Job Title

Job Description Summary

Job Description

Job Description Summary
The Sr. Analyst on the Advisory Digital Enablement & Support team assists business users across the assigned region in adopting, optimizing, and successfully leveraging core Advisory Technology platforms. This role serves as a hands‑on subject matter expert who provides frontline technical support, user enablement, and regional coordination to drive onboarding, platform adoption, and successful engagement for business users.

Under direction of the Team Lead, this position partners closely with regional business stakeholders, the Americas Enablement/Support team, and the extended TDS organization to ensure users are equipped for success. The Sr. Analyst acts as a trusted advisor and an advocate for platform excellence, supporting both existing teams and new onboarding groups.

Target Markets: California

Responsibilities:

Regional User Support & Driving Adoption

• Serve as the first line of support for the assigned region business users by triaging, escalating and resolving issues in Business Support queues.
• Act as a trusted advisor and support proactive outreach to the business users in the assigned region, ensuring their success with Advisory technology platforms.
• Provide hands-on assistance with data management, report/dashboard updates, troubleshooting, and workflow questions.
• Support regional support activities for Advisory products, including site visit for rollouts and feature launches.
• Support execution of regional adoption plans in partnership with the Service Line Lead and Americas Digital Enablement/Support teams.
• Deliver platform insights, identify training gaps, and communicate user needs back to the broader enablement and product teams.
• Maintain an up to date understanding of industry trends and product roadmap developments relevant to assigned business lines.

Onboarding & Training

• Support onboarding of new broker teams and M&A users within the assigned region, including verifying licensing, data migration, and process mapping.
• Lead localized user training sessions, Q&A sessions, and best practice coaching for new and existing users.
• Partner with regional business leaders and broker teams to encourage platform adoption, reinforce process alignment, and promote consistent use of Advisory technology tools.

Reporting & Documentation

• Prepare user feedback summaries, adoption insights, and operational updates for internal team meetings.
• Maintain and contribute to process documentation and playbooks when requested.
• Support reporting and data quality initiatives aligned with regional and national goals.

Releases

• Participate in User Acceptance Testing (UAT) for releases; help define test scenarios and support execution.
• Verify that enhancement requests, data fixes, and bug resolutions affecting the region meet quality standards (SIT/UAT).
• Communicate regional release impacts, feature changes, and readiness steps to business users.
• Support hypercare and follow up on issues following major releases.

Cross-Functional Coordination

• Collaborate closely with Product, Business Analysts, and Test Leads to ensure the business is set up for success during releases and strategic programs.
• Provide regional feedback and insights to help prioritize enhancement requests.
• Participate in technical team meetings, representing the assigned region’s business needs and user perspectives.
• Support cross regional knowledge sharing with other regional leads and analysts.
• Participate in TDS Advisory strategic initiatives, Change Management programs, and Centre of Excellence activities

Skills & Qualifications

Required

• 2+ years of related work experience in technology enablement, operations, support, or a similar function.
• 4-year college degree or equivalent experience
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities in a dynamic environment.
• Aptitude for problem solving, critical thinking, and learning new tools quickly.
• Strong verbal and written communication skills, including the ability to navigate questions, guide users, and foster open dialogue.
• Ability to translate technical concepts into clear, relatable explanations for business users.
• Willingness to work flexible hours to support a national team and travel as needed for in-market rollouts or office presence
• Collaborative, service oriented, and eager to support business users.

Preferred

• Experience with Salesforce and/or commercial real estate (CRE) business operations.
• Exposure to training delivery, onboarding, or workflow/process mapping.
• Familiarity with ServiceNow or support ticketing systems.
• Interest or experience in analytics, dashboards, and data visualization.