Advisor, Account Management

Start Date



Dallas TX


We are currently looking for an advisor to spend time both at the corporate headquarters of a large international client in Plano, TX and our local Cresa office in Dallas, TX. The Advisor will provide best-in-class administrative, account, and project support to the account team dedicated to this national account. Additionally, this role will support the team in helping prepare client and business development materials such as market surveys, tours, active project reports, proposals, and other client-facing deliverables. To be successful in this position, this individual must take initiative, be detail-oriented, and enjoy being part of an energetic and fast-paced team.


Interested candidates should submit a resume and cover letter to using the link below. PDF’s only and under 10MB. Please, no recruiters.

Essential Duties and Responsibilities

  • Coordinate and prepare client and prospect facing materials such as market surveys and tour books
  • Collect, analyze, and report on market research data through internal and external sources
  • Support other client service activities such as proposal preparation, record maintenance, and general transaction support
  • Cross-collaborate to seamlessly manage projects and ensure clear communication with project team
  • Maintain and regularly update multiple project trackers
  • Coordinate and participate in various team/client meetings and events (virtual and in-person)
  • Proactively prepare, record, and distribute agendas and meeting minutes

Experience, Skills, and Attributes

  • 1 to 3 years of experience with a professional services organization (including any relevant internships)
  • Advanced knowledge of Microsoft Office Suite – with proven PowerPoint, Word, and Excel skills
  • Salesforce, Adobe InDesign, and Smartsheet experience is a plus but not required
  • Tech-savvy with the eagerness to learn new technology and platforms
  • Comfortable working with a fast-paced team with changing priorities
  • Independent/flexible problem-solver with the ability to adapt as the business grows/changes
  • Strong communication, interpersonal, and presentation skills to interact with various levels of management and build influential relationships with colleagues and vendors
  • Customer service focused, friendly, with a positive “can-do” attitude

Apply now

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