Relationship Leaders are responsible for support of the Alliance Director (AD) for oversight of all aspects of service lines provided to a specific Business Unit of a client of CBRE. This role is crucial in building and maintaining the relationship serving as liaison for CBRE to the Business Unit. These individuals participate in expanding and managing the growth of a particular account while acting as trusted advisors to our clients providing creative and innovative strategies to complex account objectives. The Relationship Leader will be a strategic, creative and organized professional who takes pride in seeing operations run smoothly and efficiently.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Supports the AD as the single point of contact for overall account operations ensuring total contract compliance. This includes reaching all key performance indicators including quantitative cost savings and qualitative customer service specifications. Responsible for the profitability of the assigned corporate account.
In conjunction with the AD, becomes a trusted partner, building strong relationships with business leaders through timely, relevant and tailored communication. Create and cultivate, friendly and enjoyable work environment that fosters innovation and productivity.
Partners with CBRE service line platforms engaging with subject matter experts to provide a diverse offering of innovative solutions to complex client problems. Involved in developing strategic plans, occupancy strategies and identifying cost efficiency opportunities.
Oversees applicable service lines based on contract structure which can include numerous variations of Facilities, Project or Transaction Management.
Coordinate with the AD quarterly performance reviews between the Business Unit and CBRE based on key performance indicators (KPIs) outlined in the executed contract.
Responsible for AD coordinated management of financial performance by setting appropriate operational goals while developing capital/operating budgets.
Presents written recommendations to AD for Business Unit submission including economic justifications, financial reports, and monthly summary reporting in line with agreed expectations. Generates a robust communication strategy and ensure accuracy of reporting and client BU submittals.
Develops opportunities for new management agreements and encouragement of extension/renewal of existing agreements.
Continues to develop service level models for unique business settings while constantly evaluating and looking to implement creative solutions that are flexible and scalable.
Establishes management and control procedures to assure assignments comply with established standards for contract compliance, quality control, use of appropriate management means and methods, adherence to budgets and completion according to approved schedules.
Provide Portfolio Management support to the Business Unit Real Estate Leads who are accountable to for the overall portfolio strategy.
Provide Business Unit specific operational and financial metrics for monthly reporting.
Provide escalation of all operational and potential financial risk to be reviewed and discussed with Business Unit Real Estate Leads.
Develop and mutually agree to Business Unit specific annual goals and objectives for operational and financial targets and adjust KPIs, SLAs and Account Plan to align.
Support the business with all termination and transition requirements if the existing contract were to be terminated or if specific Business Units or regional portfolio adjustments are required for M&A, divestiture or other similar activities were to occur.
Provide review and approval of all annual budget development to confirm that sufficient funding is included to meet the needs of the Business.
Confirm with each Business the key contacts and stakeholder that will work directly with the service provider and agree to roles and responsibilities required for each of these roles.
Meet with the Business Unit Real Estate Leads to understand individual business models and requirements to assure alignment with the Business Unit property strategy. Provide regular reporting to confirm continued alignment.
Develop a process for submission of service requests and requirements and provide approval once all terms are defined and agreed to.
Confirm development and implementation of a process to manage all Business requests specific to program needs and support Business unit approval of such requests and establish
Establish agreement with the Business Unit Real Estate Leads as to key metrics to determine successful delivery of all requested program, meeting needs for timing, cost and operational requirements.
Support the approval process for property financial requests, such as lease or capital expenditure, as required by the Business for funding of program requests. Although service provider will support such requests, actual obtaining of required GE approvals will remain with the internal Business Unit stakeholders.
Propose strategic process initiatives to be included in the annual Account Plan to help drive improvements in the delivery plan as assure continued alignment with business needs.
Coordinate and obtain agreement with the Business Unit Real Estate Leads for each proposed initiative to assure alignment with individual roles and responsibilities so it is clearly defined what the service provider will be responsible for delivering and what must be managed and delivered by the Business to assure success of the initiative.
Manage and support Business Unit requests for potential expansion of new services.
