Client Project Manager – Refurbishment & Maintenance

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Optimal

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2003

💰 $2.5M Debt Financing on 2013-05

Optimal Investment Services is an independent investment management company based in Switzerland.

📋 Description

• Identify and win new clients through outbound engagement, referrals, and networking. • Convert inbound leads into retained accounts with ongoing project pipelines. • Build and maintain strong relationships to increase repeat business. • Track and report on client revenue performance. • Attend site visits or coordinate engineer attendance for quote scoping. • Write and issue clear, itemised, step-by-step quotes using CRM system. • Liaise with suppliers and subcontractors to ensure cost competitiveness. • Follow up on outstanding quotes to improve conversion rates. • Schedule jobs in the CRM ensuring correct trade, geography, and availability. • Issue clear work orders to engineers or supply chain with all necessary info. • Coordinate materials, access arrangements, and client communications. • Monitor progress, track status, and ensure jobs are completed to a high standard. • Act as single point of contact for the client throughout the job lifecycle. • Conduct quality checks (photos, feedback, completion verification). • Resolve issues proactively and escalate where necessary. • Provide job summaries and updates to clients as required. • Ensure jobs are invoiced within 24 hours of completion. • Chase client payments and resolve billing queries. • Track project profitability and payment cycles. • Hit weekly and monthly KPIs: revenue, jobs booked, quote turnaround, and collections. • Participate in daily stand-ups and report performance metrics. • Continuously seek ways to improve speed, accuracy, and customer experience.

🎯 Requirements

• Experience in Construction & Refurbishment: Background in property maintenance, residential/commercial refurbishments, or construction—ideally in roles such as Project Manager, Estimator, Quantity Surveyor, or similar. • Industry Knowledge: Strong understanding of how building services operate—from quoting to project delivery—and a clear grasp of trade workflows and client expectations. • Commercially Driven: Confident managing project costs, quoting for works, and driving revenue through proactive client management. • Excellent Communicator: Able to communicate clearly and professionally with clients, suppliers, subcontractors, and internal teams—both in writing and over the phone. • Highly Organised: Skilled at juggling multiple projects, quotes, and job schedules with accuracy and attention to detail. • Tech-Savvy: Comfortable using CRM systems, scheduling platforms, and Microsoft 365 to track and manage your workflow. • Calm Under Pressure: Able to prioritise effectively and keep things moving even when deadlines are tight or issues arise. • Ownership Mentality: A proactive self-starter who takes full responsibility for outcomes and looks for ways to improve processes and performance.