Work that builds a legacy.

What the job is

• Prospect, network and build relationships to find new business.
• Advise tenants and landlords on availability, market conditions and property values.
• Tour clients through properties and know the features, rates and terms cold.
• Pull together tenant surveys, summaries, maps, status updates and pitch materials.
• Handle listing agreements, commission agreements, leases and sale agreements.
• Prepare offers, term sheets and lease amendments.
• Stay current on market conditions, values and the legislation that moves them.
• Write client correspondence and prepare marketing materials.
• Show up in the business community: events, charities and professional associations.
• Keep company databases accurate and current.

What you need

• A valid California Real Estate Salesperson license.
• Previous commercial experience.
• Writing and speaking that a client takes seriously, and the organization to back it up.
• Comfort with the numbers. Percentages, discounts, commissions and basic financial analysis.
• The judgment to read a document and understand what it says.
• Microsoft Office at an intermediate level.
• The ability to make a decision inside company policy and own the deadline.

Responsibilities

• Manage accounts payable, including receiving, routing and tracking invoices, entering approved invoices and preparing payment batches.
• Manage accounts receivable, including preparing customer and internal invoices, recording deposits, monitoring outstanding balances and following up on collections.
• Prepare journal entries and maintain accurate general ledger records.
• Reconcile bank, credit card and assigned balance sheet accounts, and investigate and resolve discrepancies.
• Support month-end close by preparing account schedules, reconciliations and supporting documentation for review.
• Prepare recurring reports, including accounts receivable aging and cash summaries.
• Work with department contacts to resolve coding questions, missing documentation and discrepancies.
• Maintain complete supporting documentation for all transactions.
• Assist with accounting for development projects and related entities.
• Identify ways to improve, automate or streamline accounting processes, including through AI and other technology.
• Perform other duties as assigned.

Career growth

• Work directly with the Director of Finance and learn how accounting supports business decisions.
• Build experience in month-end close, financial reporting, budgeting, and development and project accounting.
• Take on additional responsibility as your skills develop.

Required

• Bachelor's degree in accounting, finance or a related field.
• Working knowledge of general ledger accounting, journal entries and reconciliations.
• Intermediate Microsoft Excel skills.
• Strong attention to detail and the ability to meet recurring deadlines.
• Clear written and verbal communication.

Preferred

• At least one year of accounting experience, including internships.
• Experience with QuickBooks; Yardi is a plus.
• Commercial real estate, property, construction or development accounting experience.
• Interest in using AI and automation tools to improve accounting workflows.

Work environment

This is an in-office role at our Sacramento office. It requires prolonged periods of sitting and computer work, with occasional walking, standing, reaching, bending and stooping, and the ability to occasionally lift and carry up to 20 pounds. Reasonable accommodations are available.

Compensation and benefits

$30.77 to $37.04 per hour, depending on experience.

• Medical, dental and vision coverage.
• 401(k) profit sharing plan.
• Paid vacation and paid sick time.
• More than 10 paid holidays.

Responsibilities

• Own client relationships. Take over recurring strategy calls after the first 90 days of each partnership and manage daily client communication. Bring leadership in for major strategy shifts, renewals, executive presentations and sensitive issues.
• Stay in regular contact. Provide meaningful weekly outreach and at least one monthly phone or video conversation with every city client. Share progress, useful information and next steps. Work with analytics, automation and marketing to improve how we stay in touch.
• Manage follow through. Take detailed meeting notes, assign action items, track deadlines, send recap emails and keep the CRM current. Follow up with the people responsible so commitments to clients are completed on time.
• Coordinate client work. Organize requests, coordinate research and analysis with the internal team, monitor deliverables and keep multiple city engagements moving. Keep clients informed about progress and raise delays early.
• Bring ideas and support retention. Learn each city's priorities and bring relevant insights, retailer or development opportunities and recommendations. Monitor client satisfaction, account health and renewal concerns. Identify referral opportunities and involve leadership when needed.

