Account Onboarding & Implementation Lead

CBRE Group, Inc.; Orlando (FL); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

CBRE Group, Inc. is seeking an Account Implementation Program Consultant to own the end-to-end onboarding lifecycle from MSA to BAU launch. The role coordinates Finance, People, Operations, Transitions, and Broker teams to ensure a structured, repeatable onboarding process for new accounts.

Ideal candidates bring 5–7 years of operations/project/account management experience, strong organizational skills, and the ability to communicate across a matrixed organization in EST/CST hours.

Qualifications

• Bachelor’s degree in Business, Finance, Real Estate, or a related field.
• 5–7 years of progressive experience in operations, project management, account management or a related field.
• EST or CST work hours highly preferred.
• Demonstrated ability to coordinate cross-functional work across Finance, Operations, People, and Broker functions.

Responsibilities

• Own the execution of the account implementation plan from MSA signing through BAU launch, tracking milestones and coordinating across teams.
• Partner with Sales & Solutions to translate the Implementation Blueprint into account-specific actions and updates.
• Build and maintain an Account-specific Implementation Playbook and report status to leadership.
• Confirm all inputs are in place prior to BAU, including client codes, Project IDs, PeopleSoft configurations, labor allocations, and billing.
• Coordinate with Finance on P&L visibility and Power BI reporting readiness.
• Support change management and training for new process adoption across markets and teams.

Skills

Operations management

Project management

Account management

Cross-functional collaboration

Finance fundamentals

Power BI

PeopleSoft

Communication

Process improvement

Education

Bachelor's degree in Business, Finance, Real Estate, or related field

Tools

Power BI

Smartsheet

Airtable

PeopleSoft

Job description

CBRE Group, Inc. is seeking an Account Implementation Program Consultant to own the end-to-end onboarding lifecycle from MSA to BAU launch. The role coordinates Finance, People, Operations, Transitions, and Broker teams to ensure a structured, repeatable onboarding process for new accounts.

Ideal candidates bring 5–7 years of operations/project/account management experience, strong organizational skills, and the ability to communicate across a matrixed organization in EST/CST hours.