Job Title
Brokerage CoordinatorJob Description Summary
We are looking for a motivated and detail-oriented individual to join our Multi-Market Advisory Solutions team. This is a great opportunity for someone who is eager to learn and grow in a data-driven environment. You’ll support brokerage professionals and the markets’ platform team across multiple markets by helping manage sales data, maintain pursuit records, contribute to reporting and strategic initiatives, manage expense reporting, and some financial analysis. If you’re curious, organized, and excited to build your skills in Excel, Salesforce, and business analytics, we’d love to hear from you.Job Description
Key Responsibilities:
Salesforce Record Support
Assist in creating and updating CRM records throughout the pursuit lifecycle.
Learn to ensure data accuracy and consistency across systems.
Support the team in answering basic CRM-related questions and processes.
Reporting & Analytics
Work closely with the Operations Director to help build and maintain team reports and dashboards.
Use Excel and other tools to track performance metrics and sales data.
Participate in generating insights and visualizations to support team strategy.
Support revenue projection exercises.
Strategic Collaboration
Collaborate with the Operations Team, Sales Leads, and Platform Leadership to prepare quarterly executive reporting and presentations.
Support Sales Leads and Platform with expense coding and reporting.
Coordinate with cross-functional stakeholders to gather, validate, and synthesize data for leadership visibility.
Balance multiple high-priority initiatives while maintaining attention to detail and deadlines.
Qualifications:
Bachelor’s degree in Business, Data Analytics, Finance, or a related field.
Some exposure to Excel (e.g., basic formulas, pivot tables) and a willingness to learn more.
Interest in CRM systems like Salesforce (prior experience is a plus but not required)
Strong desire to learn about sales cycles, data management, and reporting.
Good communication and collaboration skills.
Ability to stay organized and meet deadlines in a team environment.
Interest in data management and learning new tools and techniques.
Preferred Skills (Nice to Have, Not Required):
Familiarity with Salesforce or other CRM platforms.
Exposure to BI tools (e.g., Power BI, Tableau) is a plus.
Interest in commercial real estate or professional services.
Strong critical thinking and problem-solving abilities.