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EVS Account Planning Manager



FLSA Status:       Exempt

EEO Class Code: Professional



The Account Planning Manager works in collaboration with Account Managers to improve account profitability and opportunity. The Account Planning Manager is expected to understand client needs and goals within the organization and plan the optimal structure of ancillary services. In addition, this series is responsible for providing industry specific knowledge and information to the public and other individuals with business with Encompass Onsite consistent with policies on confidentiality.


  • Analyze contractual services already performed and determine additional opportunities for additional services.
  • Collaborates with Account Managers to gather the necessary information to re-engineer what services are delivered and plan for contract expansion, implementation and profitability of those services.
  • Assists the Director of Operations in the development and implementation of policies within the field.  Develops operating procedures, forms and systems. Plans, develops and facilitates changes in procedures, forms and practices, work flows, personnel assignments, and equipment
  • Advises supervisors and customers when unusual work situations arise or when new procedures are instituted
  • Ensures that all processes and procedures are completed, quality standards are met, and that projects are profitable
  • Aware and in pursuit of opportunities for account growth and new business, involving the Director of Operations
  • Regularly meets with supervisors and other staff to exchange information and to discuss issues affecting the success of field operations. Calls and conducts formal staff meetings in order to exchange information and to discuss ways to make each clean team function more efficiently. Prepares written agendas, causes minutes to be recorded, prepares written summaries of issues and action plans for review by the Director of Operations
  • Prepares manuals and other materials describing procedures and standards. Prepares reports as required by the Director of Operations, Vice President of Operations, or President of Encompass Onsite
  • Is capable of responding to all inquiries within established guidelines and must be capable of using specialized communication skills in performing these duties
  • A Encompass Onsite Account Manager trains staff in the use of automated systems, introduces new versions or functions, trouble shoots problems, and attends meetings
  • Furthermore, this position requires one to assist in budget preparation and maintenance of each service area within the assigned territory or portfolio, ensure the satisfactory completion of special projects as required, and understand fully the duties of a lower level series as required


  • Extremely detail oriented
  • Motivated, goal oriented, persistent and a skilled negotiator
  •  High level of initiative and work well in a team environment
  • Excellent verbal and written communication skills.
  • Handles stressful situations and deadline pressures well
  • Ability to develop office and field procedures
  • Plans and carries out responsibilities with minimal direction
  • Demonstrated ability to organize, direct, and perform high level supervisory duties in a manner conducive to full performance and high morale


  • High School Diploma or GED required; Bachelor's Degree preferred. Must have a minimum of six years of experience in the facilities and building maintenance industry, including supervisory experience, or an equivalent combination of education and experience
  • Considerable knowledge of effective supervisory and management techniques
  • Bi-lingual in English and Spanish
  • Valid Florida Driver’s license


General supervision is received from a professional supervisor who confers on difficult problems and reviews completed work for quality of professional results. Tasks are usually performed under little direct supervision allowing use of independent judgment


Supervises all team members working in his account.

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