Portfolio Specialist

Coppell, United StatesHybridFull-time3+ yrs experiencePosted 1w ago

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Job description

WHERE DETAILS MAKE A MISSION-CRITICAL IMPACT.

NATIONAL ACCOUNTS DON'T TOLERATE DROPPED BALLS.

You're the one who makes sure none drop.

DuraServ 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.

Portfolio Specialist | Core Sales Team Operations | National Accounts | Coordinate. Enforce. Deliver.

DuraServ Corporate | Office-Based Role | No Travel Required

This Is Where National Account Operations Are Kept Honest.

DuraServ'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.

What You'll Do

The Accounts

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

The Operations

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

The Performance

Track team performance against Portfolio Manager expectations — identifying trends, flagging areas for improvement, and providing clear visibility before problems escalate
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

Who You Are

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 standards — you hold the Estimation Coordinator and Service Coordinator II to expectations without micromanaging, and your team performs at a higher level because you do
A clear communicator — across customers, branches, subcontractors, and internal teams; every interaction is professional, accurate, and timely
Process-minded — you know the Dynamics proposal generation process, you catch quoting errors before they leave the team, and you identify workflow inefficiencies before they compound
Detail-obsessed in the right way — national account customers track every SLA metric; you track them first

What We're Looking For

Required

3+ years of experience in a customer service, operations coordination, or national account support role
Demonstrated ability to manage multiple accounts or work streams simultaneously with precision and urgency
Advanced proficiency with Microsoft Office 365 — Excel, Outlook, Word, and Teams are daily tools
Strong written and verbal communication skills across internal and external audiences

Preferred

High School diploma or equivalent required; associate or bachelor's degree preferred
Experience supporting national account operations, SLA management, or KPI tracking in a field service or similar environment
Familiarity with Microsoft Dynamics for proposal generation or work order management
Background coordinating between branches, subcontractors, or distributed operational teams

What's in It for You

Competitive compensation commensurate with experience
Full benefits package: medical, dental, vision, and 401K with company match
Company-provided life insurance, short-term and long-term disability
A role with real scope — national accounts, SLA ownership, team standard-setting, and direct partnership with the Portfolio Manager
Stable, office-based environment with no travel requirement
A team that values precision, accountability, and people who hold the line without being asked twice

A Note to the Right Candidate.

If you've been in a coordination or operations role where your attention to detail kept accounts on track, your communication kept everyone aligned, and your standards kept the team accountable — you already know what this job demands.

DuraServ's national account customers measure everything. The Portfolio Specialist is the person who makes sure the numbers they see reflect the work the team actually did — and that when something is off, it gets corrected before the customer has to say a word.

Where details make a mission-critical impact. On every account. Every day.

APPLY NOW — National Account Operations Professionals Wanted.

Hit Apply. Tell us what accounts you've managed, what SLAs you've owned, and how you've held a team to a standard.

Please note: This is NOT a remote or hybrid role. On-site presence at DuraServ Corporate is required.

About DuraServ

DuraServ is a national leader in commercial dock and door solutions, operating across the U.S. and Canada since 2001. Our Core Sales Team supports national account customers who depend on operational precision — and we hire people who take that responsibility seriously.

DuraServ is an Equal Opportunity Employer.

NOTICE TO EXTERNAL RECRUITING AGENCIES & SEARCH FIRMS

DuraServ LLC and its affiliate businesses do not accept unsolicited resumes or candidate profiles from external recruiting/staffing agencies or search firms.

Any resume or candidate information submitted to any DuraServ employee — without a fully executed, written search agreement in place with DuraServ's Talent Management team — will be deemed the property of DuraServ LLC. No placement fee will be owed or paid, now or in the future, regardless of whether the candidate is subsequently hired.

Agencies seeking to be considered as an authorized vendor must have a current, countersigned agreement with DuraServ LLC prior to submitting any candidates. Agencies should not contact hiring managers, regional leadership, or any other DuraServ LLC employee directly.

DuraServ — Building Careers That Move Commerce Forward

Job details are sourced from the employer's original posting.

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About the company

DuraServ

DuraServ is a leading provider of commercial roofing services, specializing in maintenance, repair, and replacement for a wide range of roofing systems.

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Industry: Commercial Roofing
Open roles: 78