LOCATION: Remote, must have a workstation equipped with 2 screens
TERMS: Full-time, Permanent
HOURS: UK hours, Monday - Friday 8am-5pm
WHY JOIN OPTIMAL?
Optimal Maintenance & Construction is a high-growth property maintenance and refurbishment company, delivering responsive and planned works to a range of clients including estate agents, housing associations, and private landlords. Our mission is to simplify property maintenance by combining operational excellence with first-class customer service.
We are a results-focused business, driven by excellence, innovation, and growth. If you are a motivated, commercially minded individual who thrives in a fast-paced, target-driven environment then this is the place for you. We want high performers who want to be part of something big. If you thrive on ownership, speed, and results— we want to hear from you!
THE ROLE:
The Client Project Manager is an end-to-end client delivery role—responsible for winning work, managing relationships, quoting/surveying jobs, booking engineers, project managing jobs, and ensuring payment.
This is a commercially focused role that blends sales, account management, quoting, and operational coordination into one powerful position. You’ll be measured by revenue growth, quote conversion, project delivery quality, and cash collection.
KEY RESPONSIBILITIES:
Client Acquisition & Growth
- 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
Quoting & Estimating
- Coordinate engineer and subcontractor 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
Job Booking & Delivery
- 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
Project Oversight & Client Reporting
- 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
Invoicing & Payment Collection
- Ensure jobs are invoiced within 24 hours of completion
- Chase client payments and resolve billing queries
- Track project profitability and payment cycles
Performance Management
- 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
Please note that this list of tasks and responsibilities is not exhaustive, the post holder may undertake other duties as required.
Requirements
WHAT WE ARE LOOKING FOR:
- 2+ years of experience in property maintenance, residential/commercial refurbishments, or construction—ideally in roles such as Project Manager, Estimator, Quantity Surveyor, or similar.
- Strong understanding of how building services operate—from quoting through project delivery—and a clear grasp of trade workflows and client expectations.
- Confident managing project costs, preparing quotes for works, and driving revenue through proactive client management.
- Able to communicate clearly and professionally with clients, suppliers, subcontractors, and internal teams—both in writing and over the phone.
- Skilled at juggling multiple projects, quotes, and job schedules with accuracy and attention to detail.
- Comfortable using CRM systems, scheduling platforms, and Microsoft 365 to track and manage your workflow.
- Able to work during UK business hours.
- Must have a remote workstation setup with two screens, reliable high-speed internet, and backup power.
- Calm under pressure and able to prioritise effectively and keep things moving even when deadlines are tight or issues arise.
- A proactive self-starter who takes full responsibility for outcomes and looks for ways to improve processes and performance.
- Experience using Eworks Manager is a plus.
- Experience working with tenants, property management companies, suppliers, and subcontractors is a plus.
