Codex Owner Jobs in Usa

Regional Director (South East)

G.J. Gardner Homes – San Antonio, TX

Are you an operations-focused leader with a background in homebuilding? Do you enjoy coaching small business owners to help them streamline their processes and grow their profits?

G.J. Gardner Homes is looking for a Regional Director to join our team in San Antonio. This is a pivotal role focused on the day-to-day success of our Franchise Owners. You will be their primary point of contact—part business coach, part operations expert, and part brand advocate.

Your goal is simple: help our Franchise Owners use the "G.J. Way" systems to build better businesses and deliver high-quality homes.

The Role: Supporting Our Franchise Owners

As Regional Director, you will manage the relationship between the Franchisor and our local offices. This isn't a "behind-the-desk" corporate role; it’s a hands-on position where you’ll dive into the details of business planning, financial health, and construction milestones.

Key Responsibilities

• Business Coaching: Work one-on-one with Franchise Owners to develop annual business plans and set realistic targets for sales, starts, and completions.
• Financial Oversight: Regularly review KPI data (GP per job, overheads, and build times) to identify areas for improvement and ensure long-term profitability for Franchise Owners.
• Operational Support: Help owners manage their teams, specifically assisting in the recruitment and training of New Homes Consultants.
• Compliance & Quality: Visit offices to ensure Franchise Owners are following G.J. Gardner systems, meeting model home requirements, and adhering to legal and safety standards.
• Network Connection: Act as the bridge between the San Antonio office and our Franchise Owners in the field, sharing best practices and resolving roadblocks as they arise.

Who You Are

We are looking for someone with a solid foundation in the construction industry who understands the "nuts and bolts" of running a successful building business.

• Experience: At least 5 years of experience working with small businesses or within the residential construction/homebuilding sector.
• Homebuilding Knowledge: You understand construction schedules, gross margins, and the challenges local builders face.
• Communication: You are a natural "people person" who can deliver feedback firmly but with empathy to Franchise Owners.
• Organized & Self-Driven: You’re comfortable managing your own schedule and keeping detailed records of communication and site visits.
• Values: You align with our core beliefs: Act with Integrity, Practice Empathy, Strive to be Better, and Succeed through Collaboration.

Location, Travel & Compensation

• Base: This is an in-office role based at our San Antonio, TX headquarters.
• Travel: You will spend time in the field with our Franchise Owners. Estimated travel is 25% – 30% (covering Texas and parts of the SE Coast).
• Salary: USD $90,000 – $100,000 (Base) plus performance-based incentives.

Why Join G.J. Gardner Homes?

This is a stable, rewarding role where you can see the direct impact of your work on the success of local entrepreneurs. You’ll be part of one of the world's largest building franchise networks with operations in the US, Australia and New Zealand within a small and highly supportive team.

Apply today!

About the Company

IronRoad is conducting a confidential search for an experienced Senior Commercial Property Manager for our Cincinnati/Dayton Ohio Client.

About the Role

(MUST HAVE COMMERCIAL PROPERTY MANAGEMENT EXPERIENCE TO BE CONSIDERED FOR THE POSITION) The Sr. Commercial Property Manager we are looking for will be responsible for total day to day planning, supervision, and scheduling of property management functions for an assigned portfolio of property investment Portfolio and 3rd Party assignments to achieve owners' investment goals and objectives, and to provide high level of customer service to clients. A strong Sr. Property Manager will be a motivated self-starter who can work independently to meet all deadlines as required. They will be detail oriented and use good judgment skills in overseeing the day-to-day operations. They will have working knowledge of office processes, computer software, and electronic communications tools to include, Microsoft office, Word, Excel & PowerPoint. A successful Sr. Property Manager will have developed written and verbal communication skills, proven interpersonal skills with experience providing administrative support in a high-profile environment with tact and diplomacy all while maintaining standards of professionalism for the organization in the areas of confidentiality, teamwork, timely and effective communications, enforcement of company policies, and standards of customer service. We are looking for someone who brings a great vibe to our client's team.

Responsibilities

• Regular attendance is required during normal working hours. Work beyond 40 hours per week may be required on occasion.

