Demo

Account Manager, Projects & Facilities

Visions Management
Daly, CA Full Time
POSTED ON 4/12/2025
AVAILABLE BEFORE 5/10/2025

Job Description

Job Description

Salary : About Visions

Visions Management began in 2007 with the goal of reimagining the experience of move management, space planning and FF&E services for our clients. To meet this goal, we built a diverse team of experts from varied backgrounds. Visons is a Certified Women Business Enterprise, Small Business, San Francisco Local Business Enterprise and EcoVadis Bronze Medalist (Universal Sustainability Award).

We are dedicated to fostering a diverse and inclusive environment and believe that diversity drives innovation and creativity, making us stronger as a team. We actively seek unique perspectives and experiences, understanding that they enrich our work and help us better serve our clients. We believe company culture is key to the professional and personal growth of our employees. Visions Management is committed to inspiring our people as a family first company offering an environment that promotes continued education, training, coaching, creativity and bringing ideas to life.

We look forward to learning about you!

About the Team

Visions embedded teams work onsite supporting their client with a variety of services, including move management, event support, space and occupancy planning and more. Team members are uniquely positioned to work within their clients systems and processes, while delivering the excellent service and results that are emblematic of Visions. The employees who make up the Embedded vertical rise to meet the challenge of representing the excellence of Visions for their client.

About the Role

In the role of Account Manager, Projects & Facilities, you will be responsible for leading your team in the delivery of exceptional services and support to your client. Building and maintaining a trusted relationship with your client is a key factor in the success of Visions Management. The Account Manager plays an important role by guiding, mentoring and supporting the onsite team. They are wholly responsible for all aspects of the account. The Account Manager leads by example by maintaining a strong connection with Visions, while at the same time delivering for the client.

Position Goals -

  • Ensure client satisfaction through the delivery of stellar customer service
  • Be the expert to the clients benefit
  • Meet or exceed all agreed upon project KPIs
  • Embrace team and company collaboration

Responsibilities -

  • Build and maintain strong relationships with clients, vendors and stakeholders using status reports, recurring meetings and other methods as required ensuring high customer satisfaction.
  • Act as the Visions representative and advocate for the client.
  • Attend all required client, stakeholder and vendor project, recurring, and status meetings.
  • Responsible for all aspects of project delivery, including PM assignment, reporting and project management.
  • Ensure projects are executed efficiently, focusing on budget, managing schedule and maintaining strong communication with all parties involved.
  • Plan and manage yearly project schedules, coordinating large campus events, resources and team members.
  • Coordinate with clients, vendors and stakeholders on yearly schedules for large client events and other high-visibility projects.
  • Lead and mentor team members, providing guidance and support to ensure project success and individual development.
  • Lead team to manage projects end-to-end, from planning through execution and delivery, ensuring they are completed on time, within scope and on budget.
  • Foster a collaborative work environment, engaging with team members daily to ensure they are informed of ongoing activities and project updates.
  • Provide yearly budget projections for stakeholders and track monthly budget and invoice analytics for all projects.
  • Create and maintain a PO Project Tracker, assigning project numbers, tracking costs, and ensuring budget alignment.
  • Keep all teams informed on budget and schedule documentation, updating forms and tracking folders as necessary.
  • Manage the assignment, scope, and execution of daily facilities and workplace tickets per user requirements.
  • Provide Certificates of Insurance (COI) to all buildings for vendors (3-4 times a year) and maintain accurate badge records and yearly updates for all vendors.
  • Ensure all vendor invoices, timesheets and cost tracking are properly documented, including approving daily timesheets for vendors.
  • Regularly input and track timesheets, creating mock invoices and tracking and managing project budgets.
  • Oversee the financial accounting for this embedded account, including budgeting, invoice approvals, and ensuring financial targets are met.
  • Identify and pursue opportunities to expand the stack of services offered to the account, leveraging client needs and business growth potential.
  • Identify upselling opportunities and drive additional revenue through expanded services.
  • Proactively identify and mitigate risks that may have an impact on the accounts financial or operational performance.
  • About You

    You are ready for your next challenge, and an opportunity to demonstrate your dedication to client satisfaction, organization, attention to detail, and confidence. You are both a self-starter and committed team member, you can see through chaos and your problem-solving skills are exceptional. You are adventurous and curious, working best in a role where every day is different and most of all, you take pride in a job well done.

    Requirements -

  • Minimum Five years of facilities management, workplace services, or project management capacity
  • Minimum Three years experience working with vendors
  • Intermediate to advanced knowledge and experience with Microsoft Office
  • Two years as a Lead, Supervisor, or Manager
  • Able to work nights and weekends when projects require
  • High school diploma
  • Qualifications / Skills

  • Strong background in project and account management, ideally in a facilities or events-driven environment.
  • Experience in vendor management and working with PO / invoice tracking systems.
  • Excellent communication skills with the ability to coordinate across multiple teams and departments.
  • Proficiency in managing budgets, project schedules, and providing high-level reports to stakeholders.
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