Real Estate Technology and Process Analyst

JOB SUMMARY

This role offers the opportunity to work directly with the Founder of a growing commercial real estate investment and development company. The position focuses on improving business operations through workflow automation, process optimization, technology implementation, and information management.

The successful candidate will build and maintain automation systems, optimize Microsoft 365 tools, improve document management, and support real estate, marketing, financial, and strategic initiatives. The role offers significant responsibility, direct exposure to leadership, and opportunities for professional growth.

KEY RESPONSIBILITIES

Automation, Systems and Process Improvement

- Build, maintain, and optimize Microsoft Power Automate workflows.

- Manage and improve SharePoint, Microsoft Teams, OneDrive, and Microsoft 365 environments.

- Develop automated approval processes, notifications, reporting systems, and document workflows.

- Implement AI tools, Microsoft Copilot, Forms, Lists, Planner, and Power Platform solutions.

- Document business processes and create Standard Operating Procedures (SOPs).

- Identify operational bottlenecks and recommend technology-driven solutions.

- Maintain organized, accessible, secure, and scalable company data and systems.

Information and File Management

- Manage company folder structures and document organization.

- Maintain SharePoint and shared drive environments.

- Ensure property documents, project files, marketing materials, and other records are accurately labeled and updated.

- Establish documentation standards and ensure consistent compliance across systems.

Real Estate and Marketing Support

- Create property presentations, offering memorandums, flyers, brochures, and investor materials.

- Conduct market and property research.

- Maintain property databases and project information.

- Support acquisitions, leasing, development, and asset management activities.

- Assist with financial analysis and project reporting.

Founder and Strategic Support

- Collaborate directly with the Founder on strategic projects and business initiatives.

- Support special projects and operational improvements as the company grows.

- Help implement new systems, technologies, and business ideas.

- Deliver projects efficiently and accurately while taking ownership of assigned responsibilities.

REQUIRED QUALIFICATIONS

- Strong experience with Microsoft Power Automate and workflow automation.

- Experience with SharePoint, Microsoft Teams, OneDrive, and Microsoft 365.

- Six Sigma Green Belt certification.

- Excellent organizational skills and attention to detail.

- Strong technical aptitude and willingness to learn new systems.

- Excellent communication and problem-solving skills.

- Self-motivated approach with the ability to manage projects independently and take ownership of outcomes.

PREFERRED QUALIFICATIONS

- Experience with Power Apps, Power BI, Microsoft Lists, Planner, Forms, and Copilot.

- Familiarity with AI tools and business process automation.

- Experience in real estate, finance, business operations, or related fields.

- Strong Microsoft PowerPoint and Excel skills.

- Experience creating professional marketing and investor materials.

WHAT YOU WILL GAIN

- Direct access to the Founder and leadership team.

- Exposure to commercial real estate investment, development, leasing, and operations.

- Significant responsibility and ownership from an early stage.

- Opportunities to build systems that support business growth.

- Career development opportunities as the company expands.

- Broad practical experience across technology, automation, finance, and business operations.

COMPENSATION AND BENEFITS

- Competitive base salary and incentive bonus opportunities.

- Comprehensive medical, dental, vision, and life insurance.

- Accidental death and dismemberment (AD&D) insurance.

- Short-term and long-term disability coverage.

- 401(k) retirement plan with company matching contributions.

- Paid time off and company holidays.

- A high-impact position offering autonomy, responsibility, and professional growth.