Bid Transition Operations Lead
7 months ago
**Main purpose / objective of position**:
The purpose of the BTO position (Bid-Transition-Operate) is to design, cost, transition, and support operations for the most competitive and value driven Integrated Facilities Management solutions in the marketplace.
**Role Summary**:
- Create compelling and achievable solutions and ensure our differentiators are incorporated into proposals.
- Work in partnership with the Pursuit Leader and Divisional FM Leader to direct the overall tailored solution of large or complex facilities management outsourcing Win-Keep-Grow pursuits including the development of innovative operating models, organization design, cost savings, technologies, financial analytics, and other CBRE value added tools.
- Review and analyze client’s RFP data such as portfolio information, scope, asset data, work order data, service levels, client baseline spend, and strategic vision to determine appropriate service delivery model and maximize the value proposition to meet expectations; develop clarifying questions as needed.
- Collaborate with key internal stakeholders to determine competitive envelope to win, baseline/volume sufficiency analysis, and key risk factors.
- Provide a full understanding of the competitor landscape for each opportunity; work directly with commercial management team to ensure pricing models have a competitive advantage, winning margins, and risk requirements are met.
- Attend internal solution calls and in-person solution workshops as determined by the Divisional Sales Leader; attend and present solution at client yellow pad sessions and final presentations.
- Provide Solution Workbook and other relevant materials to Transition team to ensure a smooth and efficient handoff of information.
- Attend transition kick-off meetings as needed.
- Conduct client site tours and collect existing information on the portfolio such purpose of the business, building data, scope determination, current organization/staffing levels, service levels, current operating spend, and building condition assessments.
- Lead the FM functional task activities when transitioning new client accounts or expansion/transformation of existing accounts - this transition function will be a component of a broader transition project team working together to onboard a new client account.
- Facilitate planning sessions and client meetings, assessing risk, implementing mitigation plans, and communicating with key decision-makers; responsible for FM project status communications and client facing weekly functional calls.
- Develops facilities playbook use on the account; if account processes and procedures are documented and available, these may be linked or embedded into the playbook as required.
- Develop CBRE BCP documentation, incident response site lit, including site level client and CBRE account representatives and contact information, critical vendors / suppliers, comms processes for incident response and crisis management, including client response team interfaces, emergency communications bridge, website, call cadence etc.
- Performs other duties as assigned.
**Experience Required**:
- ** **Bachelor's degree (BA/BS) from four-year college or university.
- 7+ years of Facilities Management experience required; 5+ years of commercial real estate outsourcing solutions, costing, and org model development preferred.
- CFM, RPA, PE, CPM, COP, MCR or other RE/FM industry designations preferred.
- Requires in-depth knowledge of financial terms and principles; reviews complex financial/business analysis and reports prepared by subordinates.
- Ability to analyze the most complex business/financial data and develop innovative solutions. Develops and implements financial policies and procedures.
- Ability to comprehend, analyze, and interpret the most complex business documents.
- Ability to respond effectively to the most sensitive issues.
- Ability to write reports, manuals, speeches, and articles using distinctive style; ability to make effective and persuasive presentations on FM operating models to internal leadership and clients.
- Ability to motivate and negotiate effectively with key employees, top management, and client groups to take desired action.
- Advanced skills with Microsoft Office Suite products such as Word, PowerPoint, Visio, SharePoint, OneNote, Outlook, etc.; advanced Excel and Tableau skills preferred; experience working with large data sets and decipher multiple types of RFP models preferred.
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