Qualifications

• 5 + years of experience in Commercial Property Management
• Real Estate License
• CPM, RPA preferred
• Must be customer service oriented with excellent interpersonal skills and problem-solving abilities
• Must have proven management administrative skills
• Must be able to organize and plan and to multi-task
• Must be proficient in Microsoft Word, Excel, PowerPoint, and Outlook
• Excellent written and verbal communication skills
• Must be able to compose business letters, prepare reports, and assemble presentations from beginning to end
• Must be able to handle a great deal of confidentiality
• Position requires valid driver's license to travel to properties, meet with clients and vendors

Required Skills

• Client Service:
• Serve as primary client communication contact for any building issues or for problems between clients.
• Promptly respond to requests from clients for service or information with the goal of helping them in the shortest possible time.
• Anticipate and solve client concerns involving maintenance and service of the buildings.
• Develop and implement client retention programs, including planning and coordination of client appreciation events as approved by Owner.
• Communicate regularly with clients by newsletter or other correspondence to let them know about upcoming events, construction projects, new neighbors, etc.
• Follow up on progress of service requests from Clients to assure they are satisfied with Services' maintenance and contracted services.
• Proactively on a routine basis visit each client to give a "personal touch", and to aid the development of a trusting business relationship.
• All associates are required to monitor, track, and summarize time spent on projects and assignments to measure account profitability.
• Financial and Reporting Services:
• Prepare annual operating expense budgets for each portfolio property.
• Create non-recurring expense projections annually - making recommendations to Owner for long range capital budgeting.
• Prepare variance reports monthly or quarterly for Owners/Asset Managers, as required.
• Calculate and provide information annually or quarterly (as needed) for CAM billings to Accounting as required by certain building leases or condo management agreements.
• Invoice clients for services, as required by the lease.
• Revise budget as necessary during the year.
• Maintain communications contact with Owner representatives - keep Owners well informed on matters affecting the properties.
• Code and approve operating expense invoices for payment.
• Interface with the Asset Management on new properties and properties being refinanced providing financial or physical property information, as needed.
• Prepare "Year to Year" variances as required by Owner.
• Prepare 3rd party monthly accrual reports and variance reports plus any other reports deemed necessary by the Owner.
• Plan and coordinate Annual Association Meetings with unit owners or park association landowners.
• Quality Control:
• Regular inspection and evaluation of building interior and exterior finishes, cleaning, doors, locks and windows, HVAC systems, building mechanical systems, roofs, pavement, landscaping as well as janitorial, security and trash services.
• Identify emergency, safety, and urgent repairs, solicit bids, and recommend action to Owner.
• Coordination, negotiation, contracting and supervision and quality control of all outside service providers for janitorial, landscape care, snow removal, electrical, plumbing, heating and air conditioning repair and maintenance, parking lot repair and maintenance, carpenters, window washers, roofers, etc.
• Create bid specifications for repair or regular maintenance work.
• Create and administer Inspection and Testing Schedules for Preventative Maintenance of building systems.
• Assist leasing; back up agent to show space to prospects as needed; develop renewal/expansion leads and communicate such.
• Conduct property tours as required with lenders, insurance companies, owners, and investors.
• Supervise minor building renovation or improvement work.
• Communicate with tenant fit-up team to coordinate construction activities in assigned portfolio.
• Maintain 24 hour / 7-day availability for property emergencies.

Physical Demands and Work Environment

• The physical demands and work environment characteristics described here are representative of those that must be met by a team member to successfully perform the essential functions of this job.
• Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

Pay range and compensation package

Full-Time - $65,000.00 - $90,000.00 + Annual Bonus + Medical/Dental/Vision/401k

Compensation is based on skill & experience and determined with the hiring manager

Equal Opportunity Statement

IronRoad

The Role

The Senior Project Manager (Mission Critical) is responsible for all project administration including all contractual requirements, agreements with trade partners, purchase orders, and risk management. This individual also manages general work performance and quality, and overall team progress against the project plan.

