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National Transaction Manager – Full-time ****MUST BE LOCATED IN DALLAS, TX****

Job Summary

Morrow Hill, a leading player in the commercial real estate industry, is seeking a skilled and dynamic National Transaction Manager to become an integral part of our team located in Dallas, Texas. In this role, you’ll leverage your expertise to oversee high-profile accounts, ensuring seamless transactions from inception to closure. This role is a mid-to-senior level position where your skills are valued and rewarded with a competitive salary, commission, and a comprehensive benefits package.

Core Duties and Responsibilities

· Manage all deals for high-profile accounts

· Oversee the entire leasing process through transaction delivery and close-out

· Coordinate with internal client teams

· Manage field brokers and other subject matter experts necessary to deliver an integrated solution to our clients

· Assist in the creation of presentations given at regional and national conferences

· Manage multiple transactions at once

· Attend company meetings and assist with preparation for client meetings and deliverables

· Support Brokers in on-going transactional needs, client relations and business development

Education and Experience Requirements

· Minimum 2 years leasing experience in a commercial real estate environment

· Texas Real Estate License

· Commercial leasing experience required (retail experience is a bonus)

· Lease negotiation experience strongly preferred

· Proficient in Microsoft Office (Excel, Word, Outlook)

· Familiarity with PipeDrive and CRM software preferred

· Client relationship management skills

· Excellent attention to detail and organizational skills

Employment Type

Full-time

Company Summary

VOTED ONE OF THE BEST COMPANIES TO WORK IN 2022! Morrow Hill offers premier corporate and franchise real estate strategies nationwide. Our clients receive the best presentation of properties and exceptional real estate services to meet their needs. Morrow Hill always exclusively represents tenants in their lease negotiations. We pride ourselves on having unparalleled access to every option in the market and meeting our client’s long-term real estate objectives through our single point of contact model. Join our team as we continue to set the standard in office, retail, industrial and franchise leasing.

Morrow Hill is proud to be an Equal Opportunity employer and does not discriminate based on an applicant’s race, color, religion, gender, age, ethnic or national origin, protected veteran status, physical or mental disability, sexual orientation, gender identity, or marital status. 

Morrow Hill Commercial Real Estate

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Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leader in commercial real estate, seamlessly powering every phase of the property life cycle. Newmark’s comprehensive suite of services and products is uniquely tailored to each client, from owners to occupiers, investors to founders, and startups to blue-chip companies. Combining the platform’s global reach with market intelligence in both established and emerging property markets, Newmark provides superior service to clients across the industry spectrum. For the year ending December 31, 2022, Newmark generated revenues of approximately $2.7 billion. As of June 30, 2023, Newmark’s company-owned offices, together with its business partners, operate from approximately 170 offices with over 7,400 professionals around the world. To learn more, visit nmrk.com or follow @newmark.

The Transaction Manager services current and new accounts by coordinating and monitoring various transaction activities and will work with internal departments to manage purchase, sales and lease transactions. The Transaction Manager will also serve as the in-house point-of-contact for clients, brokers, and others to collect or to provide information on all account transactions.

Essential Job Duties:

· Coordinate with Account Manager to align transactions with the client’s real estate objectives.

· Collaborate with assigned business units/regions to understand and support operational requirements and expansion or contraction of the business.

· Implement the transaction process to complete seamless transactions on behalf of the client and in accordance with client’s processes and procedures.

· Source and manage third party brokers/service providers where required.

· Act as the liaison between the landlord, local broker, Account Manager and Business Unit/Regional Real Estate Director.

· Assist the Account Manager in the execution of Corporate Real Estate (CRE) portfolio strategy through lease renewals, new leases, sub-leases, lease terminations and land & building purchase and sales.

· Prepare, review, analyze, and interpret financial analysis templates including book and cash flow projections, NPV (net present value), and/or IRR (internal rate of return) to determine the financial impact and economic value of multiple transaction scenarios.

· Coordinate and execute all steps surrounding transactions including the completion of project initiation sheets, market surveys, client tours, RFPs, counterproposals, LOI, broker’s opinions of value and test fits to lease execution and project closeout.

· Maintain all transaction and forms files. Prepare reports and makes presentations to relevant parties. Prepare follow up letter to brokers and clients as required.

