CBRE · 1 month ago
Senior Transaction Director - Bay Area (Hybrid)
San Francisco, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$190K/yr - $250K/yr
10+ years expCBRE is a global leader in commercial real estate services and investment. They are seeking a Senior Transaction Director to manage client transitions and ensure successful outcomes for new accounts in the Bay Area.
CommercialFinancial ServicesProperty DevelopmentReal Estate
No H1B
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
Qualification
Required
Real Estate License
Minimum 10 years of transaction management experience
Ability to support the transaction management transition of multiple clients
Process development expertise, with proven ability to understand current-state, run gap analysis, proactively explore new ideas to increase quality, efficiency, effectiveness, obtain client and account team buy-in, and lead others through process improvements
Expert facilitation skills for meetings and workshops, both internally and externally
Change Management leadership experience, able to drive improvements partnering with key stakeholder groups across client organizations and CBRE
Strong project management, coaching, and consulting skills
Proven ability to ensure all scope is accounted for within the transition plan; can proactively develop custom components based off client needs and can lead the development of new components into the standard plan
Ability to predict possible risks and proactively develop mitigation plans with the appropriate stakeholders
Proactive and adaptable approach, thriving in a dynamic environment, readily adjusting to changing priorities
Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future
Preferred
Bachelor's degree with an emphasis in Finance, Real Estate, Business Administration or related field preferred
MBA or advanced degree, a plus
Preferred background includes experience with technology clients, portfolio strategy development and process improvement
International/global work experience preferred
Proven ability to lead and manage employees, from recruitment and onboarding to performance management, development, and retention, is preferred
Benefits
Discretionary bonus based on CBRE’s applicable benefit program
Company
CBRE
Operating across every dimension of commercial real estate, CBRE sees more so you can do more.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.8BKey Investors
Athene Capital
2025-11-05Post Ipo Debt· $750M
2025-04-29Post Ipo Debt· $1.1B
2024-02-20Post Ipo Debt· $500M
Leadership Team
Adam Gallistel
Co-CEO and CIO
Andrew Glanzman
Chief Executive Officer of CBRE’s Real Estate Investments
Recent News
The Real Deal
2026-01-07
Business Standard India
2025-12-05
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