Senior Transaction Director - Bay Area (Hybrid)

CBRE•San Francisco, CA

2d•Hybrid

About The Position

Are you a seasoned commercial real estate leader with a passion for navigating complex transactions and ensuring seamless client transitions? CBRE is actively seeking a dynamic and experienced Senior Transaction Director to play a critical role in ensuring successful client transitions in the Bay Area. This is a new position and the initial focus will be on facilitating the smooth onboarding of new client accounts to CBRE. Over time, the role will evolve into providing dedicated transaction management support for a single client. This is a hybrid position, offering a blend of in-office and remote work. About the Role: As the Senior Transaction Director, you will ensure the overall success of new Transaction Management account transitions, and special projects/programs supporting strategic accounts or platform initiatives for the Advisory and Transactions business segment. This client facing role is focused on delivering measurably superior outcomes for our clients. The Senior Transaction Director is responsible for mobilizing new client accounts ensuring all contractual requirements are met and supporting expansion/transformation of existing accounts. You will provide strategic and governance oversight and accountability, on-going leadership, and direction for these projects by facilitating planning sessions and client meetings/workshops, solving problems, assessing risk, implementing mitigation plans, and communicating with key decision-makers. The Senior Transaction Director will collaborate and integrate with large and complex multidisciplinary projects with other lines of business on account.

Responsibilities

Lead transaction management account transitions and special projects success as the primary point of contact for Account Teams and clients in the US.
Set and drive transition and project objectives and performance indicators; work with account teams or Platform peers/leadership to drive timely completion of all transition or special project milestones.
Act as the escalation point for Account Teams.
Recognize, apply and capture lessons learned throughout the process.
Responsible for hand-off to Account Team and assist with stabilization.
Participate in pursuit/solution process, showcasing depth of experience to the dedicated platform and assessing any potential roadblocks to transition delivery.
Serve as SME for TM delivery and account management.
Support new account teams delivering the CBRE-Way.
Provide guidance/orientation to new account teams.
Support the client pursuit process, including solution and transition strategy development and presentations as needed.
Lead transition planning efforts post-award prior to Kickoff, including team mobilization.
Support the Account Team to ensure all transition commitments are met and delivered in the agreed timeframe following the CBRE transition process.
Develop the transition budget, forecast any deviation, and provide required reporting.
Lead the Go Live strategy to ensure successful Day 1.
Ensure contract obligations are met, and transition deliverables are satisfied using CBRE best practices, tools, playbooks, and processes.
Manage project closeout process and operational handoff to account leadership.
Lead Account Peer Reviews and Account Refreshes.
Formulate recommendations and implementation plans to augment delivery and improve client satisfaction.
Transaction Director responsibilities for a specific client will include team leadership, implementation of client real estate plans, broker selection, financial management, KPI reporting, process improvement, and related duties.