About KBS
Kellermeyer Bergensons Services (KBS) is the largest privately held provider of facility services in North America, servicing over 2 billion square feet of space daily. We help industry leaders across a wide range of key verticals-including retail, industrial and logistics, healthcare, education, manufacturing, and more-maintain clean, efficient and welcoming spaces that support their operations. As we continue to grow, we're looking for team members who are dedicated, reliable, and ready to contribute to a culture built on respect, opportunity, and pride in service.
Position Summary
The Strategic Account Manager (SAM) - Financial Services is a cross-functional leadership position that works directly with the Director of Strategic Accounts and the Vice President of Strategic Accounts (SAM VP) to ensure that strategic accounts are successful. This position will work closely with a large-scale financial services client, KBS leadership, and internal departments on successful management and execution of the client facility services program.
his senior level position is responsible for managing the customer relationship and developing strategic plans that ensure customer success and deliver the financial and growth goals for the account.
This position serves as the primary relationship contact for the customer, working closely with them to ensure service delivery meets customer contracted requirements and ultimately establishes the confidence and trust that leads to overall customer satisfaction and retention.
Analyzes the key performance indicators (KPI's) as defined by the customer and KBS to develop and/or implement action plans for areas that are sub-standard. Grows current business through industrial engineering of clients' scopes of work, cross-selling and up-selling other services.
Duties and Responsibilities:
Act as senior point of contact with customers and establishes productive, professional relationships with key personnel at the account
Understands the scope of work for financial services organization, translates that scope into priorities for the operational teams, monitors those KPIs and drives action plans as required
Meet assigned sales quota and expectations for profitability for assigned accounts, independently or in partnership with the Sales and Operations team
Meet budgeted gross profit margin dollars and percentages for assigned accounts in partnership with the Operations team
Achieve strategic customer objectives defined by company management
Complete strategic customer account plan and maintain on a quarterly basis
Establish proactive, ongoing contact management program with each echelon of the customer organization, including site, regional and headquarter levels of the customer organization
Work with and through the company SAM program leadership, field operations, customer service, finance, accounting, and sales teams to deliver service and growth
Monitor and assist with client billing and collection issues Submit the QBR agenda, content and report prior to the meeting to SAM program leadership
Direct the traffic of information between customer and company operations and other functional departments involved in rollout and account maintenance activities
Review client-directed processes and procedures or changes to the program and identify financial considerations.
Update customer notes and other information in related CRM/ERM and other databases as needed (e.g. Salesforce); monitor information in systems for proper response and action
Review and analyze the weekly Executive reports generated by the Customer Support team address and, or, support, any major concerns or issues in the trends
Proactively assess, clarify, and validate customer needs and related performance data on an ongoing basis, and communicate trends, opportunities and progress
Be the accountable point person with all rollouts of new business within the account
Lead solution development efforts that best address customer needs, while coordinating the involvement of all necessary company personnel
Requirements:
Knowledge of facilities (janitorial services and building maintenance service) for financial services industry
Understanding of account management processes and components of facility operations
Strategic planning
Customer relationship building
Business operations and organizational relationships
CRM/ERP (Salesforce etc.) software and related technology
Kno wledge of MS Office products including experience working with Excel (pivot tables, filtering, etc).
Ability to identify and drive account growth
Ability to prepare and present oral presentations to leadership and customers
Strategic planning and execution
Problem solving and conflict management
Ability to work under pressure and perform tasks with strict deadlines
Demonstrated problem-solving skills with experience leveraging data to provide business insights and recommendations
Ability to travel domestically
LOCATION - This role is remote with up to 50% travel Nationwide
SALARY RANGE - Base of $120-150K + incentive plan
The salary range for this position is based on market data and is intended to provide a general guideline for the position. Actual compensation may vary depending on factors such as experience, qualifications, skills, internal equity, and geographic location. The final offer will be determined through a comprehensive evaluation during the hiring process.
Experience Required:
10 years of strategic account management, sales, or related experience in the financial services industry
Education:
Bachelor's degree or equivalent business experience required
Full-time Benefits:
As a full-time KBS employee (30+ hours per week) you may qualify for benefits including medical, dental, vision, prescription drugs, and more!
Paid Time Off
Paid Holidays
Sick Time
Life Insurance
Short Term Disability - Employer paid
Long Term Disability
Supplemental Health Insurance (E.G., Accident)
401k plan with a match or Non-qualified Deferred Compensation Plan
Pet Insurance
PerkSpot Discount Program - discounts on travel, gyms, cell phones, restaurants, auto, apparel & electronics
KBS considers all applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity, and expression, marital or military status, or based on an individual's status in any group or class protected by applicable federal, state, or local law. KBS also provides reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law.
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