Senior Transaction Manager Job ID 276445 Service line Advisory Segment Role type Full-time Areas of Interest Transaction Management Location(s) Remote - US - Remote - US - United States of America About the Role: As a CBRE Senior Transaction Manager you will oversee the transaction management team responsible for performing a variety of commercial real estate transaction activities, including the negotiation of new leases, renewals, and dispositions of surplus commercial properties on behalf of clients. What You’ll Do: - Provide formal supervision to employees. Monitor the training and development of staff. Conduct performance evaluations and coaching. Oversee the recruiting and hiring of new employees. - Coordinate and manage the team's daily activities. Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department deadlines. Mentor and coach as needed. - Implement complex real estate plans with an understanding of the client's strategic real estate goals. Assist with project initiation and scope definition, prioritization of assignments, and adherence to client-driven priorities, commitments, and milestones. - Act as a landlord or seller agent and tenant or buyer agent and effectively negotiate the business terms and conditions. - Coordinate the negotiation of sales through a field broker. This includes negotiating leases and lease amendments, monitoring lease expirations, and negotiating lease renewals in time. - Locate and acquire new properties to meet the client's requirements and timeline. - Review, evaluate, and interpret financial analysis templates. This includes book and cash flow projections, NPV or IRR financial analyses to enable clients to make more informed decisions. - Work closely with the company or client's Lease Administration, Project Management, Facility Management, and Finance and Accounting teams to ensure integration between the service lines. - Prepare commission forecasts and vouchers, and track all savings results achieved on behalf of clients. - Monitor a real estate project tracking system to ensure timely transaction completion; prepare reports and make presentations to relevant parties. - Apply a broad knowledge of the business, own discipline, and how own discipline integrates with others to achieve team and departmental objectives. - Lead by example and model behaviors that are consistent with CBRE RISE values. Influence others to adopt a different point of view while being guided by policies and departmental plans. - Identify and solve technical and operational problems of complexity. - Understand and recognize the broader impact across the department. - Improve and change existing methods, processes, and standards within the job discipline. What You’ll Need: - Bachelor's Degree preferred with 8-10 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. . - Real Estate Salesperson License required. - Experience in the areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention is preferred. - Ability to lead the exchange of sensitive, complicated, and difficult information, convey performance expectations and handle problems. - Leadership skills to motivate the team to achieve broad operational targets with impacts on own job discipline, multiple job disciplines, and department. - In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. - Extensive organizational skills and an advanced inquisitive mindset. - Intermediate math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations. Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. Why CBRE? When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants. Applicant AI Use Disclosure We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process. CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the Senior Transaction Manager position is $120,000 annually or ($57.70 per hour) and the maximum salary for the Senior Transaction Manager position is $165,000 annually [or $79.33 per hour]. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE’s applicable benefit program. The application window is anticipated to close on 6/5/26 and may be extended as needed. Or to express interest in similar roles, visit CBRE.com/careers.

Role Description Myers and Stauffer LC is a certified public accounting and health and human services consulting firm, specializing in audit, accounting, data management and consulting services to government-sponsored health care programs (primarily state Medicaid agencies, and the federal Center for Medicare & Medicaid Services). We have 45+ years of experience assisting our government clients with complex health care reimbursement and provider compliance issues, operate 21 offices and have over 900 associates nationwide. At Myers and Stauffer, you will have a career that is rewarding while also supporting our state and federal government health and human service clients that focus on those in need. We are committed to providing our employees with: - Professional growth and development opportunities - A diverse, dynamic, challenging work environment - A strong and visionary leadership team - A welcoming and collaborative culture throughout our offices We are always willing to discuss potential flexibility that an employee may need to better suit their work-life wellbeing. Benefits - Health, Dental, and Vision insurance along with other competitive employee benefits for eligible associates - Vacation time, sick time, and paid holidays - Paid Parental Leave and available support resources - 401K with company matching for eligible employees - Tuition reimbursement, referral bonuses, paid volunteer community service time, mentor program, and a variety of other employee programs and perks - A combination of technical and leadership development training at each career milestone - Up to six counseling sessions per year for eligible employees through our Employee Assistance Program We understand that changing or learning a new industry can discourage strong candidates from applying. Please do not hesitate to apply, as you may be the right fit for this position or another position we have open.

