Operations Coordinator - Brokerage; OH, MN, MO, PA, CO, UT, AZ

Business Operations Coordinator

The Business Operations Coordinator plays a critical role in supporting brokerage leadership and supporting effective execution of strategic initiatives, operational processes, and day-to-day business needs. This role operates as a central point of coordination across local offices, regional leadership teams and sales enablement balancing hands-on operational support with project execution and change management. The position requires strong business acumen, attention to detail, and the ability to manage high-touch, in-market activities supporting brokerage operations.

Candidates must be based in (or willing to work from) one of the following markets with regular in-office presence:
Cincinnati, OH;
Columbus, OH;
Pittsburgh, PA;
Minneapolis, MN;
St. Louis, MO;
Denver, CO;
Salt Lake City, UT; or Phoenix or Tucson, AZ

Our process includes a Hire Vue assessment for all applicants for this requisition. Our recruiting team reviews each submission, and selected candidates will have the chance to meet with a member of the team.

Business Operations & Execution Support

• Support office transitions (e.g., main office to satellite model), including:
• Transferring active transactions across offices and systems
• Reassigning agent affiliations and updating brokerage records
• Auditing and updating systems, and marketing profiles tied to office changes
• Coordinate end-to-end logistics for office relocations, closures, and updates, including managing timelines, coordinating with facilities and vendors, overseeing equipment and signage changes, supporting agent and staff workspace transitions, and resolving day-of issues to ensure minimal business disruption
• Serve as a subject matter expert (SME) and provide hands-on, in-market support for brokerage platform and tools, including:
• Testing workflows during system rollouts
• Troubleshooting day-to-day issues for agents and managers (e.g., missing transactions, system errors)
• Providing retraining and support to drive adoption
• Manage data and form transitions, ensuring accuracy of system inputs, templates, and reporting outputs
• Build and maintain project trackers to support initiative execution (agent moves, recruiting efforts, office changes)

Communications & Change Management Support

• Coordinate with cross functional teams including Marketing, Finance, HR, Tech, and Facilities to align timing, messaging, and dependencies related to multi-step changes occurring in the region (i.e. office/talent movement, initiative rollouts, etc.)
• Assist in sequencing communications so the field receives one consistent, logical story

Leadership Support, Events & Programs

• Coordinate and execute local events, meetings, and leadership sessions, including:
• Managing invitations, attendance tracking, and logistics
• Acting as point person for day-of event coordination and issue resolution
• Support leadership development and agent engagement programs by:
• Scheduling sessions and coordinating participants
• Preparing materials and packaging training resources
• Support top agent coaching programs through scheduling and reporting, including:
• Tracking participation and attendance
• Preparing performance metrics and summaries

Operational Administration & Compliance

• Manage E&O process specific to Denver market, including:
• Verifying agent compliance and payment status
• Coordinating vendor payments where applicable
• Maintaining and distributing Certificates of Insurance (COIs)
• Support local and regional programs, including:
• Managing scholarship programs (application tracking, committee coordination, award processing)
• Administering agent recognition programs (monthly award calculations, ordering and distribution of awards)
• Manage TARP contracts and payments including tracking approvals and payment timelines (opportunity to move to VA over time)
• Support local administration of office systems and third-party vendors (e.g., Brivo, Konica) across metros

Leadership Onboarding & Development Support

• Coordinate onboarding for new branch managers, sales managers, and regional leaders, including:
• Provisioning system access
• Submitting and tracking IT requests and resolving access issues
• Ensuring leaders are integrated into key meetings…