Budget Updates:

• Produce thorough forecast of Cost-to-Complete which drills down to identify potential exposures
• Coordinate the use of Oracle with Expedition to readily identify exposures
• Require the project team to track costs of field directives and back charges for forecasting purposes
• Create detailed analysis of line-item exposures, particularly unit price contracts
• Follow the Forecasting Calendar for on-time completion of forecasts
• Teach the Standard Operating Procedures for budget updating to others

Change Order Management:

• Require the project team to fully utilize Expedition to track all Proposed Change Order (PCO) items including in-scope and out-of-scope
• Provide the Owner with up-to-date status reports relating to Changes
• Require the project team to produce a monthly Owner Change Order (OCO) to prevent aging of PCO issues which further allows for timely closure of Changes with Subcontractors
• Work to recover all legitimate GC costs relating to Owner Changes
• Track the status of all Contract Allowances in Expedition and submits Change Order Requests (COR) when an over-run is likely
• Require the project team to track all field directives and back charges in Expedition for timely processing on a monthly basis, i.e. composite clean-up, hoisting time, etc.

Project Close Out:

• Establish an effective Close-out Plan early in the project which includes the early collection, review, and packaging of Contract close-out documents
• Implement the use of the Noncompliance Reporting System
• Require the team to utilize the Work list System to organize and manage the completion of phases of the work
• Utilize the Completion-Compliance-Quality Form (CCQ) process for close-out
• Teach close out process to other SCCI employees

Owner/Sub Requisition Process:

• Require the project team to have the completed pay requisitions approved by the Owner no later than the 1st of each month
• Produce an effective Schedule of Values
• Establish a regimented process for the collection of payments no later than 30 days and subsequent efficient system for the payment to Subcontractors
• Review the Hold Reports before payment is due to allow for timely handling of deficiency issues and payment to Subcontractors/Vendors

Cash Management:

• Consistently manage the cash flow of the Project to maintain a fiscally responsible position for SCCI
• Produce an effective Schedule of Values which supports a strong cash flow position
• Review each Subcontractors initial Schedule of Values to prevent overpayment
• Review Sub/Vendor requisitions to prevent payment of unsigned or unfunded Change Orders
• Produce and update the cash model for the Owner to prevent surprises
• Produce an accurate percent complete projection to support the SCCI financial management process

Meeting Management:

• Establishes a meeting regiment for the Project Team which provides for effective communication and problem solving
• Follow the SOP for focused meetings such as PM/PE, OAC's, subcontractor meetings, coordination meetings, Precon Sessions, etc.
• Manage all meetings by agenda and work to time limits

Contract Logs:

• Require the Project Team to assemble and maintain the Project Logs (Cash Management, Change Management, Noncompliance, Buy-Schedule, Contracts, Procurement, Submittals, RFI's, Safety, Hold Reports, Construction Schedule, Work lists) and periodically review for accuracy
• Conduct focus meetings once per month to review the maintenance of those logs and drills down to identify potential exposures and issues

Subcontractor Relationships:

• Establish a "Firm but Fair" approach to building relationships with Subcontractors
• Promote an environment of organization and professionalism with Subcontractors
• Address issues immediately with a non-performing Subcontractor to protect SCCI from resulting delay and potential impact

Exhibit B Purchasing Process:

• Work with the Project Team, including Superintendents and Estimators, to consistently produce clear, thorough, and accurate Scopes of Work based on drilled down review of documents
• Organize and administer a well-planned purchasing process to prevent the "Just in time" purchase of materials
• Understand the priority of timely buy-out and gather the resources to meet the buy schedule

Schedule Management:

• Provide leadership with the Superintendent to produce a clear, thorough, and accurate baseline Contract Schedule which rarely requires changes to the original logic
• Track events, impacts, and changes in the schedule to allow for the management and prevention of delays
• Lead the Project Team to focus on critical path matters to prevent non-excusable delays
• Manage and distribute organized and efficient Monthly Updating Process in accordance with the SCCI SOP
• Provide the Owner with written monthly updates of the Contract Schedule in accordance with the requirements of the Contract
• Take decisive action with subcontractors that are impacting the schedule
• Produce buy-out and procurement schedule and assist with writing monthly schedule narrative in conjunction with the Scheduling team

Risk Management:

