The Opportunity
At Resource, our mission is to unlock potential for our clients. As a tenant-only focused boutique commercial real estate firm, we blend the operational experience of our consulting team with the specialized knowledge of our tenant advisory team to offer comprehensive support. We consider ourselves an extension of our clients’ teams, helping them make informed decisions that align with their long-term workplace, culture, and real estate goals. We are passionate about the future of work, the commercial real estate industry, and delivering exceptional results for our clients.
We’re looking for a senior, hands-on operator to own the work that keeps client engagements and our business moving. You will turn priorities into completed work across transaction coordination, billing, marketing, and client service. Advanced AI fluency is a core requirement: you will use agentic AI to complete work efficiently and accurately, and continually improve how our team operates. Your judgment and follow-through will give our advisors more time for clients, relationships, and business development.
Your Impact
In this role, you will:
Own the day-to-day coordination of new marketing initiatives, business strategy work, and assigned client accounts, with clear next actions, owners, and deadlines.
Support the co-founders with business planning, strategic initiatives, and execution.
Follow through with clients, local brokers, landlords, and vendors; resolve routine issues and escalate 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, and carry each transaction through documented closeout.
Prepare accurate 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, with time reserved for campaigns, newsletters, deal announcements, and market materials.
Turn marketing ideas into clear briefs, coordinate specialists, edit and check deliverables, and move approved content through distribution.
Support prospecting execution through 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. Keep templates and records current, test improvements, and document effective methods for the team.
What We’re Looking For
Embody our values of Integrity, Exceptional Support, One Team Mentality, Power in Perspective, and Future-Focused.
Have demonstrated ownership of brokerage operations, transaction coordination, or comparable client service workflows in a professional services firm.
Understand how transactions progress from engagement through documentation, invoicing, payment tracking, and closeout.
Take initiative and close loops independently, with sound judgment about when to act and when to escalate.
Write and edit clear client communications and marketing materials, with strong attention to facts, tone, and detail.
Build credibility with clients and partners, and are comfortable picking up the phone to move work forward.
Manage competing priorities calmly, make workload visible, and protect agreed deadlines.
Work confidently in Google Workspace, spreadsheets, CRM, billing, and campaign tools, and learn new systems quickly.
Have advanced, hands-on fluency with ChatGPT Work, Codex, Claude Code, or comparable AI agents. You can supply the right context, direct multi-step tasks, and use agent-generated scripts or automations to complete real operational work.
Stay ahead of developments in AI by testing new capabilities, comparing results, and adopting tools that demonstrably improve speed and accuracy.
Verify AI outputs against source documents and calculations, identify unsupported claims, and correct errors. Be ready to demonstrate a completed workflow in a practical hiring exercise, explaining your checks and the time saved.
How This Role Works
Partner closely with both founders, with one accountable manager and one agreed set of priorities.
Begin with a defined portfolio and recurring workflows; expand scope as capacity and results are demonstrated.
Coordinate accounting, design, and technology specialists, with clear handoffs and review responsibilities.
Founders retain client strategy, negotiation decisions, and commercial approvals; you own execution within agreed authority.
In the first 30 days, establish account priorities, upcoming deadlines, and a clear operating cadence.
By 90 days, run assigned workflows reliably, deliver the agreed marketing cadence, and demonstrate fewer overdue items and less founder follow-up. Show measurable improvements in turnaround time using AI, supported by documented accuracy checks.
Why Resource?
Help build the future of brokerage and consulting in the AI era, combining human judgment, trusted relationships, and AI to deliver better outcomes for clients.
Shape how a boutique advisory firm operates and help build a dependable client service experience.
Be part of a cohesive team that partners together to prioritize client success.
Work closely with founders and colleagues in an environment that supports learning and professional growth.
We Encourage You to Apply
At Resource, we see power in diverse perspectives and backgrounds, and we encourage all to apply.
Resource Commercial Real Estate is an Equal Opportunity Employer and we do not discriminate based on race, religion, color, gender expression or identity, sexual orientation, ancestry, national origin, citizenship, age, marital status, veteran status, disability status, political belief, or any other characteristic protected by law.