Regional Portfolio & Client Growth Leader

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

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