· Monitor and maintain a real estate project tracking system to ensure timely transaction completion.

· Negotiates leases and lease amendments. Monitors lease expirations. Negotiates lease renewals within prescribed timeline.

· Serve as liaison with clients relative to administrative matters, including obtaining executed lease copies, scheduling meetings, and being available to respond to inquiries or receive new assignment requests.

· Review commission calculations with brokers, prepare deal sheets summarizing terms of transaction, and track commission payments and annual commission income reports.

· Prepare project close-out files for all completed transactions, including all transaction documents, list of project contacts, lease abstract, executed lease/agreement, and activity log.

· Track project travel expenses.

· May perform other duties as assigned.

Skills, Education and Experience:

· Bachelor’s degree in business or real estate.

· Real estate sales associate license required.

· Excellent oral and written communications skills.

· Strong knowledge of Microsoft Office including proficiency in Excel, PowerPoint, Outlook etc.

· High degree of professional customer service to both internal and external parties.

Working Conditions: Normal working conditions with the absence of disagreeable elements

Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Newmark

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Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leader in commercial real estate, seamlessly powering every phase of the property life cycle. Newmark’s comprehensive suite of services and products is uniquely tailored to each client, from owners to occupiers, investors to founders, and startups to blue-chip companies. Combining the platform’s global reach with market intelligence in both established and emerging property markets, Newmark provides superior service to clients across the industry spectrum. For the year ending December 31, 2022, Newmark generated revenues of approximately $2.7 billion. As of March 31, 2023, Newmark’s company-owned offices, together with its business partners, operate from over 170 offices with approximately 7,300 professionals around the world. To learn more, visit nmrk.com or follow @newmark.

The Transaction Manager services current and new accounts by coordinating and monitoring various transaction activities and will work with internal departments to manage purchase, sales and lease transactions. The Transaction Manager will also serve as the in-house point-of-contact for clients, brokers, and others to collect or to provide information on all account transactions.

Essential Job Duties:

· Coordinate with Account Manager to align transactions with the client’s real estate objectives.

· Collaborate with assigned business units/regions to understand and support operational requirements and expansion or contraction of the business.

· Implement the transaction process to complete seamless transactions on behalf of the client and in accordance with client’s processes and procedures.

· Source and manage third party brokers/service providers where required.

· Act as the liaison between the landlord, local broker, Account Manager and Business Unit/Regional Real Estate Director.

· Assist the Account Manager in the execution of Corporate Real Estate (CRE) portfolio strategy through lease renewals, new leases, sub-leases, lease terminations and land & building purchase and sales.

· Prepare, review, analyze, and interpret financial analysis templates including book and cash flow projections, NPV (net present value), and/or IRR (internal rate of return) to determine the financial impact and economic value of multiple transaction scenarios.

· Coordinate and execute all steps surrounding transactions including the completion of project initiation sheets, market surveys, client tours, RFPs, counterproposals, LOI, broker’s opinions of value and test fits to lease execution and project closeout.

· Maintain all transaction and forms files. Prepare reports and makes presentations to relevant parties. Prepare follow up letter to brokers and clients as required.

· Monitor and maintain a real estate project tracking system to ensure timely transaction completion.

· Negotiates leases and lease amendments. Monitors lease expirations. Negotiates lease renewals within prescribed timeline.

· Serve as liaison with clients relative to administrative matters, including obtaining executed lease copies, scheduling meetings, and being available to respond to inquiries or receive new assignment requests.

· Review commission calculations with brokers, prepare deal sheets summarizing terms of transaction, and track commission payments and annual commission income reports.

· Prepare project close-out files for all completed transactions, including all transaction documents, list of project contacts, lease abstract, executed lease/agreement, and activity log.

· Track project travel expenses.

· May perform other duties as assigned.

Skills, Education and Experience:

· Bachelor’s degree in business or real estate.

· Real estate sales associate license required.

· Excellent oral and written communications skills.

· Strong knowledge of Microsoft Office including proficiency in Excel, PowerPoint, Outlook etc.

· High degree of professional customer service to both internal and external parties.

Working Conditions: Normal working conditions with the absence of disagreeable elements

Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.

Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Salary: $70,000 – $85,000

The expected base salary for this position ranges from $70,000 to $85,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).