• Complete the buy-out process in a manner which permits the timely flow of work, prevents budget issues, contract executions, bonds, insurance, etc.
• Write timely notices to Owner and Subcontractors
• Secure CCD authorizations before proceeding with Changes
• Take immediate action when a non-performing Subcontractor is likely to cause impact to the Project
• Work to complete the submittal and coordination process no later than 180 days
• Teaches a risk management regiment to others on the project team

Owner Relationship:

• Work to establish a trusting and professional relationship with the Owner
• Focus on keeping the Owner well informed of important matters to prevent surprises
• Work to secure a strong letter of recommendation from the Owner for SCCI

Quality Management:

• Provide leadership in the utilization of the Quality Management Program on the project, which outlines quality expectations
• Participate with the project team to institute the use of First Delivery and Quality Benchmark Inspections as the work progresses
• Implement the use of the Nonconformance Reporting System to track and manage deficiencies in the work
• Require the use of mock-ups to establish the quality expectations as defined in the Quality Management Program

Team Leadership:

• Strive to create synergy and a teamwork atmosphere on the project
• Lead by example by establishing the work ethic guidelines for the entire team and therefore establishes the boundaries and expectations
• Organize periodic team events and training sessions to advance the SCCI strategy of "Train & Develop Our People
• Act immediately when personal conflicts emerge among the team

Mentoring/Training:

• Oversee career and educational development of team personnel
• Require the adherence of standard operation procedures and actively teach each process

Qualifications

• Bachelor’s degree in applicable discipline and a minimum of 10 years of experience relative to project size and scope
• Excellent business judgment demonstrated by consistently achieving profitability objectives and strong project close-outs with client and subcontractor relationships in good standing
• Excellent organizational skills and attention to detail evidenced by a strong command of all applicable contract and legal provisions
• Ability to consistently analyze and execute financial trade-offs which frequently involve dealing with incomplete data and ambiguity
• Ability to constantly multi-task and handle competing priorities between Suffolk business needs, organizational issues, and sound customer relations
• Possess judgment to know when to appropriately escalate issues up the chain of command
• The ability to manage and embrace change. Respond and adapt to new processes and new ways of looking at old problems
• A strong sense of urgency and initiative. Able to quickly study and react to complex issues
• Excellent problem-solving skills and the ability to confidently and decisively take action
• Team leader with excellent diplomatic and communication skills, able to handle and resolve conflicts effectively in a firm but fair manner
• Candidate must possess Suffolk’s Core Values: Passion, Integrity, Hard Work, Professionalism, and Caring

Working Conditions

While performing the duties of this job, the employee is regularly required to sit for long periods of time; talk or hear; perform fine motor, hand and finger skills in the use of a keyboard, telephone, or writing. The employee is frequently required to stand; walk; and reach with arms and/or hands. Specific vision abilities include close vision, distance vision, depth perception and the ability to adjust focus. The employee will spend their time in an office environment with a quiet to moderate noise level. Job site walking.

EEO Statement

Suffolk provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, pregnancy or maternity, national origin, citizenship, genetic information, disability, protected veteran, gender identity, age or any other status protected by law. This policy applies to recruiting, hiring, transfers, promotions, terminations, compensation, benefits, and all other terms and conditions of employment. Suffolk will not tolerate any unlawful discrimination toward, or harassment of, applicants or employees by anyone at Suffolk, or anyone working on behalf of Suffolk.

Suffolk is a national enterprise that builds, innovates, and invests. We provide value across the entire project lifecycle through our core construction management services and complementary business lines in real estate investment, design, self-perform construction, and technology start-up investment (Suffolk Technologies). By integrating data, artificial intelligence, and advanced technology through our Seamless Platform, we connect design, construction, and operations to deliver smarter, more predictable results and redefine how America builds.

Suffolk – America’s Contractor – is a national company with more than $8 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. Suffolk manages some of the most complex and transformative projects in the country, serving clients across healthcare, life sciences, education, gaming, aviation, transportation, government, mission critical, and commercial sectors. Suffolk is privately held and is led by founder, chairman and CEO John Fish. Suffolk is ranked #8 on ENR’s list of “Top CM-at-Risk Contractors.” For more information, visit and follow Suffolk on Facebook, Twitter, LinkedIn, YouTube, and Instagram.

