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SUMMARY – Responsible for project coordination and performing various administrative functions for multiple client accounts/projects. Partner with Client Service Managers to assist in execution of various deliverables and management of engagements.  Must thrive in a team environment to meet production goals, schedule meetings, maintain processes and manage daily work flow. Responsible for all deliverables within client engagement.


  • Provide administrative and technical support to client teams and participants
  •  Format and edit documents, including creation of templates and branding adherence
  • Use of a variety of software tools to support all aspects of client engagement(s)
  • Responsible for final assembly and quality of printed and electronic media
  • Direct interface with Client Service Managers, Product Development and other
  • departments to ensure high-quality production and logistics of deliverables
  •  Update/maintain Master Calendar custom event management software to track tasks
  • Word Processing – editing and formatting documents
  • Provide administrative support for custom web portal for surveys, reports
  • and communication to clients
  • Client Management – all deliverables and assistance within engagement
  • Training – assists in training of new hires
  • Shipping –ship materials via FedEx system
  • Scheduling – schedule internal and external meetings/interviews using MS Outlook


  • Ability to identify root cases so that options and alternatives are viable
  • Ability to thrive in a challenging and fast-paced environment, and take responsibility to meet time sensitive deadlines
  • Ability to clarify needs, anticipate requirements, think systemically and marshal resources to accomplish tasks
  • Comfortable with creating rapport at all organizational levels and able to collaborate on a solution
  • Must have a learning mindset
  • Willingness to initiate conversations that create alignment.
  • Must be proficient in Microsoft Suite (Basic Word, Intermediate Excel, Advanced PowerPoint and Advanced Outlook)



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Human Resources


Manage all aspects of hiring, training, and retaining the best. The Director of Great People will be directly responsible for improving their team member engagement score, launching an annual training program, and hiring rock stars that will help them grow successfully. This position needs someone that has great experience with the people process, a high level of integrity, a strong sense of leadership, and can communicate efficiently with management and team members. This is a great position for someone that wants to have an immediate impact in the company they work for and live in a culture that puts its amazing people first. This position will report directly to the President.

  • General Job Responsibilities: · Recruit and hire new talent · Develop and implement talent development program  Develop internal and external training programs for Team members · Improve overall Team Member engagement · Participate in and help develop long‐term company strategic plan

 Success Factor 1:  Improve Team Member Engagement survey results average from 4.00 to 4.10 by the end of year (2017) · Review and recommend affective measuring of “engagement” within first 6 months · Obtain feedback from all team members to define what “engagement” means to them · Maintain Employee Turn Over of less than 10% by the end of the year (2017)


Success Factor 2: Launch internal training/university within 8 months · Review current training programs and make recommendations within 5 months – On boarding process, Internal training, External training · Update current on‐boarding program within first 6 months – Standardize process for all team members, Train all managers, Create “successful on‐boarding” check list · Opportunity for improvement: how do we become a true learning organization? What are world class organizations doing and how can we implement in our company/culture?


Success Factor 3: Fill all open positions on an average of 4 months · Review current hiring process and implement new process within 4 months to include: job descriptions, hiring team, questions, rating system, etc.   · Improve pool of candidates for each position: referrals, recruiters, on line opportunities, etc · Review and make recommendations on company benefits programs & team members perks within 9 months


 Successful Cultural Fit Factors: · Consistently shows a high level of integrity & ability to communicate and work well in a team · demonstrates a strong work ethic, sense of urgency, and gets things done. · Demonstrates the following: initiative, proactive mind set, solves problems, creativity, innovative thinking, & holds themselves accountable to high personal standards


Minimum Requirements · Bachelor’s Degree required · 6‐7 years of experience in Human Resources at a managerial level · Implemented hiring, training, and retention programs · Any Human Resources certifications a plus




Looking to hire a Director of Sales that can help them achieve their 3 year growth plan. The initial focus of this position will be to manage and coach a talented sales team of 6 and close new business. In addition, this position will be part of their Leadership Team that sets strategy, short & long term goals, forecasting, and team member development. They are looking to hire a “rock star” who wants to be part of a talented team, is committed to growing the business, and also cares about the culture they work in and the people they work with. An important part of who they are as a company is giving back. The company gives 10% of its profit to charity and people who are less fortunate than they are. They believe in supporting the charities and communities they live and work in.

