Transaction Account Coordinator at Marcusmillichap

About the Company:  Founded in 1971, Marcus & Millichap (NYSE: MMI) is a leading commercial real estate brokerage firm focusing exclusively on investment sales, financing, research, and advisory services, with nearly 1,700 investment sales and financing professionals in 80+ offices throughout the United States and Canada.    Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available.  Marcus & Millichap closes more transactions than any other real estate investment brokerage firm in the nation. In 2024, the firm closed 7,836 transactions with a sales volume of approximately $49 billion. The Brokerage Transaction Services Account Coordinator serves as a vital link between Agents and internal team members within Property Marketing, ensuring that communication, expectations, deliverables, and transaction coordination are seamlessly managed throughout each project. This role balances transaction coordination with marketing project oversight and is critical in driving client satisfaction and supporting the overall success of the Brokerage Transaction Services platform. This is a hybrid position out of our Dallas office.

Job Responsibilities:

Workflow management and Asana oversight

Independently manage project workflows for all MMI-supported tasks via the MMI corporate Asana platform, including project setup, approval routing, task tracking, and deadline management.

Provide oversight of all agent marketing activities, ensuring that each project is initiated, tracked, and completed according to established standards and timelines.

Serve as the subject-matter expert on agent/team details, guiding decisions related to agent deliverables and maintaining accountability for the accuracy and integrity of all associated data and metrics.

Proactively assess client needs, identify opportunities for expanded support, and recommend service offerings that enhance agent success.

Foster strong relationships with agents and internal stakeholders, ensuring expectations are clearly communicated and deliverables are met with precision.

Investigate report and resolve agent-related escalations, collaborating closely with the Associate Director to address issues quickly and effectively. 

Transaction and pipeline coordination.

Support transaction coordination activities, including out-of-jurisdiction paperwork, escrow, representation agreements, and listing submissions (not in marketing scope).

Oversee pipeline management by creating and managing prospective client distribution folders and tracking closings to ensure seamless transaction flow. 

Qualifications:

1 – 3 years of experience in Account Coordination, Transaction Coordination, Marketing Communications, or a related field preferred.

Exceptional customer service skills, ensuring the highest level of agent satisfaction.

Demonstrated experience in using task management systems such as Asana or Jira in a professional setting.

Technical proficiency to navigate digital platforms effectively.

Self-motivated, adaptable, and able to work independently or as part of a team.

Meticulous attention to detail and a process-improvement mindset.

Ability to multitask and work in a high-volume and fast-paced environment.

Must have or will be expected to become knowledgeable about the general Commercial Real Estate industry, including terminology. 

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