Newmark

Summary: 

Provides proactive leadership on assigned construction projects, from the preconstruction and bidding phase, through planning and buyout, construction, close-out, and warranty. Accountable for client satisfaction, project quality, cost control, and schedule adherence, working as a team with Project Superintendents and Project Engineers. Conforms to corporate policies and procedures, upholds ethical standards, and exemplifies corporate values, with an emphasis on integrity and service.

Essential Duties and Responsibilities

  • Represent Nabholz in business development efforts, including active participation in community and industry organizations, project interviews, and company events.
  • Lead project development through the Preconstruction phase with the support of the Preconstruction Department.
  • Develop project management plan, including safety plan, quality plan, and site logistics plan, with the support of Project Team.
  • Manage commitments to Subcontractors and Suppliers, ensuring internal compliance with procurement policies and vendor compliance with contract terms.
  • Collaborate with Project Team and safety staff to ensure the safe execution of projects with an achievable goal of zero jobsite incidents.
  • Manage all financial aspects of Project, from job setup to monthly billings, forecasting, and final closeout, to ensure that Project meets profitability goals.
  • Maintain positive relationship with current and potential clients and designers.
  • Provide team leadership, both internally and externally.
  • Actively promote safe execution of projects, with an achievable goal of zero jobsite incidents.
  • Anticipate construction flow to provide proactive project planning.
  • Prepare and manage project budget proactively, forecasting final project costs monthly, if not more frequently.
  • Strong organizational ability with daily management of multi-tasking.
  • This job is safety sensitive for medical marijuana purposes.
  • All other tasks as assigned.

Education/Skill Requirements:

  • A 4-year college degree in Construction Management, Construction Science, or similar program is preferred.
  • Career experience must include at least 5 years in commercial construction. Residential construction experience will not be considered.
  • Must understand commercial construction means, methods, and materials, including standard practices and regulations.
  • Excellent written and oral communication.
  • Must be willing and able to speak before groups of people in project interviews and other presentations
  • OSHA 30-hour training.
  • Microsoft Office suite.

Physical Demands:

  • Travel overnight as projects or corporate responsibilities require.
  • Continuously sit, stand, or walk.
  • Bend, squat, climb stairs, or ladders.
  • Lift frequently 20 pound and occasionally up to 25 pounds.

Work environment:

  • Office, cubicle, or workstation.
  • Job trailer or jobsite office.
  • Active project sites for job walks.

AA/EOE. Women, Minorities, Veterans, and Disabled People Encouraged to Apply

Nabholz is an Equal Opportunity Employer and does not discriminate on the basis of sex, race, color, religion, sexual orientation, national origin, cultural heritage, ancestry, political belief, age, marital status, pregnancy, physical or mental disability, protected veteran status or any other characteristic protected by federal, state or local laws.

Employment at Nabholz is subject to post offer, pre-employment drug testing. Nabholz is a drug-free workplace and an E-Verify employer. The above description covers the principal duties and responsibilities of the job. The description shall not, however, be construed as a complete listing of all miscellaneous, incidental, or similar duties which may be required from day-to-day.

 

Nabholz Corporation

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Nevada State Bank is looking to add a team player who can help others in the community reach their financial goals. This workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all associates to grow and thrive.

As a seasoned Bank Branch Manager you will provide top notch customer service to clients and customers that come into the office. If you are passionate about being a team player, and helping others reach their financial goals, then we are interested in speaking with you!

Responsibilities

  • Responsible for the overall performance and operations of the branch. This includes loans, deposits, other referral products, and service quality while managing a complement of exempt and non-exempt personnel
  • As the primary business development officer, is responsible for the expansion of existing business relationships, the development of new business and calling on both prospective and existing clients
  • Primarily responsible for providing sales leadership for the branch, which includes overseeing both the inside and outside sales efforts of the employees
  • Directs branch activities, maintaining appropriate operational, and credit risk management and security oversight in compliance with applicable laws and regulations
  • Extends credit to businesses and/or individuals through a wide variety of commercial, consumer, real estate, and agricultural loans. Responsible for community development and relations
  • May be responsible for processing cash transactions and other customer service duties

Requirements

  • Requires a college degree and 2+ years experience in branch banking, other banking or retail management experience or other directly related experience. A combination of education and experience may meet requirements
  • Knowledge of banking industry, including lending and banking products
  • Must have excellent customer service and management skills
  • Ability to make sound decisions, build relationships and work with a variety of clients, employees and management
  • Ability to set and maintain high quality work standards
  • Ability to lead a group
  • Ability to deal effectively with people in various job capacities. Excellent problem solving and communication skills

This job at Nevada State Bank is being filled by Teamanics, Metabyte’s rapidly growing peer network. Employment through Metabyte, Inc.

