Portfolio Manager

Job DetailsJob Location: The Colony, TX 75056Department: Solutions Group

 

 

 

Job Summary:

We are seeking professionals with experience in vital customer service and project management. Our Portfolio Manager serves as the primary point of contact for Solutions Group clients and their properties. They will work directly with account leaders and clients to provide world-class service, responding to clients’ requests, understanding their challenges, and assisting with resolving issues related to elevators. This role will accurately track and resolve all client issues in a timely manner. This Portfolio (Project) Manager will handle numerous tasks simultaneously, working closely with the account lead and client to respond to inquiries, review invoices, manage client requests, and work with client vendors to find solutions.

 

 

  

About Lerch Bates:

Lerch Bates (LB) is a global technical consulting firm focused on improving how buildings perform—for owners, designers, and the people who use them every day. For more than 75 years we’ve partnered on some of the world’s most complex and high‑profile projects. Today we provide Total Building Performance expertise that pairs Building Science and Building Flow with one integrated team delivery. Our work spans design, construction, investigation, repair, management and modernization with one consistent goal: helping clients make confident, well‑informed decisions in an increasingly complex Built Environment.

We are each 100% equal owners in the LB ESOP, which drives our ownership mindset and shapes everything we do. At Lerch Bates, your expertise matters, your voice carries weight and your work directly contributes to our shared success as OneLB. We invest in professional growth, collaboration, and technical excellence—supporting challenging, meaningful work alongside people who care about getting it right. If you’re motivated by solving real problems, working on impactful projects, and being part of a team that truly owns both the work and the outcome, you’re ready to be more than an employee. You’re ready to be an employee-owner.

 

 

 

What You’ll Do:

The duties listed below are intended only as illustrations of the various types of work that may be performed in this position. They are not intended to prescribe or restrict management’s assignments.


Stay on top of potential issues and current problems for the client or the account manager by analyzing callout reports/invoices/surveys.
Work with leadership, account holders, and clients, create action plans to move projects forward, and troubleshoot/resolve issues.
Solve and negotiate conflicts between vendors and the client.
Communicate with the client on behalf of the company via email, telephone, and in-person meetings as per contractual obligations and client requests.
Organize information and data using databases and spreadsheets to track projects, concerns, and resolutions.
Write formal proposals, specifications, bidding documents, and reports using technical industry language.
Review billing reports and make collection calls as required.
Must be a service-minded professional who takes personal accountability and initiative in getting the job done and delighting our clients.
Strong customer service skills, with the ability to defuse situations and resolve problems.


 

 

 

What You’ll Bring:


A Bachelor’s Degree is required, and Project Management, Construction Management, or Engineering degrees are preferred.
Courses/certifications in service, project management, and/or administrative functions (preferred).
Proven successful employment history.
Project Management experience in a construction trade or existing building trade (preferred).
Experience with project specifications, RFP, bid preparation, negotiation, awards, and change orders (preferred).
Experience working in the elevator/vertical transportation field (preferred).
Strong attention to detail and organizational skills
An ability to adapt quickly to changing priorities.
Excellent written and verbal communication skills.
An ability to work in a fast-paced, team environment, juggling multiple projects and priorities.
An ability to work well with and build relationships with all levels of Consultants and Clients.
Basic elevator industry knowledge.
An ability to travel occasionally to meet with clients and vendors.
Proficiency with Microsoft Word, Outlook, Excel, Acrobat, and PowerPoint.


 

 

 

Why work with Lerch Bates?


Competitive Compensation
Health, Dental, and Vision Insurance – Comprehensive coverage options
Paid Time Off (PTO) – Includes vacation, sick leave, and personal days; starts at 17 days per year and increases with tenure
Paid Holidays – 9 company-recognized holidays per year
Retirement & Stock Programs – 401(k) with up to 6% employer match and 100% employer-provided Employee Stock Ownership Program