Role Description As a Senior Customer Success Manager (CSM) reporting to the Director, Customer Success, you'll be a high-impact contributor who serves as the ultimate advocate for our clients, a strategic growth driver, and a data-driven decision-maker. In this role, you will build deep relationships to understand unique client needs and empower them to achieve exceptional results by fully leveraging Athennian’s platform. You will act as the voice of our clients, develop sophisticated, value-driven success plans, and analyze key metrics to drive continuous improvement. As a Senior CSM, you will handle complex client use cases with a high degree of autonomy, while playing a key role in optimizing our internal CS playbooks and methodologies. What you'll do - Own and build strong, strategic relationships with a dedicated portfolio of customers, effectively managing accounts with high architectural or organizational complexity. - Drive customer renewal and retention, consistently exceeding quarterly Net Dollar Retention (NDR) goals by identifying and neutralizing churn risks early. - Identify and capitalize on opportunities for revenue growth, managing complex expansion and upsell negotiations from discovery to close. - Develop and pilot innovative strategies to increase customer engagement and product adoption that can eventually be scaled across the wider CS team. - Collaborate with internal teams to ensure seamless onboarding and ongoing training, specifically for multi-faceted or global implementations. - Serve as the primary point of contact for customer escalations, ensuring swift, independent resolution of critical issues. - Provide insightful, data-backed analysis and feedback to inform team decision-making and product roadmap recommendations. - Execute high-impact quarterly business reviews with clients to identify growth opportunities, demonstrate ROI, and address any lingering concerns. - Monitor customer health, proactively identifying and mitigating risks using advanced data analytics and health indicators. - Lead internal initiatives to improve Customer Success processes, playbooks, and cross-functional workflows. Qualifications - 6+ years of success in a commercially-focused Customer Success role within a B2B SaaS environment, with a proven track record of handling increased account complexity. - Familiarity with the legal tech, governance space, entity/equity management, private equity solutions, or adjacent private equity related software. - A natural relationship-builder who is skilled at fostering strong connections, navigating complex political landscapes within client organizations, and building trust with senior clients. - A proactive approach to assessing growth opportunities alongside experience driving deals through to close. - Empathetic and customer-centric, with a genuine passion for understanding and exceeding client expectations. - An excellent communicator adept at simplifying complex technical, legal, or workflow issues and conveying information clearly to both technical users and executive sponsors. - Strategic and proactive in client interactions, with a proven ability to mitigate churn, drive adoption, and encourage expansion with minimal oversight. - Highly organized, collaborative, and detail-oriented, with a proven ability to manage competing priorities and complex projects while driving change effectively. - Travel expected based on book of business and internal/external company events. - Must be based in and authorized to work in the US/Canada, working on an EST schedule. Requirements - An understanding of managing SaaS solutions within highly regulated environments, particularly at the enterprise level. - Experience working at a law firm or with an in-house legal team. - Knowledge of and ongoing interest in the legal space, corporate governance, and regulations that may impact our customers and their business. Benefits - Minimum of 3 weeks vacation, 5 sick days, and 6 personal/flex days, plus a company-wide winter holiday shutdown. - Health, dental, and vision, long-term disability, and a Health Spending Account (HSA). - Flexible parental leave benefits, including top-ups. - A dedicated work-from-home allowance to get you set up for success.

Transaction Manager Job ID 268522 Service line Advisory Segment Role type Full-time Areas of Interest Transaction Management Location(s) Remote - US - Remote - US - United States of America About the Role: Are you a highly organized and detail-oriented commercial real estate professional seeking to make a significant impact within a dynamic, high-performing team? As a CBRE Transaction Manager, you will provide strategic, ongoing management of real estate transaction activities including new leases, renewals, sales, acquisitions and dispositions for a defined portfolio of commercial properties which may include office, industrial, retail and other properties. Close collaboration with local brokerage teams, ensuring optimal deal terms and outcomes for our clients is critical to success. What You’ll Do: - Prepare, recommend, and execute transaction strategies for acquiring and disposing of properties. - Develop real estate plans with an understanding of the client's strategic goals. - Gather resources to execute lease renewals, new site acquisitions, and disposition of surplus space through subleasing. - Act as landlord/seller agent and tenant/buyer agent. Review business terms and conditions for a wide variety of commercial real estate products. - Coordinate the negotiation of sales through a field broker. Negotiate leases, amendments, and track expirations. - Secure new properties to meet clients’ requirements and timelines. - Work with internal and external teams to ensure integration between the service lines. Track all transaction activity and prepare commissions, forecasts, vouchers, and accounts. - Contribute to new products, processes, standards, and/or operational plans in support of achieving functional goals. - Review requests for proposals, comparison packages, letters of intent, and brokers’ opinions of value. - Present book and cash flow projections, NPV, and IRR to enable clients to make more informed outcomes. - Apply in-depth knowledge of standard principles and techniques/procedures to accomplish complex assignments and provide innovative solutions. - Coach others and share in-depth knowledge of own job discipline and broad knowledge of several job disciplines within the function. - Lead by example and model behaviors that are consistent with CBRE RISE values. Work to build consensus and convince others to reach an agreement. - Impact a range of customer, operational, project, or service activities within own team and other related teams - Work within broad guidelines and policies. - Explain difficult or sensitive information. What You’ll Need: - Bachelor's Degree preferred with 5-8 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. - Experience with commercial real estate transactions is preferred. - Real Estate License is required. - Ability to exercise judgment based on the analysis of multiple sources of information. - Willingness to take a new perspective on existing solutions. - In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. - Organizational skills with an advanced inquisitive mindset. - Sophisticated math skills. Ability to calculate mildly complex figures such as percentages, fractions, and other financial-related calculations. Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. Why CBRE? When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.