Ensure the delivery of real estate transaction projects and initiatives to meet the needs and expectations of the Business Units as detailed in the Transaction Management MSA
Manages the planning, organization, and controls for a major functional area or department. May be responsible for a mix of direct reports. Approves subordinate's recommendations for staff recruitment, selection, promotion, advancement, corrective action and termination. Effectively recommends same for direct reports to next level management for review and approval. Monitors appropriate staffing levels and reports on utilization and deployment of human resources. Leads and supports staff in areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising and rewarding performance and retention. Leads by example and models behaviors that are consistent with the company's values.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and EXPERIENCE
Bachelor's degree (BA/BS) from four-year college or university and a minimum of ten plus years of related experience and/or training with emphasis on Facilities Management, Engineering Operations, Transaction Management, Project Management/Construction and Consulting.
CFM, FMA industry certifications recommended; other Engineering, Business or technical training or certifications a plus. 6 Sigma, Greenbelt preferred.
Strong interpersonal skills; ability to effectively facilitate communications at all leadership levels
Ten plus years of experience directing and evaluating performance of a possess excellent written, verbal, and presentation communication skills.
Must have the ability to travel. International travel may be required based on account needs.
Ten plus years Commercial Real Estate financial analysis and understanding of financial concepts required.
Extensive knowledge and experience in resource allocation and implementation concepts. Strong change agents preferred.
Must have strong management and leadership skills and experience with human resource and performance management processes.
Excellent technical, interpersonal, and analytical skills required. Excellent written and oral communications skills required.
Proven ability in talent assessment. Selects and hire new staff as needed. Ability to provide training and development for staff that drives personnel growth and retention.
ANNUAL BUDGETING AND FORECASTING
Based on information made available to CBRE, the Deputy Alliance Director will coordinate and consolidate the operating budget forecasts for all services pursuant to the contract in conjunction with the representative from each Service Line. The Deputy Alliance Director will provide the budget forecasts in a timely manner which will contain the following:
Major role in developing and maintaining account profitability
Obligations pursuant to each Service Line scope under the Master Services Agreement
Estimated annual gross revenue per Service Line
Cost of reimbursable staff and related expenses
Operating budgets for non-transactional Services as defined in the Service Lines scope documents
Estimates for additional services as may be requested by Client that are outside of the contract scope defined
Reports for each Service Line will be coordinated, integrated and managed by the AD, supported directly by the Deputy Alliance Director, in conjunction with the representative of each Service Line provided to Client under the contract. Reports, pursuant to the terms of the contract, will be delivered on time, in a consistent format and in a client acceptable format. Coordinate and present annual reviews, with representative of each Service Line, pursuant to the terms of this contract.
Ability to comprehend, analyze, and interpret the most complex business documents. Ability to respond effectively to the most sensitive issues. Ability to write reports, manuals, speeches and articles using distinctive style. Ability to make effective and persuasive presentations on complex topics to employees, clients, top management and/or public groups. Ability to motivate and negotiate effectively with key employees, top management, and client groups to take desired action.
Requires in-depth knowledge of financial terms and principles. Reviews complex financial/business analysis and reports prepared by direct reports. Ability to analyze the most complex business/financial data and develop innovative solutions. Approves and oversees department budget.
Ability to solve advanced problems and deal with a variety of options in complex situations. Requires expert level analytical and quantitative skills with proven experience in developing strategic solutions for a growing matrix-based multi-industry sales environment. Draws upon the analysis of others and makes recommendations that have a direct impact on the company.
OTHER SKILLS and ABILITIES
High level of proficiency in Microsoft Office suite. Knowledge of PeopleSoft Financial and HR platforms is preferred. Ability to travel.
SCOPE OF RESPONSIBILITY
Decisions made with in-depth understanding and interpretation of procedures, company policies and business practices to achieve general results. Responsible for setting department deadlines. Errors in judgment may cause long-term impact to co-workers, supervisor, department and/or line of business.
Internal Number: 19016657
With broader and deeper capabilities than any other company, CBRE is the leading full-service real estate services and investment organization in the world.
CBRE Group, Inc. is the world’s largest commercial real estate services and investment firm, with 2017 revenues of $14.2 billion and more than 80,000 employees (excluding affiliate offices). CBRE has been included in the Fortune 500 since 2008, ranking #214 in 2017. It also has been voted the industry’s top brand by the Lipsey Company for 17 consecutive years, and has been named one of Fortune’s “Most Admired Companies” in the real estate sector for six years in a row. Its shares trade on the New York Stock Exchange under the symbol “CBRE.”
CBRE offers a broad range of integrated services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.