Client Services Operations Manager in Addison, TX at Pinnacle

Date Posted: 7/11/2018

Job Snapshot

Job Description

Location: Regional Office - Addison, TX


Under supervision, interpret and implement financial and operational concepts, portfolios, in support of the Client Services Group. May be required to have specialized functional background, such as finance/accounting, operations management or other technical skill (systems, process design, etc.) in order to understand and support department requirements.


  • Coordinate ongoing collection of National portfolios and Multifamily investments.
  • Responsible for giving consideration to usability and ensuring accuracy, consistency and quality.
  • Assist in the development and completion of periodic reports to be distributed to clients.
  • Assist with the development, implementation and collection of information required to track business activity, work efficacy, and other operating performance measurement criteria. Create templates or other data collection tools as needed.
  • Participate in the design, modification, implementation, and/or maintenance of client business plans and underwriting models. Redesign when appropriate for maximum efficiency.
  • Assess new methods and tools and provide management with updates and recommendations of changes to systems or processes.
  • Interface with all levels of the company on various projects, as needed.
  • Assist with compilation, recording and analysis of organization level data and statistics.
  • Presentation reports to various clients, supervisors and asset employees, as required.
  • Perform any other related duties as required or assigned.

Job Requirements


  • Demonstrated excellent written and verbal communication skills.
  • Must be detail oriented, and able to focus with regular or unscheduled interruptions within an office environment.
  • Intermediate to advanced proficiency in Microsoft Excel and MS Office.
  • Ability to pull and comprehend reports from Yardi.
  • Ability to work in independent situations and in team situations


  • Computer literate, including Microsoft Office Suite and/or property management software.
  • Must be detail oriented and able to focus with frequent interruptions
  • Maintains confidence and protects operations of business by keeping information confidential.
  • Bachelor’s Degree in Business Administration or other specialized functional area (management, finance, real estate, accounting, etc.) preferred.
  • Real estate organization/management operations experience preferred.


  • Up to 20% to local markets and regional meetings