each account requires and you make sure everyone else does too
• Manage multiple tasks for various national accounts simultaneously - your organizational discipline is what keeps competing priorities from colliding
• Assist the Portfolio Manager in conducting weekly, bi-weekly, and monthly customer touchpoint meetings to discuss performance and identify opportunities

The Operations

• Maintain a complete understanding of the proposal generation process in Microsoft Dynamics - and ensure quoting accuracy every time
• Enforce roles and responsibilities for the Estimation Coordinator and Service Coordinator II - you set the expectation and hold the line
• Maintain courteous and effective communication with customers, branches, and subcontractors through email, phone, and customer systems - your responsiveness is the standard others are measured against

The Performance

• Track team performance against Portfolio Manager expectations - identifying trends, flagging areas for improvement, and providing clear visibility before problems escalates
• Collaborate with the Portfolio Manager and team members to streamline processes, resolve issues, and enhance departmental efficiency
• Adhere to company policies and compliance standards, contributing to excellent customer service and overall departmental success

Who You Are

You don't just track what's happening - you see what's about to go wrong and you address it before the customer does.

• Organizationally sharp - you manage multiple national accounts and competing priorities simultaneously without losing accuracy or responsiveness on any of them
• SLA and KPI fluent - you understand service level agreements and key performance indicators not as reporting terms but as operational commitments you are personally accountable for keeping
• A natural enforcer of standards - you hold the Estimation Coordinator and Service Coordinator II to expectations without micromanaging, and your team performs at a higher level because you do
• A clear communicator - across customers, branches, subcontractors, and internal teams; every interaction is professional, accurate, and timely
• Process-minded - you know the Dynamics proposal generation process, you catch quoting errors before they leave the team, and you identify workflow inefficiencies before they compound
• Detail-obsessed in the right way - national account customers track every SLA metric; you track them first

What We're Looking For

Required

• 3+ years of experience in a customer service, operations coordination, or national account support role
• Demonstrated ability to manage multiple accounts or work streams simultaneously with precision and urgency
• Advanced proficiency with Microsoft Office 365 - Excel, Outlook, Word, and Teams are daily tools
• Strong written and verbal communication skills across internal and external audiences

Preferred

• High School diploma or equivalent required; associate or bachelor's degree preferred
• Experience supporting national account operations, SLA management, or KPI tracking in a field service or similar environment
• Familiarity with Microsoft Dynamics for proposal generation or work order management
• Background coordinating between branches, subcontractors, or distributed operational teams

What's In It For You

• Competitive compensation commensurate with experience
• Full benefits package: medical, dental, vision, and 401K with company match
• Company-provided life insurance, short-term and long-term disability
• A role with real scope - national accounts, SLA ownership, team standard-setting, and direct partnership with the Portfolio Manager
• Stable, office-based environment with no travel requirement
• A team that values precision, accountability, and people who hold the line without being asked twice

A Note to the Right Candidate.

If you've been in a coordination or operations role where your attention to detail kept accounts on track, your communication kept everyone aligned, and your standards kept the team accountable - you already know what this job demands.

DuraServ's national account customers measure everything. The Portfolio Specialist is the person who makes sure the numbers they see reflect the work the team actually did - and that when something is off, it gets corrected before the customer has to say a word.

Where details make a mission-critical impact. On every account. Every day.

Thank you for your interest. Please note: This is NOT a remote or hybrid role. On-site presence at DuraServ Corporate is required.

About DuraServ

DuraServ is a national leader in commercial dock and door solutions, operating across the U.S. and Canada since 2001. Our Core Sales Team supports national account customers who depend on operational precision - and we hire people who take that responsibility seriously.

DuraServ is an Equal Opportunity Employer.