The Role:

The Senior Project Manager is responsible for all project administration including all contractual requirements, agreements with trade partners, purchase orders, and risk management. This individual also manages general work performance and quality, and overall team progress against the project plan.

Responsibilities:

Budget Updates:

• Produce thorough forecast of Cost-to-Complete which drills down to identify potential exposures
• Coordinate the use of Oracle with Expedition to readily identify exposures
• Require the project team to track costs of field directives and back charges for forecasting purposes
• Create detailed analysis of line-item exposures, particularly unit price contracts
• Follow the Forecasting Calendar for on-time completion of forecasts
• Teach the Standard Operating Procedures for budget updating to others

Change Order Management:

• Require the project team to fully utilize Expedition to track all Proposed Change Order (PCO) items including in-scope and out-of-scope
• Provide the Owner with up-to-date status reports relating to Changes
• Require the project team to produce a monthly Owner Change Order (OCO) to prevent aging of PCO issues which further allows for timely closure of Changes with Subcontractors
• Work to recover all legitimate GC costs relating to Owner Changes
• Track the status of all Contract Allowances in Expedition and submits Change Order Requests (COR) when an over-run is likely
• Require the project team to track all field directives and back charges in Expedition for timely processing on a monthly basis, i.e. composite clean-up, hoisting time, etc.

Project Close Out:

• Establish an effective Close-out Plan early in the project which includes the early collection, review, and packaging of Contract close-out documents
• Implement the use of the Noncompliance Reporting System
• Require the team to utilize the Work list System to organize and manage the completion of phases of the work
• Utilize the Completion-Compliance-Quality Form (CCQ) process for close-out
• Teach close out process to other SCCI employees

Owner/Sub Requisition Process:

• Require the project team to have the completed pay requisitions approved by the Owner no later than the 1st of each month
• Produce an effective Schedule of Values
• Establish a regimented process for the collection of payments no later than 30 days and subsequent efficient system for the payment to Subcontractors
• Review the Hold Reports before payment is due to allow for timely handling of deficiency issues and payment to Subcontractors/Vendors

Cash Management:

• Consistently manage the cash flow of the Project to maintain a fiscally responsible position for SCCI
• Produce an effective Schedule of Values which supports a strong cash flow position
• Review each Subcontractors initial Schedule of Values to prevent overpayment
• Review Sub/Vendor requisitions to prevent payment of unsigned or unfunded Change Orders
• Produce and update the cash model for the Owner to prevent surprises
• Produce an accurate percent complete projection to support the SCCI financial management process

Meeting Management:

• Establishes a meeting regiment for the Project Team which provides for effective communication and problem solving
• Follow the SOP for focused meetings such as PM/PE, OAC's, subcontractor meetings, coordination meetings, Precon Sessions, etc.
• Manage all meetings by agenda and work to time limits

Contract Logs:

• Require the Project Team to assemble and maintain the Project Logs (Cash Management, Change Management, Noncompliance, Buy-Schedule, Contracts, Procurement, Submittals, RFI's, Safety, Hold Reports, Construction Schedule, Work lists) and periodically review for accuracy
• Conduct focus meetings once per month to review the maintenance of those logs and drills down to identify potential exposures and issues

Subcontractor Relationships:

• Establish a "Firm but Fair" approach to building relationships with Subcontractors
• Promote an environment of organization and professionalism with Subcontractors
• Address issues immediately with a non-performing Subcontractor to protect SCCI from resulting delay and potential impact

Exhibit B Purchasing Process:

• Work with the Project Team, including Superintendents and Estimators, to consistently produce clear, thorough, and accurate Scopes of Work based on drilled down review of documents
• Organize and administer a well-planned purchasing process to prevent the "Just in time" purchase of materials
• Understand the priority of timely buy-out and gather the resources to meet the buy schedule

Schedule Management:

• Provide leadership with the Superintendent to produce a clear, thorough, and accurate baseline Contract Schedule which rarely requires changes to the original logic
• Track events, impacts, and changes in the schedule to allow for the management and prevention of delays
• Lead the Project Team to focus on critical path matters to prevent non-excusable delays
• Manage and distribute organized and efficient Monthly Updating Process in accordance with the SCCI SOP
• Provide the Owner with written monthly updates of the Contract Schedule in accordance with the requirements of the Contract

