Qualifications
Responsibilities
Benefits
Job Title
Sr. Transaction Manager
Job Description Summary
As the Sr. Transaction Manager, you will oversee transaction management delivery for complex real estate portfolios, ensuring transactions are executed from initiation through completion with strong financial discipline, stakeholder coordination, and service quality. This role provides portfolio-level transaction oversight, strategic planning support, process leadership, and guidance to transaction team members while helping clients achieve their real estate objectives.
Job Description
This role will primarily:· Lead transaction service delivery across complex client portfolios, ensuring quality, consistency, and alignment with client real estate objectives.
· Collaborate with internal and external brokerage professionals to develop transaction strategies, ensure effective negotiation of business terms, and lead negotiation of transaction documents.
· Support strategic real estate planning through cost savings analysis, occupancy strategies, business case development, and value-add reporting.
· Drive standardized processes, playbooks, performance measurements, budgeting, revenue tracking, reporting accuracy, and AI-enabled workflow improvements across the account.
Success in this role looks like:· Complex transactions are delivered with strong execution discipline, accurate documentation, clear stakeholder alignment, and timely resolution of transaction risks or issues.
· Portfolio plans, transaction strategies, financial analyses, and business cases support client decision making and measurable occupancy value.
· Financial performance reporting, revenue tracking, and client deliverables are accurate, complete, and actionable.
· Standardized operating practices support consistent, efficient, and scalable transaction delivery.
Key ResponsibilitiesPortfolio Execution & Transaction Oversight· Lead transaction service delivery across assigned client portfolios, ensuring alignment with client goals, account priorities, and real estate objectives.
· Collaborate with internal and external brokerage professionals to develop transaction strategies and ensure effective negotiation of business terms for renewals, acquisitions, dispositions, lease restructures, and other owned and leased real estate transactions.
· Lead negotiation of Letters of Intent (LOIs), lease agreements, amendments, and other transaction documents in collaboration with brokerage professionals, legal partners, and client stakeholders.
· Manage field broker selection processes and coordinate transaction teams to align resources with client needs.
· Determine client requirements, communicate project parameters, coordinate legal review activities, resolve transaction-related issues, and support client site visits and market tours.
Strategic Planning & Portfolio Advisory· Lead development of strategic real estate plans and provide transaction-informed advisory support to clients.
· Identify occupancy cost savings opportunities and support expansion, contraction, renewal, relocation, disposition, and portfolio optimization strategies.
· Produce and support business case development, including reports, data, financial analyses, action plans, occupancy cost savings, and value-add analyses.
Client & Stakeholder Engagement· Collaborate with client stakeholders, internal contributors, brokerage professionals, portfolio administration, and account partners to support transaction and portfolio outcomes.
· Present transaction activity to client and C&W management and participate in client/C&W business reviews.
· Lead and facilitate client meetings to align stakeholders, communicate progress, and advance transaction decisions.
Financial, Budgeting & Performance Management· Prepare, review, interpret, and apply financial analysis and accounting concepts to support transaction strategies and client recommendations.
· Manage budgeting activities, client rebate accounts, and transaction revenue tracking.
· Ensure accuracy of financial data, transaction reports, client materials, and performance-related deliverables.
Process Management, Technology & AI Enablement· Develop, implement, and continuously improve standardized processes, account playbooks, standard forms, procedures, and performance measurements.
· Manage key documentation, client communications, reporting workflows, and transaction governance practices to improve efficiency and consistency.
· Leverage AI-enabled and technology-driven solutions to improve transaction execution, reporting quality, analysis, workflow efficiency, and client outcomes.
Team Guidance & Quality Control· Provide supervision and guidance for transaction team members and other team members supporting transaction activity for the client relationship.
· Collaborate with portfolio administration teams to support data accuracy and consistent transaction reporting.
· Ensure applicable state real estate standards and account-level transaction requirements are met.
QualificationsMust-Have Requirements· 7+ years of real estate experience in transaction management, corporate real estate, or a related commercial real estate function.
· Experience with high-level, complex transaction management, including lease negotiations, LOIs, amendments, transaction documents, and transaction strategy.
· Must obtain and hold state real estate salesperson license.
· Ability to read and understand commercial real estate transaction documents, such as leases, purchase and sale agreements, sublease agreements, SNDAs, estoppels, and assignment agreements.
· Experience preparing, reviewing, and interpreting financial analyses, business cases, transaction economics, budgeting, revenue tracking, and financial reporting.
· Demonstrated ability to lead complex transaction workflows, coordinate internal and external stakeholders, and ensure quality across client-facing deliverables.
· Experience developing or improving processes, playbooks, forms, procedures, performance measurements, or account operating standards.
Preferred Experience· Experience supporting complex, national, multi-market, or global corporate real estate portfolios.
· Experience leading or guiding transaction coordinators, transaction managers, analysts, or other team members supporting transaction activity.
Technology & Tools· Strong proficiency with Microsoft Office Suite, including Word, Excel, and PowerPoint.
· Experience with commercial real estate technology platforms.
· Experience with CoStar, HypREspace, or LeaseCalcs is a plus.
· Experience utilizing AI-enabled solutions to support transaction execution, reporting, analytics, workflow efficiency, and decision making.
Capabilities· Client service orientation and stakeholder management
· Communication proficiency, including written communication, verbal communication, facilitation, and presentation skills
· Financial analysis, budgeting, and transaction economics
· Negotiation leadership and transaction strategy
· Strategic planning and portfolio advisory thinking
· Process discipline, organization, and ability to manage multiple priorities
· Team guidance, collaboration, and leadership through influence
Education· Bachelor’s degree required. Finance, Real Estate, Business, Economics, or related field preferred.
Needs to be customized at the account level
Our team will look into this right away.