Portfolio Manager

4 weeks ago

Ottawa, Ontario, Canada CB Canada Full time

Job Description

As a Portfolio Manager at CB Canada, you will be responsible for developing and maintaining strong relationships with our clients. You will work closely with customers to understand their business needs, identify areas for improvement, and recommend solutions to meet their objectives. This role requires a strong understanding of our clients' businesses and the ability to communicate effectively with them.

Key Responsibilities

  • Account Management
  • Foster strong relationships with assigned clients and ensure a primary point of contact is appointed for their needs within CB Canada.
  • Act as key contact with individual customers or appoint a senior resource to do so on behalf of the portfolio.
  • Ensure overall management of assigned projects and programs within the portfolio, and that any issues with regards to scope, quality, delivery, schedule, resources, and cost are consistently reviewed and status understood.
  • Engage key client executives and stakeholders in the review of project performance to ensure contract compliance and to identify conflicts or conduct periodic reviews, frequent outreach, and maintain ongoing communication with clients to ensure client satisfaction and retention.
  • Respond to client requests and concerns in a timely and professional manner and delegate to internal resources as necessary to manage solutions.
  • Responsible for the implementation of projects, which includes the delivery of products, services, and data deliverables such as technical reports or analysis.

Resource Management

  • Responsible to maintain and update CRM/PSA (Salesforce) for assigned accounts and assignments.
  • Manages performance-related matters, and ensures incidents are documented and relayed to the appropriate personnel, including but not limited to Talent Management.
  • Ensures all mandatory training has been completed by his/her staff. Ensures the continued development of staff within the program in order to sustain and develop its growth and meet emerging trends.
  • Manages and leads all resources assigned to his/her assigned contracts including employees, independent consultants, and subcontractors.
  • Manages the Task Authorization process for new tasks under existing assigned contracts, including the staffing and administrative processes.
  • Works with Talent Acquisition, PDC, and other functional areas to identify suitable candidates, assist with gridding, and ensure appropriate staffing of vacancies according to SOW.
  • Acts as lead for setup, coordination, and onboarding of new resources recruited for his/her assigned contracts.
  • Proactively identifies resources that are concluding their work on a contract to enable early transition planning.

Financial Management

  • Oversees and monitors ADGA budgets for the assigned program.
  • Communicates financial or project-related variances in relation to the SOW.
  • Forecasts potential financial issues and assist with resolution opportunities.
  • Responsible to maintain the Salesforce Price repository for assigned accounts and projects.
  • Reviews Scope, Quality, Delivery, Schedule, Resources, and Cost for assigned Contracts, and associated Amendments and Task Authorizations and forward to the Contracts department for Commercial review, approval, and signature.
  • Prepares Purchase Requisitions, as required, to support assigned projects and forward approval to the Contracts department to generate a Purchase Order.
  • Responsible to manage all project costs and monitor performance against approved project budgets. This includes, but is not limited to, the approval of timesheet submissions of employees, consultants, and subcontractors; resource expense claims; the provision of invoicing instructions; material purchases for assigned projects; and, as required, costs associated with the rental or lease of equipment or facilities.

Other Duties

  • Provide input and insight into corporate initiatives to assist the Executive team in making sound business decisions.
  • Work with Account Executives by identifying business development opportunities and support their capture management of new business proposals.
  • Responsible to gather program metrics such as billable days, rates, historical information, etc. for assigned Accounts to support Bid/No-Bid decisions, pricing, and capture management.

Qualifications

  • 5 years working on a Program or Project in a customer-facing management role.
  • College Degree/Diploma in Engineering or Computer Technology, Business Administration; or equivalent.
  • Must have superior organizational skills and the ability to plan, coordinate, and monitor a significant number of projects simultaneously.
  • Experience working in Professional Services, and business development (Professional Service/IT experience an asset).

Additional Information

  • Be able to hold and maintain a government secret clearance.

CB Canada commits to putting diversity into action to build a stronger, more representative team and help our customers and communities thrive. We are a proudly Canadian company, striving to further diversity, equity, and inclusion in the workplace and provide every individual with the opportunities and resources to help them reach their full potential.

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