Risk Management:

• Complete the buy-out process in a manner which permits the timely flow of work, prevents budget issues, contract executions, bonds, insurance, etc.
• Write timely notices to Owner and Subcontractors
• Secure CCD authorizations before proceeding with Changes
• Take immediate action when a non-performing Subcontractor is likely to cause impact to the Project
• Work to complete the submittal and coordination process no later than 180 days
• Teaches a risk management regiment to others on the project team

Owner Relationship:

• Work to establish a trusting and professional relationship with the Owner
• Focus on keeping the Owner well informed of important matters to prevent surprises
• Work to secure a strong letter of recommendation from the Owner for SCCI

Qualifications:

• Bachelor’s degree in applicable discipline and a minimum of 10 years of experience relative to project size and scope
• Excellent business judgment demonstrated by consistently achieving profitability objectives and strong project close-outs with client and subcontractor relationships in good standing
• Excellent organizational skills and attention to detail evidenced by a strong command of all applicable contract and legal provisions
• Ability to consistently analyze and execute financial trade-offs which frequently involve dealing with incomplete data and ambiguity
• Ability to constantly multi-task and handle competing priorities between Suffolk business needs, organizational issues, and sound customer relations
• Possess judgment to know when to appropriately escalate issues up the chain of command
• The ability to manage and embrace change. Respond and adapt to new processes and new ways of looking at old problems
• A strong sense of urgency and initiative. Able to quickly study and react to complex issues
• Excellent problem-solving skills and the ability to confidently and decisively take action
• Team leader with excellent diplomatic and communication skills, able to handle and resolve conflicts effectively in a firm but fair manner
• Candidate must possess Suffolk’s Core Values: Passion, Integrity, Hard Work, Professionalism, and Caring

While performing the duties of this job, the employee is regularly required to sit for long periods of time; talk or hear; perform fine motor, hand and finger skills in the use of a keyboard, telephone, or writing. The employee is frequently required to stands; walk; and reach with arms and/or hands. Specific vision abilities include close vision, distance vision, depth perception and the ability to adjust focus. The employee will spend their time in an office environment with a quiet to moderate noise level. Job site walking.

Suffolk provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, pregnancy or maternity, national origin, citizenship, genetic information, disability, protected veteran, gender identity, age or any other status protected by law. This policy applies to recruiting, hiring, transfers, promotions, terminations, compensation, benefits, and all other terms and conditions of employment. Suffolk will not tolerate any unlawful discrimination toward, or harassment of, applicants or employees by anyone at Suffolk, or anyone working on behalf of Suffolk.

The Aspen Group (TAG) is one of the largest and most trusted retail healthcare business support organizations in the U.S. and has supported over 20,000 healthcare professionals and team members at more than 1,300 health and wellness offices across 48 states in four distinct categories: dental care, urgent care, medical aesthetics, and animal health. Working in partnership with independent practice owners and clinicians, the team is united by a single purpose: to prove that healthcare can be better and smarter for everyone. TAG provides a comprehensive suite of centralized business support services that power the impact of five consumer-facing businesses: Aspen Dental, ClearChoice Dental Implant Centers, WellNow Urgent Care, Chapter Aesthetic Studio, and Lovet Pet Health Care. Each brand has access to a deep community of experts, tools and resources to grow their practices, and an unwavering commitment to delivering high-quality consumer healthcare experiences at scale.

As a reflection of our current needs and planned growth we are seeking an individual to join our organization as a Business Development Analyst supporting the Aspen Dental brand. This challenging position will provide support to one of the most dynamic segments of our company; our Practice Ownership Program (POP). The Business Development Analyst will facilitate Owner financing with 3rd Party lenders, work with Finance during month-end close regarding Practice Ownership Program economics and accounting. This position will also involve providing ongoing support for the Practice Owners via financial and ad-hoc analysis, as well as deal and financing support.