Success Factors for a Director of Sales

Success Factor 1: Achieve new business goal by the end of2017. · Meet with all Sales Managers within first 30 days · Manage all sales goals and sales manager weekly one on ones within first 60 days · Set up quarterly sales tracking by Rep & for company within first 90 days · Close 2 new accounts with estimated annual revenue of at least $400K within 6 months. · Meet with all prospects in Deal Development & Proposal within 6 months

Success Factor 2: Increase current customer spend by 5% by the end of the year. · Create internal dashboard for sales team to show weekly sales progress – 60 days · Review all customer sales for past 24 months and make recommendations to achieve 5% increase within first 90 days · Implement sales plans by customer within first 5 months. · Meet all customers in first 6 months.

Success Factor 3: Increase the Sales Funnel · Have 24 prospects move to deal development in 12 month period. · Schedule quarterly sales training for sales team within 120 days. · Update “Go to Market” strategy within 5 months. · Present Market Analysis to Leadership Team within first 6 months Successful Cultural Fit Factors: · Consistently shows a high level of integrity · Ability to communicate and work well in a team and individually · Demonstrates a strong work ethic, sense of urgency, and gets things done · Demonstrates the following: initiative, proactive mind set, solves problems, creativity, innovative thinking, & holds themselves accountable to high personal standards

Minimum Requirements · Bachelor’s degree · Minimum of 6-8 years of experience managing a sales team. · Proven track record coaching a team as well as implementing & monitoring a Sales Funnel. · Proven sales track record. · Previous experience with sales budgets and corporate profit/loss statements. · Experience closing “Complex Sales” in longer sales cycle environment



Financial Services Company involving commercial real estate & financing.

Salary:  Base + Commission = 120-150K+ in  1st yr,  Top Producers earn 150-200K annually.  Some long term VP of Acquisitions earn 500K per year.  Excellent benefits including 401K plan. Degree is a must, MBA+

To be successful must be self motivated, excellent follow up skills,  develop outstanding rapport with people, and have a good understanding of finance, good with math, #’s.  Industry experience preferred is commercial real estate, financial services, legal or banking.


The Sales Associate position is critical to the success of their company. As the driver of new business, this sales associate is responsible for:

  • Developing, managing and accurately forecasting their own sales acquisition pipeline
  • Generating new leads within their territory
  • Contacting prospects from our database
  • Managing their transactions from inception through closing
  • Coordinating and directing all sales activities, including sales consulting resources used during the    sales cycle
  • Negotiating business terms according to corporate guidelines
  • Exceeding monthly corporate standards and metrics
  • Combo of inside and outside sales- travel to Western Region of U.S. as needed. Most business is local.
  • Degree, MBA+
  • Self generate leads and some leads are given. Appt. setters help with setting of appts.
  • Strong training program with 90 days paired with a Sales Mgr, online training, and one on one training and on-going mentoring


  • Minimum 3+ years of corporate sales experience
  • Highly prefer experience in closing commercial real estate transactions or selling financial products
  • Strong communication and interpersonal skills both on the phone and in person
  • Ability to make effective presentations to high-net worth individuals
  • Highly motivated, self-starter who can excel in an entrepreneurial environment
  • Bachelor’s degree or equivalent experience in a sales organization
  • Working knowledge of Microsoft Office Suite


Other Positions

 Asset Manager

Commercial and Residential Real Estate Investment/Property Management Company in business over 40 yrs is looking for an Asset Manager with Commercial Property Management experience and must have a Ca. Real Estate License. You will oversee 6-7 commercial properties and travel as needed to properties in Ca and one in the state of Washington. These are neighborhood shopping centers and office space. This position works at their corporate offices and NOT a candidate who only works onsite at ONE property. Must have worked with multiple commercial properties.

Duties Include:

•           Preparation of annual budgets

•           Recommends capital expenditures

•           Coordinating marketing and leasing activities for commercial portfolio

•           Responsible for all aspects of the physical oversight and fiscal responsibility to obtain the strongest net operating income possible

•           Develop and maintain strategies for existing tenant PR to assure the continued success of each building through the renewal of existing leases at greater than current rents or market rents

•           Coordinate and manage timely professional responses to each tenant issue that arises during the entire term of the lease and ensure that records of each issue and response are maintained

•           Make sure administrative assistant maintains all files and records in an orderly manner

•           Responsible for understanding assigned market areas

•           Knowledge of other properties considered competition

•           Knowledge of local business conditions and any other conditions that have an impact on the operation of assigned properties

•           Are limited to signing contracts up to $1,500

•           Should always obtain 3 proposals for contracts except if proposal is under $500.00





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