What we’re looking for

• 2 to 5 years of account management experience. Experience in municipal consulting, economic development or commercial real estate is a plus.
• The ability to take detailed notes and turn client discussions into clear project tasks that address client needs and support customer satisfaction.
• Strong organizational skills, attention to detail and experience using customer relationship management software.
• The ability to work independently while coordinating across teams to complete projects and deliver them on time.

Travel

Approximately 10% travel, including trade show attendance and at least one in-person visit to each municipal client annually for stakeholder updates. Travel needs may vary with the number of clients and meeting schedules.

Compensation and benefits

Annual base salary of $75,000 to $85,000, depending on experience, with eligibility for bonus.

• Medical, dental and vision coverage.
• 401(k) profit sharing plan.
• Paid vacation and paid sick time.
• More than 10 paid holidays.

Transactions and compliance

• Prepare listing agreements, purchase and sale agreements, lease agreements, commission agreements and disclosures under the direction of licensed brokers, with final documents reviewed and approved by a licensed broker before delivery.
• Prepare and send required transaction disclosures on behalf of brokers, once reviewed and approved by a licensed broker.
• Track critical dates on every lease and sale, and follow up before deadlines pass.
• Track listing agreement renewals and expirations.
• Build and maintain a complete transaction file from contract through closing, so all required lease, sale and disclosure documents are in place before the deal is invoiced.
• Organize agreements, property information and due diligence materials in Buildout and Dropbox, and communicate with vendors involved in each deal.

Pipeline and commissions

• Review each broker's Buildout pipeline on a regular schedule for accurate deal stages, critical dates, documents and estimated commissions, and follow up on anything missing.
• Keep transaction, pipeline and deal data accurate and complete in Buildout, and maintain client and contact records in HubSpot.
• Prepare commission vouchers and provide to Accounting for processing and collection.
• Assist with transaction-specific documentation or questions as needed after handoff.

Listings and marketing

• Maintain accurate transaction and listing information in Buildout and notify Marketing of new listings, changes, renewals and closed transactions.
• Coordinate with Marketing to ensure listings are added, updated and closed out across CoStar, Crexi, LoopNet and other marketing platforms, and follow up on outstanding updates.
• Coordinate signage needs with Marketing for new listings, removals and repairs, and follow up on outstanding requests.
• Maintain the brokerage team's internal list of active listings and pursuits.

Research and analysis

• Maintain the comparables database.
• Pull market data, comparables and property information to support broker proposals, pursuits and client meetings.
• Build prospect lists and help prepare market reports.
• Help brokers prepare site submittals and tour packages as requested.

Systems and process improvement

• Use and recommend AI, automation and other technology to reduce repetitive administrative work and improve transaction workflows.
• Work with brokerage leadership and support departments to identify processes that can be automated or streamlined.
• Perform other duties as assigned.

Career growth

• Support in obtaining a California real estate license, with a pay increase once licensed.
• Opportunities to shadow brokers on active deals and attend client meetings, property tours and networking events.
• Attendance at industry events and involvement in team initiatives.

Required

• 1 to 3 years of residential or commercial real estate transaction coordination experience, including contract preparation and critical date tracking.
• Demonstrated ability to manage critical dates across multiple transactions at once.
• Ability to work independently, manage competing priorities and complete work with minimal supervision.
• Clear, professional written and verbal communication with brokers, clients and vendors.
• Strong research skills and the ability to summarize data clearly.
• Intermediate Microsoft Office skills and interest in learning new tools, including CRMs, databases and AI.

Preferred

• Active California real estate license.
• Working knowledge of California real estate contracts.
• Commercial real estate experience, including lease and sale transactions.
• Experience with Buildout, CoStar and HubSpot.
• Experience using AI tools for research, reporting or document work.

Work environment

This is an in-office role at our Sacramento office, with occasional local travel to properties, client meetings and events. The role requires regular computer work and the ability to lift up to 20 pounds, such as files, signs and event materials. Reasonable accommodations are available.

Benefits

• Medical, dental and vision coverage.
• 401(k) profit sharing plan.
• Paid vacation and paid sick time.
• More than 10 paid holidays.