Project Manager - Account Operations

Cresa•San Jose, CA

1d•Onsite

About The Position

At Cresa, we believe our clients deserve better. A better space to work, create, build, grow. A better outcome for their people and organization. A better partner who puts their needs first, helping them navigate the landscape, tilting the playing field in their favor and giving them an insider’s edge. Our mission is to find and foster the best environment for every business. Our purpose is to think beyond space - strengthening those we serve and enhancing quality of life for our clients and employees. We are built to champion our clients’ aspirations through real estate. When considering partnership, we strive to connect with those who share our values: Work Together, Create Value, Be Tenacious, Enhance Community, and Embrace Diversity. We believe in being the change. We work together to find new ways of doing things that create value for our clients — and for each other. Because there is not much that feels better than collaborating to make a positive difference each day. At Cresa, we offer an opportunity to be part of something bigger. To learn, advance, mentor and be recognized. Your voice will be heard, and you will be valued for both your individual and team contributions. The Project Manager - Account Operations position manages and leads the coordination of activities of an internal team and vendor partners to provide complete support to the client for all project requests. The role delivers on medium-high complexity economic projects and assists with daily, monthly, and annual economic deliverables for a National Account. The successful candidate has an ability to communicate clearly with all parties involved, including key stakeholders, internal customers, team members and vendor partners. This role requires the ability to demonstrate exceptional customer service, teamwork, and attention to detail to ensure client satisfaction. Must be able to deal with ambiguity and conflict while maintaining professionalism and focus on the project goals. This person must be client focused and service driven; can build and maintain trust with the client and team; maintain the highest integrity even if it's the harder path; be honest but respectful with the client and team; and provide strong leadership to clients, and colleagues at all levels of this organization.

Requirements

Bachelor's degree (BA/BS/BEng/BArch) preferred not required
Minimum 5-7 years of related experience in project management and/or general finance
Proficiency with MS Office Suite (Outlook, Excel, OneNote), and other data management software.
Strong verbal and written communication skills; role requires daily communication with client and team members.
Must be able to inspect design plans and documents for accuracy.
Must be able to exchange accurate information at various levels, demonstrating the ability to build consensus for decision-making.
Maintains a courteous and professional manner, works well in a team environment.
Must be able to move within and between client buildings more than 50% of the day.
Must be available evenings and weekends depending on project deadlines.
The person in this role needs to be able to occasionally lift up to 25 pounds.
Able to travel as needed for individual projects within North America.

Responsibilities

Identify project resources from pre-qualified lists, conduct request for proposals, and complete bid analysis for approval.
Responsible for developing and managing scope, schedule, and budget for each project.
Support CAPEX budgeting for account internal projects, including preparing budget inputs, tracking approved capital plans, and coordinating updates with client stakeholders and project teams.
Assist with OPEX budgeting and forecasting for internal account operations, including monitoring spend against plan, validating coding and approvals, and identifying variances or emerging cost risks.
Process and coordinate invoices, purchase orders, and supporting documentation for internal vendors and project-related services, ensuring accuracy, timely submission, proper coding, and compliance with client requirements.
Assist with team member onboarding
Provide measurable and timely response to client inquiries, work requests, and concerns.
Communicate directly with client to define project goals and provide reports on project status and variances.
Develop and lead a project team of key stakeholders, internal team members, and vendor partners to meet the deliverables of the project.
Demonstrate capability to read and understand project documents including but not limited to agreements, contracts, , client work requests, vendor proposals, , data management documents,
Develop and maintain complete knowledge of vendor processes, deliverables, service, and material capabilities.
Oversee the project administrative processes and maintain accurate project documentation files in a timely manner.
Facilitate project meetings and ensure that all meetings are accurately documented, and meeting minutes are distributed.
Assess, manage, and report out on project risks, issues, and resolutions to PMO leadership and other necessary partners.
Demonstrate ability to effectively manage high-sensitivity customers, vendors, and situations at the project (tactical) level.
Escalate to project management leadership or appropriate parties for program (strategic) level situations.
Demonstrate initiative and act on program-level needs as they arise or escalate to leadership as needed.
Participate/support vendor meetings (move, launch, furniture vendor meetings, etc.)
Lead external and internal cross-trainings with vendor-partners as assigned by project management leadership.
Contribute to process initiatives, and coordinate efforts and assistance on implementation.
Manage all internal administrative tasks (Timesheets, PTO, Expense reporting, etc.)
Establish a working relationship with client PMO team members.