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Portfolio Manager

Job Details

Tampa - Tampa, FL
$65,000.00 - $75,000.00 Salary/year

Portfolio Manager

Title:  Portfolio (Project) Manager




Department: Solutions Group





Job Summary: 



We are looking for professionals with vital customer service and project management experience! Our Portfolio (Project) Manager is the prime point of contact for the Solutions Group clients and their properties. They will work with account leaders and clients directly to provide world-class service to our clients by responding to clients’ requests, understanding the clients’ challenges, and assisting with resolving issues relating to elevators. This role will track all client issues and resolutions accurately and timely. This Portfolio (Project) Manager will handle numerous tasks simultaneously, working closely with the account lead and client to respond to inquiries, review invoices, manage client requests, and work with client vendors to solve solutions.




Company Insight:



Lerch Bates is the global multidisciplinary technical consultancy saving time and money for those designing, modernizing, investigating, or managing buildings. From risk to ROI, schedule to sustainability, Lerch Bates’ suite of services helps you plan the future of your building at every phase of the building lifecycle. As your partner in finding the best technical outcomes for your project, we ensure functionality, safety, and value work together.


We simplify the path to the best technical expertise for the built environment anywhere in the world. Lerch Bates offers integrated specialties, including vertical transportation, logistics, enclosures & structures, forensics, and multidisciplinary building lifecycle services that optimize performance from design, construction, and management to forensic investigation, repair, and modernization.





What You’ll Do:


The duties listed below are intended only as illustrations of the various types of work that may be performed in this position. They are not intended to prescribe or restrict management’s assignments.


  • Stay on top of potential issues and current problems for the client or the account manager by analyzing callout reports/invoices/surveys.
  • Work with leadership, account holders, and clients, create action plans to move projects forward, and troubleshoot/resolve issues.
  • Solve and negotiate conflicts between vendors and the client.
  • Communicate with the client on behalf of the company via email, telephone, and in-person meetings as per contractual obligations and client requests.
  • Organize information and data using databases and spreadsheets to track projects, concerns, and resolutions.
  • Write formal proposals, specifications, bidding documents, and reports using technical industry language.
  • Review billing reports and make collection calls as required.
  • Must be a service-minded professional who takes personal accountability and initiative in getting the job done and delighting our clients.
  • Strong customer service skills, with the ability to defuse situations and resolve problems.



What You’ll Bring:


  • A Bachelor’s Degree is required, and Project Management, Construction Management, or Engineering degrees are preferred.
  • Courses/certifications in service, project management, and/or administrative functions (preferred).
  • Proven successful employment history.
  • Project Management experience in a construction trade or existing building trade (preferred).
  • Experience with project specifications, RFP, bid preparation, negotiation, awards, and change orders (preferred).
  • Experience working in the elevator/vertical transportation field (preferred).
  • Strong attention to detail and organizational skills
  • An ability to adapt quickly to changing priorities.
  • Excellent written and verbal communication skills.
  • An ability to work in a fast-paced, team environment, juggling multiple projects and priorities.
  • An ability to work well with and build relationships with all levels of Consultants and Clients.
  • Basic elevator industry knowledge.
  • An ability to travel occasionally to meet with clients and vendors.
  • Proficiency with Microsoft Word, Outlook, Excel, Acrobat, and PowerPoint.



Why work with Lerch Bates:


  • Competitive Compensation
  • Medical, Dental, and Vision Insurance
  • Employee Stock Ownership program!
  • Generous PTO
  • Incentive compensation bonus
  • 401(k) with up to 6% employer match!
  • FSA and HSA
  • Charitable paid time off
  • Birthday Bonus
  • Paid Parental Leave
  • Tuition Reimbursement
  • Learning and Development
    • An entire internal department dedicated to your learning and career development!
  • Exceptional company culture
    • Employee resource groups
    • Team building and networking activities
  • And more!





Be more than just an employee…


Lerch Bates is 100% employee-owned! Our employee-owners bring a distinct “we own what we do” brand of technical consulting to every project and partnership. When you work with us, you join a company with an ownership mindset. Expect responsibility, service, and performance in everything we do. So, what does that mean for you? After a certain service time, you are eligible for stock ownership, which essentially works as a wealth accumulation and/or retirement account! 




CORE Values: Ownership . Community . Integrity . Respect . Optimism .




Lerch Bates is a federal contractor, which requires us to conduct a pre-employment background check and drug test.





We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.