Teamanics

Who We Are

Did you know that commercial buildings contribute to roughly 40% of all CO2 emissions in the U.S.? At Critical Systems, we create innovative climate solutions for commercial spaces that challenge what’s possible for a sustainable world. Our team is accelerating progress to bring our greenhouse emissions to net zero! Through our expertise, we are helping to make the world a cleaner, greener, and safer place.

Your Opportunity

Critical Systems in Rockville, MD is hiring a Service Project Manager to join our team. In this role you will be a key team member in our Service division, and responsible for quoting and entering service work, ordering parts and necessary supplies, and ensuring that all service work is scheduled and executed.

Expect to spend around 1 day a week at our Rockville office, except for in-house training sessions.

What You’ll Do

  • Responsible for timely completion of assigned projects, financial performance, and the highest level of customer satisfaction.
  • Plan and analyze assigned projects, establish schedules, project parameters, and set procedures to accomplish system objectives, involving complex service applications.
  • Establish new client base.
  • Invest in local industry associations.
  • Create estimates and proposals.
  • Enter projects, order parts, track parts, schedule labor internally and with customer, review completion of projects and billing coordination.
  • Responsible for entering service estimates, issuing purchase orders, and generating work orders.
  • Manage service projects from estimate to completion.
  • Receive and qualify subcontractor proposals. Assist Sales develop projects as needed.
  • Communicate with customers and their representatives, including building owners, mechanical contractors, other trades, subcontractors, and field support staff.
  • Maintain customer satisfaction by investigating concerns, implementing corrective action, and communicating with customers and assigned staff.
  • Ensure that all assigned staff and subcontractors are working in a safe manner per Critical Systems and OSHA policies.
  • Local travel to customer job sites is required.

What You’ll Need

  • Bachelor’s degree or equivalent combination of education and experience.
  • 5 years’ experience in project management, or equivalent HVAC field experience required.
  • Experienced and knowledgeable in contracting processes and estimating associated with the installation of HVAC systems and managing subcontractors preferred.
  • Computer skills are essential.
  • Highly organized and strongly customer service oriented.
  • Knowledge of blueprints, specifications, and day to day operations of working with a General Contractor.

Don’t meet all the requirements listed above?

At Critical Systems we are dedicated to building a diverse and inclusive company culture. If you’re excited about this role but your experience doesn’t align perfectly with every qualification, we encourage you to apply anyway. You may be just the right candidate for this or other roles!

What We Promise

We’re committed to the continuous development of our employees, using learning to shape and create a sustainable future. Join the fastest growing engineering firm in the area and be part of our diverse and qualified team.

We offer competitive compensation and a comprehensive benefits program. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.

Critical Systems

DIRECTOR OF MARKETING & CLIENT SERVICES

The Director of Marketing & Client Services (DMCS) oversees all the agency’s accounts and the client-facing team members. This is a key role at Brandner Communications (BC). We are looking for a leader who knows how to instill positivity and motivation, build client and team relationships, promote accountability and agency growth.

This individual needs a solid background in senior-level marketing positions. Advanced verbal and written communications skills, analytical thinking, strategy development, personal organization, and strong relationship building skills are a must. A clear understanding of current marketing and advertising trends and application to client strategy is essential.

The DMCS will support the team in the following ways:

Client Management

· Serve as the primary internal stakeholder for assigned clients through driving agency accountability by providing a lens of the clients’ best interest across strategy, data analysis, optimizations, channel expansion, and overall partnership growth.

· Responsible for the overall account health and profitability of clients, providing the executive team with client health updates, when clients are at risk and where there are potential opportunities to grow existing client relationships.

· Serve as the client advocate to ensure that the agency meets client deadlines and/or requests.

