Senior Manager, Operations, Strategy & Client Services

Resource Commercial Real Estate, LLC; San Francisco (CA); Presencial; USD 120.000 - 190.000; Jornada completa

Descripción de la vacante

Resource Commercial Real Estate, LLC in San Francisco, CA is seeking a senior operator to manage client services, transactions, billing, and marketing with a strong AI focus. You will orchestrate workflows, coordinate with founders, and maintain ongoing client and partner relationships.

You will lead AI-enabled processes, ensure accuracy, and implement scalable procedures that improve turnaround times while preserving quality and compliance.

Formación

• Ownership of brokerage operations or similar client-service workflows in a professional services firm.
• Understanding of how transactions move from engagement through documentation, invoicing, payment tracking, and closeout.
• Initiative, independent follow-through, sound judgment, and clear written client communication.
• Ability to build credibility with clients and partners, including by phone, while managing competing priorities and deadlines.
• Strong proficiency with Google Workspace, spreadsheets, CRM, billing, and campaign tools.
• Advanced hands-on fluency with AI agents (e.g., ChatGPT Work, Codex, Claude Code) for operational tasks.
• Ability to demonstrate completed workflows and explain checks during a hiring exercise.
• Alignment with our values: Integrity, Exceptional Support, One Team Mentality, Power in Perspective, and Future-Focused.

Responsabilidades

• Coordinate marketing initiatives, business strategy work, and assigned client accounts with clear next actions, owners, and deadlines.
• Support founders with business planning, strategic initiatives, and execution.
• Maintain client, broker, landlord, and vendor communications; resolve routine issues and escalate with context and recommendations.
• Coordinate surveys, tours, proposals, transaction documents, and client updates; ensure accuracy before delivery.
• Keep lease milestones, commission agreements, and closing records current through closeout documentation.
• Prepare invoice packages and commission docs with the accounting team; track receivables and follow up on inputs and collections.
• Own an agreed marketing calendar for campaigns, newsletters, deal announcements, and market materials; brief specialists and move content through distribution.
• Assist prospecting with targeted lists, prepared materials, CRM records, and timely routing of responses to an advisor.
• Run weekly review of priorities and blocked work; surface capacity conflicts and follow decisions through to completion.
• Develop AI-assisted workflows for document review, spreadsheet analysis, reporting, CRM maintenance, and marketing production; test improvements and document methods.

Conocimientos

Brokerage ops

Transaction coord

Client service

Google Workspace

CRM tools

AI fluency

Quality checks

Time management

Written comms

Influence with clients

Herramientas

CRM software

Spreadsheets

Billing systems

Descripción del empleo

Senior Manager, Operations, Strategy & Client Services

San Francisco, CA

At Resource Commercial Real Estate, we help clients make informed workplace and real estate decisions. We are a tenant-focused boutique advisory firm that combines consulting experience with specialized tenant advisory. We work as an extension of our clients’ teams.

We’re looking for a senior, hands-on operator to keep client engagements and our business moving. You’ll turn priorities into completed work across transaction coordination, billing, marketing, and client service. Advanced, practical AI fluency is a core requirement: you’ll use AI agents to complete work efficiently and accurately and improve how our team operates.

Your impact

• Coordinate marketing initiatives, business strategy work, and assigned client accounts, keeping next actions, owners, and deadlines clear.
• Support the co-founders with business planning, strategic initiatives, and execution.
• Follow through with clients, local brokers, landlords, and vendors; resolve routine issues and escalated decisions with context and a recommendation.
• Coordinate surveys, tours, proposals, transaction documents, and client updates; check accuracy and completeness before delivery.
• Keep lease milestones, commission agreements, and closing records current through documented closeout.
• Prepare invoice packages and commission documentation with the accounting team; track receivables and follow up on missing inputs and approved collection actions.
• Own an agreed marketing calendar for campaigns, newsletters, deal announcements, and market materials. Brief specialists, edit deliverables, and move approved content through distribution.
• Support prospecting with targeted lists, prepared materials, CRM records, and timely routing of responses to an advisor.
• Run a short weekly review of priorities, deadlines, and blocked work; surface capacity conflicts early and follow decisions through to completion.
• Build repeatable AI-assisted workflows for document review, spreadsheet analysis, reporting, CRM maintenance, and marketing production. Test improvements, keep templates current, and document effective methods.

What we’re looking for

• Ownership of brokerage operations, transaction coordination, or comparable client service workflows in a professional services firm.
• Understanding of how transactions move from engagement through documentation, invoicing, payment tracking, and closeout.
• Initiative, independent follow-through, sound judgment, and clear written client communication.
• Comfort building credibility with clients and partners, including by phone, while managing competing priorities and protecting deadlines.
• Confidence with Google Workspace, spreadsheets, CRM, billing, and campaign tools.
• Advanced hands-on fluency with ChatGPT Work, Codex, Claude Code, or comparable AI agents. You can provide the right context, direct multi-step work, and use agent-generated scripts or automations to complete real operational tasks.
• A habit of checking AI outputs against source documents and calculations, identifying unsupported claims and correcting errors. Be ready to demonstrate a completed workflow in a practical hiring exercise and explain your checks and the time saved.
• Alignment with our values: Integrity, Exceptional Support, One Team Mentality, Power in Perspective, and Future-Focused.

How the role works

You’ll partner closely with both founders, with one accountable manager and one agreed set of priorities. You’ll begin with a defined portfolio and recurring workflows, then expand scope as capacity and results are demonstrated. Founders retain client strategy, negotiation decisions, and commercial approvals; you own execution within agreed authority. In the first 30 days, you’ll establish account priorities, deadlines, and an operating cadence. By 90 days, you’ll run assigned workflows reliably, deliver the agreed marketing cadence, and show measurable improvements in turnaround time with documented accuracy checks.

Why Resource

Help shape how a boutique advisory firm operates in the AI era, combining human judgment, trusted relationships, and practical AI to deliver better client outcomes. Work closely with founders and a collaborative team that supports learning and professional growth.

We see power in diverse perspectives and backgrounds and encourage all to apply. Resource Commercial Real Estate is an Equal Opportunity Employer. We do not discriminate based on any characteristic protected by law.