Optimal

Manager

• Oversee and ensure the quality of work and efficiency of assigned property management tasks within the company
• Review attendance logs, shift reports, and daily outputs to ensure accuracy, productivity, workload balance, and smooth coordination across team members
• Act as the main point of contact for team members regarding work-related concerns and general support
• Mentor, guide, and review the work of team members when needed
• Lead the onboarding and training of new hires and internal staff
• Provide ongoing training within the department, including the development of training materials, documentation, and internal forms
• Maintain regular internal meetings (cadences) and prepare monthly productivity reports and other reports required by management
• Coordinate internal updates, write procedures, and develop templates to improve operational efficiency
• Exercise management-level responsibilities such as staffing recommendations, performance evaluations, promotions, salary recommendations, performance management, and when necessary, terminations
• Ensure adherence to company policies, risk standards, and internal controls
• Contribute to the development and enhancement of internal controls to mitigate operational risks
• Perform other related duties as assigned by management
• Record internal training sessions and create team-specific training materials as needed
• As Team Leader, set a strong example, ensure smooth team operations, support team engagement, and guide the team toward meeting internal KPIs and performance standards.

Team Leader – Property Manager

Bilingual

• Serve as the primary contact for English and Spanish-speaking tenants via phone, email, and text.
• Respond to tenant inquiries promptly and professionally.
• Maintain accurate tenant and property records.
• Update information within property management software.
• Set up new properties within property management software.
• Ensure property information is complete and accurate.
• Track lease expiration dates.
• Coordinate lease renewals.
• Receive maintenance requests from tenants.
• Coordinate with vendors and contractors.
• Assist with move-in preparation.
• Coordinate tenant onboarding documentation.
• Prepare move-out communications.
• Help ensure compliance with lease procedures.
• Monitor rent payments.
• Assist with rent collection follow-ups.
• Schedule vendors for maintenance and repairs.
• Assist with creating and scheduling content.
• Post updates on Facebook, Instagram, LinkedIn, and other social media platforms.
• Support marketing initiatives as needed.

Spanish Bilingual, Property Manager

Quantity Surveyor

• The Estimator plays a vital role within our company, responsible for preparing detailed and accurate quotations for works.
• They assess project specifications, scope, and costs, working closely with suppliers, subcontractors, and clients to gather pricing, evaluate materials, and ensure competitiveness.
• Estimators not only represent the company externally but also contribute directly to its growth by securing new business through winning quotes.
• Their work is critical to maintaining profitability, building client trust, and driving successful project delivery.
• Proactively engaging with clients to encourage quotation opportunities, ensuring consistent client interaction to secure requests for quotations and detailed tender invitations.
• Write and issue desktop quotation where possible by obtaining information to minimise costs
• Attend site visits for quote scoping
• Write and issue clear, itemised, step-by-step quotes using CRM system
• Liaise with suppliers and subcontractors to ensure cost competitiveness
• Follow up on outstanding quotes to improve conversion rates
• Schedule quotation booking in the CRM ensuring correct trade, geography, and availability
• Issue clear quote orders to engineers or supply chain with all necessary info
• Coordinate materials, access arrangements, and client communications
• Act as single point of contact for the client throughout the job lifecycle
• Conduct quality checks (photos, feedback, completion verification)
• Resolve issues proactively and escalate where necessary
• Provide job summaries and updates to clients as required
• Hit weekly and monthly KPIs: Quote turnaround and conversion rate 25%
• Participate in daily stand-ups and report performance metrics
• Continuously seek ways to improve speed, accuracy, and customer experience

Quantity Surveyor, Estimator

Project Manager

• Identify and win new clients through outbound engagement, referrals, and networking.
• Convert inbound leads into retained accounts with ongoing project pipelines.
• Build and maintain strong relationships to increase repeat business.
• Track and report on client revenue performance.
• Attend site visits or coordinate engineer attendance for quote scoping.
• Write and issue clear, itemised, step-by-step quotes using CRM system.
• Liaise with suppliers and subcontractors to ensure cost competitiveness.
• Follow up on outstanding quotes to improve conversion rates.
• Schedule jobs in the CRM ensuring correct trade, geography, and availability.
• Issue clear work orders to engineers or supply chain with all necessary info.
• Coordinate materials, access arrangements, and client communications.
• Monitor progress, track status, and ensure jobs are completed to a high standard.
• Act as single point of contact for the client throughout the job lifecycle.
• Conduct quality checks (photos, feedback, completion verification).
• Resolve issues proactively and escalate where necessary.
• Provide job summaries and updates to clients as required.
• Ensure jobs are invoiced within 24 hours of completion.
• Chase client payments and resolve billing queries.
• Track project profitability and payment cycles.
• Hit weekly and monthly KPIs: revenue, jobs booked, quote turnaround, and collections.
• Participate in daily stand-ups and report performance metrics.
• Continuously seek ways to improve speed, accuracy, and customer experience.

Client Project Manager – Refurbishment & Maintenance

• Build and maintain excellent relationships with tenants, owners, and vendors.
• Set up new properties in Client Software Platforms and keep new Property Owners informed and confident.
• Detailed tracking and management of lease renewals to ensure minimum vacancy.
• Oversee vendors, assign work, obtain approval, and ensure successful completion and billing.
• Coordinate tenant move-in, rent collection, posting of late notices and other notices, lease enforcement, and tenant move-out.
• Assist in creating and posting content on Facebook, Instagram, LinkedIn, and other social media platforms.
• May be asked to help with different aspects of the business as needed, which may include refining new processes, and brainstorming solutions.

Virtual Property Manager, Real Estate VA

Account Executive

• Oversee the full enterprise sales cycle with a strategic mindset - from identifying key market opportunities to closing out long-term engagements.
• Drive new business acquisition by securing high-value accounts and establishing a refined, repeatable framework for regional success.
• Lead the regional team to help support and expand the book of business.
• Lead multi-threaded engagements with long-term horizons, ensuring all internal and external stakeholders remain aligned throughout the journey.
• Facilitate high-level negotiations regarding pricing and contract terms, ensuring a seamless bridge between customer needs and our legal/security requirements.
• Maintain high standards of CRM hygiene to ensure data-driven decision-making and accurate regional forecasting.
• Serve as a key internal advisor, providing market feedback to help shape our future product roadmap and regional business development.
• Build deep, trusted relationships with C-level executives and senior stakeholders, acting as a strategic consultant across diverse business functions.

Team Leader – Property Manager

Spanish Bilingual, Property Manager

Quantity Surveyor, Estimator

Client Project Manager – Refurbishment & Maintenance

Virtual Property Manager, Real Estate VA

Enterprise Account Executive