· Maintain knowledge of project timelines, scope, and billing requirements for each client.

· Implementing new and innovative strategies while measuring and communicating the business impact of the results to internal and external (client) stakeholders.

· Work with account leads and finance to ensure accurate billing, budgeting, & forecasting.

Leadership & Development

· Provide leadership for the client-facing team and serve on the agency leadership team.

· Establish a clear strategic vision to manage the operational success of accounts and lead strategic plan development.

· Maintain strong and effective teams and mentor individual team members.

Responsibilities

· Ensure that the agency delivers superior work that is strategic and creative.

· Ensures client relations are positive and stable; and that the partners are immediately informed of any potential problems with client/agency relations, budget overruns, etc.

· Reviews campaign conceptual directions to ensure strategic marketing objectives remain in focus.

· Reviews strategies and recommends improvements.

· Reviews major media and public relations plans, and creative strategies before submission to clients.

· Ensures that client performance requirements are met and agency profitability maintained.

· Ensures client needs are properly and efficiently staffed.

· Contacts and forms relationships with senior client personnel.

· Evaluates account supervisors’ performance on at least an annual basis.

· Ensures that all intellectual property requirements are adhered to.

Ideal Candidate

· 10+ years of experience at an agency or for a building industry focused company both in residential and commercial construction. While building industry experience isn’t mandatory it is a bonus.

· Experience and expertise in scoping, pitching, executing, and leading initiatives related to all areas of marketing.

· Proven track record of client growth, strategic planning, and profitability

· Is an out-of-the-box thinker.

· Keeps up with current trends, technology & advancements.

· Ability to manage multiple people, work streams, and projects simultaneously.

· Highly motivated, incredibly resourceful, credible and has built strong relationships with clients and teams.

· A positive and proactive team player who takes the initiative to identify & complete action items and seeks out new opportunities to get tasks done efficiently and effectively.

· A leader with high integrity.

ABOUT US

We say that Brandner Communications is like no other. We do incredible work with incredible people for incredible clients. We are kind of incredible.

THE WORK: “Brand Building For Building Brands” is more than our tagline. It is our purpose. We are one of the leading agencies in the building industry which has intentionally been our ONLY focus for over three decades. Turning What-Ifs into What-Matters is the agency’s rally cry, focusing on results rather than fluff. Trailblazing not following. We are always pushing boundaries and thinking outside of the box… I mean who likes a box?

THE TEAM: The same goes for our employees. We have a team of extremely talented people that have made BC their work home for a long time. It’s much more than a workplace, it’s a family. You will never be pigeon-holed at BC. We want people to grow. We want people to be passionate about the work they do. We want people to be inspired and inspire others.

THE CLIENTS: We are extremely fortunate to have many long-term clients that have made BC their partner for the long haul. You see, we believe it’s about results but also about relationships. Our clients know that we are all-in. After all, when our clients succeed so does BC.

Brandner Communications

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TENANT SERVICES COORDINATOR

JOB DESCRIPTION

Company Background

Founded in 1993, DivcoWest is a multi-disciplinary real estate investment firm headquartered in San Francisco, with offices in Los Angeles, Menlo Park, Boston, Washington DC, Austin, and New York City. Known for our long-standing relationships and track record of success in innovation markets, DivcoWest combines entrepreneurial spirit with an institutional approach. As of Q1 2023, DivcoWest has over $18 billion in assets under management and has acquired or developed nearly 60 million square feet of commercial real estate primarily across the United States.

DivcoWest aims to create environments that inspire ingenuity, promote growth, and enhance the health, happiness, and well-being of all people. A disciplined code of ethics is at the core of all that we do. We believe that the collective energy of a diverse team is what drives our creative ideas and solutions.

Summary

DivcoWest is seeking a strategic and collaborative professional to join our commercial property management team working at The Ranch—one of three campuses in The Sand Hill Collection (SHC) in Menlo Park (https://sandhillcollection.com/). As the Tenant Services Coordinator, you will be engaged in a wide range of responsibilities and experiences, including supporting implementation of the Master Plan involving major site renovations and existing building operations. This individual will report to and collaborate with the Senior Property Manager.

This role requires 5 days in office at our Menlo Park, CA location.

