Project Lead, Planning Services

Primary Responsibilities 

Drive Progress with Clients and Cultivate Client Relationships 

Ensures collection, validation, and client acceptance of core Facilities Planning data. 

Drives collaboration within project team and with clients to synthesize data and develop core recommendations based on findings. 

Presents deliverables across all solutions to a variety of client audiences, including strong recommendations for improvement. 

Acts as subject matter expert for clients and communicates industry trends, best practices, and case studies in client interactions. 

Owns client relationships and ensures value delivery across all solutions, leveraging support as needed from Account Executive team or Planning Services Team Leadership. 

Reviews the work of the team based upon your solid working knowledge of facility and building systems. 

Assists in report development, report review, and/or quality assurance of data or databases. 

Project Management 

Proactively sets the pace for a project, anticipating time requirements inclusive of potential obstacles and outside influences.  

Effectively and accurately plans and communicates project workflow and timing of key milestones from our account/project management software. 

Ensures data integrity for all assigned accounts. 

Clearly and concisely conveys information and direction for a project team in alignment with departmental objectives. 

Leverages feedback and implements strategies to improve team effectiveness. 

Creation and maintenance of project files may include proposals, statements of work, change requests and deliverables. 

Coordination and planning of travel for projects (including assisting staff with travel agents as needed). 

Project scheduling and communication of schedules to project teams. 

Assembly of project teams based upon project criteria, employee skills, and the company’s master schedule. 

Overall responsibility for delivery of successful projects and services to clients. 

Works cooperatively with other Project Team Leaders, Account Managers, Account Executives, Operations Manager, Facilities Consultants, and others. 

Creates a team atmosphere that is intellectually challenging and leads to accomplishing more than expected. 

Support Business Development for New and Existing Clients 

Support sales and marketing as Subject Matter Expert for Planning Services 

Drives renewal of membership across all expiring renewals . 

Identifies cross-sell opportunities and collaborates with Regional Account Executive to develop.  

Develops long-term relationship management strategies for clients. 

Delivers thought leadership to the industry. 

Participates in the improvement of our products, in response to industry needs and customer feedback. 

Contribute to the Success of the Team 

Supports development of colleagues by creating a positive work environment and providing all types of feedback, including constructive criticism in difficult situations. 

Takes ownership of one's own development by articulating focus areas and requesting support to help achieve desired outcomes. 

Works to align opportunities within projects with development goals of the project team (including self).  

Understand and apply internal Fortive Business System tools to drive continuous improvement. 

 
Qualifications 

Minimum of Bachelor’s degree or equivalent 

3+ years project/people management experience 

Strong communication and public speaking skills including experience in developing presentation materials 

Strong organizational and prioritization skills/ability to manage multiple projects simultaneously 

Analytical skills – the ability to craft a narrative using data 

Proficiency in Microsoft Office Suite programs, particularly Excel and PowerPoint 

Experience in Facilities Management and/or Planning and Construction are preferred  

Engineering, Architectural, Planning, Building Science, or Construction Degrees preferred.

The ability to travel 20 to 40%