Responsibilities:

With appropriate guidance this role will be accountable for the following:

• Facilitate Owner financing with 3rd Party lenders
• Support month-end close process for Owners in partnership with Finance team
• Assist in monthly Profit and Loss statement reviews with prospective Owners and existing Owners.
• Prepare ad-hoc analysis and manage TAG support and follow-up (ongoing practice requests)
• Assist, track, and follow up with internal stakeholders and Owners in the transactions from start to completion
• Prepare and present presentations with Executive Management team on Practice Owner growth
• Data Analysis and recommendations on system and process improvements

Minimum Education and Experience:

The person selected for this new and exciting opportunity will possess a Bachelor’s in Business Administration. While a few years of experience in a finance or business analyst role will be helpful, even more essential is a desire to succeed. You will need to be a highly effective communicator as you will interact with Senior Management and High Net Worth individuals. The ability to build strong business relationships in a multicultural environment is essential. This role will utilize spreadsheets extensively and an understanding of P&L’s and other financial statements will be needed. You should be skilled in the use of Microsoft Office, Financial Reporting Tools, and presentation software.

In summary, if you are a driven individual willing to provide all the skill and energy required to meet the demands of a growing sales and business development team then we would welcome hearing from you.

Annual Pay Range: $75-90k

A generous benefits package that includes paid time off, health, dental, vision, and 401(k) savings plan with match

About Waltbillig & Hood General Contractors

Waltbillig & Hood General Contractors is a full-service General Contracting and Construction Management firm based in Naples, FL. Founded in 2016, Waltbillig & Hood has earned a reputation as one of Southwest Florida’s leading general contractors. With over 40 years in the SWFL area, W&H specializes in various healthcare and commercial projects ranging from medical offices and hospitals to multi-family construction, storage facilities, automotive dealerships, retail, office, and industrial facilities.

If you want to work with a team of professionals who are out to deliver the best results possible for you and everyone involved, Waltbillig & Hood could be your home for a long-lasting and rewarding career in the Southwest Florida construction industry. We offer a very competitive salary and an extensive benefit package.

The basic functions of the WHGC Project Manager include, but not limited to:

• Provide the leadership and direction necessary to sustain the company’s growth within the framework of the company’s Employee Handbook, Policies and Procedures, and Core Values.
• Maintain great Owner/Client business relations.
• Knowledge and ability to develop and implement technical business components regarding project schedules, workmanship, anticipated costs, and financial reports.
• Review all subcontractor and vendor costs for accuracy to ensure WHGC is managing all activities in the most cost-effective manner to maximize the overall profitability of the company.

Ability to effectively produce and manage all project controls including, but not limited to, the following for each assigned project:

• Overall Project Schedule (OPS) Ability to create and effectively communicate the OPS in the timeline that meets the occupancy objectives of the Owner as well as requirements of the Owner and Contractor Agreement (Contract).
• Purchase Order/Change Order Log (Subcontractor): Ability to maintain an accurate and updated account of all current and potential Change Orders on a bi-weekly basis.
• Submittal and Material Procurement: Ability to oversee the development and maintenance of the Material Status Log to meet project specific requirements and ensure delivery of all specified building components before respective start date(s) as indicated on the Overall Project Schedule.
• Proposed Change Orders and Change Request (Owner): Ability to effectively represent and/or assist WHGC in Owner/Architect/ Contractor (OAC) Meeting(s) and receive prompt signature approval for each change in scope of work monthly.
• Ability to effectively communicate and collaborate with Owner/ Architect/Engineers regarding all project specific inquiries, issues, statuses for each assigned project.
• Knowledgeable and understanding of Owner and Subcontractors contracts.
• Ability to work together with the project Superintendents and Project Managers (if necessary) and render the objectives of WHGC.
• Demonstrate ability and knowledge to perform the role as Project Manager. This requires knowledge and daily implementation of exceptional construction industry principles and practices, business management, and a foresight for resolving problematic circumstances, issues, events, etc.
• Ability to frequently compile and communicate critical information in written format through issuance of formal letter(s). Must have the ability to compose well-articulated letter(s) documenting intended purpose and intended results.
• Ability to frequently analyze and compile information for purpose of composing presentations, both in oral and/or written format, to various audiences such as Owners, Architects, Engineers, and/or WHGC personnel.
• Proficient in use of trade specific software and in personal computer applications including Microsoft Office, Windows, Procore, MS Project, etc.
• Skilled in identifying and reacting “with resolution” to unacceptable workmanship, quality, or products.
• Maintain monthly project cost reporting per company procedures.
• Ability to make timely judgments at a high level, and render good decisions.
• Ability to enforce the requirements of the company policies and procedures.
• Knowledge and ability to interpret building codes and ordinances.
• Must have good communication skills that will enable response to common inquiries or complaints from customers and/or others as well as ability to effectively present information to superiors.
• Must have the knowledge and ability to control costs within his/her responsibility area within a given project.