The ideal candidate for this role should be comfortable working and contributing to a team, enjoy being in a busy environment where new and complex transactions occur, and interact with people at various levels within and outside the organization. The property type is Class A Office.

SHC represents roughly 44% of office inventory along Sand Hill Road and is an exceptional cluster of world-class office space, activated open spaces, and on-site amenities in one vibrant community. As an integrated collective, SHC delivers approximately 552,000 square feet across nearly 50 total acres, three campuses, and 21 office buildings along the most coveted stretch of Sand Hill Road.

Interested candidates should send their resumes to Aida Moradi: amoradi@divcowest.com.

Responsibilities:

· Welcome visitors and clients in a professional, courteous, and helpful manner.

· Screen and/or forward calls to appropriate staff.

· Function as liaison between tenants and property manager/senior property manager for property related issues.

· Dispatch service calls, enter into the order software, Building Engines, and follow-up to ensure satisfactory completion.

· Draft tenant memos and letters.

· Schedule any maintenance required for office machines and computers.

· Order office supplies and building supplies, business cards and stationery.

· Order hospitality supplies and keep a well-stocked kitchen/refrigerator.

· Produce vendor repair agreements, maintain vendor files, supervise vendors as requested and monitor vendor insurance.

· Maintain contacts lists and emergency information, hard and soft copy tenant, and other property files.

· Review and manage certificates for vendors and tenants via Building Engines.

· At the direction of the property manager, visit tenants for any tenant related issues i.e., janitorial, pest control, etc.

· Assist property manager with plans and coordination of tenant events or other special projects.

· Assist with updating and maintaining tenant handbook, order tenant move-in gifts, order holiday gifts and assist with planning of annual tenant events.

· Input access card data as directed.

· Distribute keys to vendors and maintain key long.

· Supports annual expense budget preparation to include but not limited to gathering vendor quotes for contracted services.

· Assist property manager with monthly accounting re-classes and accruals.

· Scan, enter and code invoices in Nexus Payable invoice processing system. Prepare necessary check requests; input related data and processing within established guidelines. Research and respond to internal and external inquiries. Research invoices and payments to insure timely and accurate payment.

· Responsible for tenant billbacks and generate invoice via Building Engines.

· Follow up on all delinquencies via Management Reports Inc. (MRI). Obtain aging report for property manager and deliver standard tenant correspondence to address delinquencies.

· Assist in tenant ledger adjustments.

· Assist in review of monthly rent edits.

Qualifications:

· 4-year college degree preferred.

· 2 years administrative, clerical, accounting, or tenant services/customer relations experience.

  • Prior experience working in property management, commercial real estate, or financial services industries preferred.
  • Management Reports Inc. (MRI), Building Engines and Nexus or similar systems experience preferred.
  • Understanding of general accounting and financing a plus.
  • Working knowledge of accounts payable, receivables, and expenditures is desired.
  • Experience with data entry, basic reporting, filing, answering phones, scheduling, excellent verbal, and written communications skills are necessary.
  • Great telephone skills; pleasant and courteous; excellent customer service.
  • Present a professional, positive image that reflects well with the organization.
  • Reliable and punctual.
  • Excellent computer skills, including proficiency in in Microsoft Office Products (Excel, Work, Outlook, and PowerPoint).
  • Ability to work independently and within a team to build relationships and interact effectively with all members of the company.
  • Ability to multi-task, work successfully under pressure, and effectively prioritize and manage time and workload to meet property and client needs.
  • A desire to work within a diverse, collaborative, and professional environment.

The person in this position must be able to:

· Remain in a stationary position for 75% of the time working on a computer and attending virtual meetings.

· Occasionally move about the office to access file cabinets, office technology, and attend meetings etc.

Compensation:

· $60,000-$70,000

· Annual bonus opportunity

· Full benefits

Divco West Services, LLC (“Company”), an equal opportunity employer, is committed to equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, pays, and administers all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person’s appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please review our company Privacy Policy regarding the use of any personal information you provide us at: https://www.divcowest.com/privacy-policy/

This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits, and all other privileges, terms, and conditions of employment. This policy and the law prohibit employment discrimination against any employee or applicant on the basis of any legally protected status outlined above.

