Portfolio Specialist

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.

Dura Serv 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.

Dura Serv Corporate | Office-Based Role | No Travel Required

This Is Where National Account Operations Are Kept Honest.

Dura Serv'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.

• 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

• 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

• 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

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…