Southern California, Santa Barbara | Associate Owner's Representative II

Peak Projects-posted 8 days ago
Full-time • Mid Level
Hybrid • Santa Barbara, CA
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In this dynamic position you will be a valued member of Peak’s core offerings and make proactive recommendations to sophisticated clients and Peak leadership based on industry and project landscape knowledge. You ensure all personal and team communication effectively captures the Peak voice and drives Peak brand equity, while maintaining continuity in tone across projects and clients. As an Associate Owner’s Representative II, your experience will be integral to our continued success, and you will find numerous opportunities for personal and professional development.

  • Assist the Owner’s Representative (OR) and Senior Owner’s Representative (SOR) with managing clients and drafting client communication.
  • Read, negotiate, and execute all project-related contracts with the OR.
  • Assist the OR with conducting prospective architect & consultant due diligence.
  • Create a comparison matrix for RFQs/NDAs/Questionnaires/Bid leveling.
  • Analyze recurring project issues and discuss with OR, and brainstorm solutions.
  • Draft and present comprehensive project status reports to the OR.
  • Draft & maintain the development budget and flag any issues to the OR.
  • Assist the OR with invoices and pay applications review
  • Log and track Certificates of Insurance (COIs) for all vendors and track expiration dates.
  • Analyze and understand complex change orders.
  • Manage and own all projects in Salesforce including project setup and creating all different phases, and structure per project.
  • Own all data entries related to each project.
  • Draft meeting agendas, draft meeting minutes, schedule all project meetings, and distribute approved minutes to the team.
  • Audit and organize all project files in correct folders, name things accurately, and maintain version control.
  • 4-6 years of experience in high-end residential architecture, construction, and/or owners representation/project management
  • Bachelor's degree
  • Experience with managing large-scale residential projects over $20MM.
  • Basic understanding of construction projects, particularly in residential development.
  • Experience with project budgets, schedules, invoices, and change orders.
  • Understanding of contract administration, vendor due diligence, and consultant management.
  • Proficiency with project management tools, CRM software, and administrative platforms.
  • Strong problem-solving and risk management skills.
  • Ability to manage contracts, insurance tracking, and due diligence on consultants.
  • Strong communication skills for client and vendor interactions.
  • Strong quantitative skills and proficiency in Google Docs, Google Sheets, Microsoft Office, Docusign, Adobe, and virtual meeting platforms.
  • Self-starter with the ability to learn quickly, work both independently and as a team member, and to prioritize and handle multiple tasks simultaneously in a highly detailed, organized and efficient manner.
  • High emotional intelligence, ability to read a room and manage numerous personalities.
  • Operate in an empathic, collaborative, and rigorous manner.
  • Ability to respond to Peak team members, external team members and clients quickly.
  • Competitive pay
  • Full health coverage - Medical, Dental & Vision (kicks in within first 30-days)
  • 401K with a 3% contribution by Peak not dependent on your personal contribution
  • Home office set up - You will be issued a computer and accessories by the Company and will receive $500 in reimbursement for other home office setup needs
  • Monthly Reimbursement - You will receive $100 per month as a stipend to offset cell phone/internet cost
  • Wellness Stipend - $1,000 per year to spend on health and fitness
  • Company Bonus Program - You will be eligible to participate in the Company Performance Bonus Program. Your target payout under the Program will be 10%, with final payout dependent upon Company and individual performance
  • Generous PTO and Sick Days - You are entitled to 12 days of PTO in addition to 7 sick days
  • Holiday Time - You will also receive 9 paid holidays per year, plus a 4 day office closure at the end of the year between Christmas and New Years Eve
  • Hybrid work environment allowing you flexibility to work from remote locations and better manage work/life balance
  • Mentorship and career development opportunities
  • Paid Family leave
  • Referral Bonus Opportunity
  • Pet Insurance
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