DivcoWest

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OVERVIEW

ADVI Health is a strategic consulting partner to the healthcare and life sciences ecosystem. Based in Washington, DC; Chicago, Il; and Austin, Tx, the firm delivers data and insights driven advice and vision for leaders in healthcare business and policy. ADVI’s collaborative and creative team of consultants and Advisors are all veterans of top healthcare and life science organizations, the federal government, state government, top consultancies, nonprofits, commercial payers or data and analytics companies. ADVI delivers a comprehensive perspective by integrating business, policy, and science to find creative solutions through data, learned insight and compelling strategy to help make decisions across all segments of healthcare. The firm represents a sophisticated client base of Fortune 500 life sciences and health care service companies as well as venture and private equity backed companies in biotechnology, diagnostics, digital health, AI, health IT and health care services. The firm is at the forefront of health care delivery transformation, payment reform, public and private payer coverage, and healthcare merger and acquisition deal flow, within the US and abroad. For more information, visit advi.com.

ADVI is seeking a Director, Account Management, to join ADVI’s growing Life Sciences business. This leader will be one of the founding members of ADVI’s Account Management and Sales team and will be responsible for managing and growing the firm’s business relationships with ADVI’s top device, digital health, and diagnostic manufacturer customers. The Director will work with other ARM team members on individual accounts, engage with Solutions colleagues across the firm, and partner with Finance and Operations to support our clients. In addition to account management responsibilities, this person will develop fluency in leading healthcare and lifescience business and policy issues important to ADVI clients. The position will report to the Head of Sales.

RESPONSIBILITIES

● Serves as a primary relationship manager/business development liaison with multiple high-priority device and diagnostic accounts

● Leads account planning, identifying key growth opportunities for ADVI and ideal client relationship structure

● Collaborates on creation of business development and sales plans (across ADVI products and solutions) and executes to meet sales objectives

● Generates new leads within existing accounts

● Research accounts, identify key contacts, connect with prospects, and generate interest through timely, regular outreach to develop long-term relationships

● Presents ADVI’s capabilities to customers in pitches that are tailored to client needs, ADVI relationships, and are in context of past/existing work streams

● Drafts BD collateral (outreach emails, pitch decks, etc.)

● Coordinates across ADVI teams to identify and execute on BD opportunities

● Organizes pursuit / pitch teams; participate and lead aspects of the proposal development process; contribute to the development of proposal pricing strategies

● Ensures CRM systems such as HubSpot/Salesforce.com are kept up to date

● Represents ADVI and builds relationships with clients/prospective clients at venues selected to increase ADVI market visibility (i.e. professional conferences)

● Works closely with the Head of Sales and Head of Marketing on sales and marketing tactics and strategies

● Establishes and maintains contact with top decision makers at key clients that facilitates buy-in of proposed solutions from top management levels at the client

● Provides oversight on project work within client accounts to ensure client satisfaction and objectives are met

● Proactively anticipates client needs based on market activity

● Contributes to firm visibility and marketing campaigns to support sales goals

● Conducts market intelligence to understand key competitors

● Sets quarterly and annual account goals/metrics to assess progress and deliver on sales objectives

QUALIFICATIONS

● High level of independence and sound judgment to identify prospect and client needs, determine appropriate follow-up, and deploy the appropriate resources

● Proven track record of growing accounts and developing, negotiating, and closing deals

● Strong ability to multitask and prioritize work streams effectively under deadline

● Excellent attention to detail

● Ability to use sales analytics and marketing data to identify patterns and contribute to account planning and follow-up

● Strong oral and written communication skills

● Action-oriented, forward-looking, and strategic with strong sense of urgency and initiative to get things done by influencing others and building relationships in a team-oriented, collaborative atmosphere

● Familiar with developing and maintaining sales plans

● Knowledge of healthcare issues, device, diagnostics, and the health policy ecosystem

● Bringing existing relationships in the life sciences area a plus

● 8-10+ years of relevant professional experience supporting sales, business development, and account management functions

● Experience supporting accounts and internal stakeholders in a hands-on, high-touch environment

● Advanced Microsoft Office skills such as PowerPoint, Excel and Word

● Experience using a CRM system

● Willingness to travel

ADVI Health

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OVERVIEW

ADVI Health is a strategic consulting partner to the healthcare and life sciences ecosystem. Based in Washington, DC; Chicago, Il; and Austin, Tx, the firm delivers data and insights driven advice and vision for leaders in healthcare business and policy. ADVI’s collaborative and creative team of consultants and Advisors are all veterans of top healthcare and life science organizations, the federal government, state government, top consultancies, nonprofits, commercial payers or data and analytics companies. ADVI delivers a comprehensive perspective by integrating business, policy, and science to find creative solutions through data, learned insight and compelling strategy to help make decisions across all segments of healthcare. The firm represents a sophisticated client base of Fortune 500 life sciences and health care service companies as well as venture and private equity backed companies in biotechnology, diagnostics, digital health, AI, health IT and health care services. The firm is at the forefront of health care delivery transformation, payment reform, public and private payer coverage, and healthcare merger and acquisition deal flow, within the US and abroad. For more information, visit advi.com.

ADVI is seeking a Director, Account Relationship Management, Pharma, to join ADVI’s growing Life Sciences business. This leader will be one of the founding members of ADVI’s Account Management and Sales team and will be responsible for managing and growing the firm’s business relationships with ADVI’s top drug and biologics manufacturer customers including but not limited to vaccine, cell and gene therapy, rare disease, and oncology manufacturers. The Director will work with other ARM team members on individual accounts, engage with Solutions colleagues across the firm, and partner with Finance and Operations to support our clients. In addition to account management responsibilities, this person will develop fluency in leading healthcare and lifescience business and policy issues important to ADVI clients. The position will report to the Head of Sales.

RESPONSIBILITIES

● Serves as a primary relationship manager/business development liaison with multiple high-priority drug and biologics manufacturers accounts

● Leads account planning, identifying key growth opportunities for ADVI and ideal client relationship structure

● Collaborates on creation of business development and sales plans (across ADVI products and solutions) and executes to meet sales objectives

● Generates new leads within existing accounts

● Research accounts, identify key contacts, connect with prospects, and generate interest through timely, regular outreach to develop long-term relationships

● Presents ADVI’s capabilities to customers in pitches that are tailored to client needs, ADVI relationships, and are in context of past/existing work streams

● Drafts BD collateral (outreach emails, pitch decks, etc.)

● Coordinates across ADVI teams to identify and execute on BD opportunities

● Organizes pursuit / pitch teams; participate and lead aspects of the proposal development process; contribute to the development of proposal pricing strategies

● Ensures CRM systems such as HubSpot are kept up to date

● Represents ADVI and builds relationships with clients/prospective clients at venues selected to increase ADVI market visibility (i.e. professional conferences)

● Works closely with the Head of Sales and Head of Marketing on sales and marketing tactics and strategies

● Establishes and maintains contact with top decision makers at key clients that facilitates buy-in of proposed solutions from top management levels at the client

● Provides oversight on project work within client accounts to ensure client satisfaction and objectives are met

● Proactively anticipates client needs based on market activity

● Contributes to firm visibility and marketing campaigns to support sales goals

● Conducts market intelligence to understand key competitors

● Sets quarterly and annual account goals/metrics to assess progress and deliver on sales objectives

QUALIFICATIONS

● High level of independence and sound judgment to identify prospect and client needs, determine appropriate follow-up, and deploy the appropriate resources

● Proven track record of growing accounts and developing, negotiating, and closing deals

● Strong ability to multitask and prioritize work streams effectively under deadline

● Excellent attention to detail

● Ability to use sales analytics and marketing data to identify patterns and contribute to account planning and follow-up

● Strong oral and written communication skills

● Action-oriented, forward-looking, and strategic with strong sense of urgency and initiative to get things done by influencing others and building relationships in a team-oriented, collaborative atmosphere

● Familiar with developing and maintaining sales plans

● Knowledge of healthcare issues, life sciences, and the health policy ecosystem

● Bringing existing relationships in the life sciences area a plus

● 8-10+ years of relevant professional experience supporting sales, business development, and account management functions

● Experience supporting accounts and internal stakeholders in a hands-on, high-touch environment

● Advanced Microsoft Office skills such as PowerPoint, Excel and Word

● Experience using a CRM system

● Willingness to travel

ADVI Health

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