Job Type: Full-time

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Referral program
• Vision insurance

Experience:

• Project Management in Construction: 3 years (Preferred)
• Work Location: In person

OPERATIONS MANAGER – SYSTEMS, WORKFLOWS & AI ENABLEMENT

The Owner/Principal Attorney is a visionary, strategist, and innovator. Growth is now constrained by operational bandwidth, workflow consistency, and the absence of a single person fully owning execution across all practice areas.

Why This Role Matters

The Operations Manager exists to bring structure, follow-through, and operational discipline to the firm—turning vision into systems, and systems into results. This role is for someone who takes pride in doing things the right way—and isn’t satisfied until they are done right.

At Safe Harbor Wills & Trusts, growth means building systems that allow good people to do excellent work consistently, without cutting corners.

As Operations Manager, your work will directly shape how the firm operates, how it scales, and how clients are served over the long term. You’ll partner closely with an owner who values structure, respects operational leadership, and gives you the authority to implement systems that last.

If you’re motivated by clarity, accountability, and the satisfaction of building something durable and well-run, this role offers the opportunity to make a meaningful, lasting impact.

CORE MISSION

• Turn vision into systems.
• Turn systems into habits.
• Turn habits into measurable time savings, consistent outcomes, and predictable growth.

Compensation - COMPENSATION & GROWTH   $67,500 – $75,000 base salary, DOE Bonus eligibility tied to firm growth and improved margins, 401(k) with employer matching, Life insurance, Paid vacation after ninety (90) days, clear path to Director of Operations as the firm grows

$67,500 – $75,000 base salary DOE - Bonus eligibility

SCOPE OF RESPONSIBILITY

This is a firm-wide role covering all practice areas, including:

• Estate Planning
• Medicaid Planning
• Probate & Trust Administration
• Special Needs Planning
• Client C.A.R.E. program (Client Maintenance & Continuity Program)

ABOUT THE C.A.R.E. PROGRAM

Safe Harbor’s C.A.R.E. program is the firm’s ongoing client service and maintenance program, designed to provide structured follow-up, updates, and long-term support after initial legal planning is completed.

The C.A.R.E. program supports consistent client engagement, document upkeep, funding alignment, and referral continuity across all practice areas.

From an operations standpoint, the C.A.R.E. program functions as a recurring, system-driven component of the client lifecycle, requiring disciplined workflows, tracking, automation, and accountability to operate effectively at scale.

The Operations Manager does not sell the C.A.R.E. program directly, but is responsible for ensuring it runs consistently, securely, and predictably as part of the firm’s overall service model, enhancing client satisfaction, renewal rates, and referral rates.

PRIMARY RESPONSIBILITIES

Customer Journey & Workflow Ownership

• Own and maintain a unified Customer Journey Map (current and future state).
• Ensure workflows align with a consistent client experience across all practice areas.
• Eliminate ambiguity, rework, and handoff failures.
• Support the design, implementation, and oversight of a tiered drafting and production model, including appropriate use of offshore or third-party resources, while maintaining quality control, data security, confidentiality, and attorney review standards.

Operations, Accountability & KPIs

• Build, document, and enforce Standard Operating Procedures (SOPs).
• Maintain role clarity and accountability across teams.
• Implement and monitor KPIs tied to file velocity, error rates, C.A.R.E. program metrics, and documented time saved.
• Run weekly operational check-ins and monthly KPI reviews.

 AI-Enabled Systems & Automation

• Design and deploy AI-assisted operational tools (e.g., call summaries, workflow reviews, C.A.R.E. follow-ups, internal training).
• Automate workflows within Clio, DecisionVault, ElderDocs, and related systems.
• Measure success by real, documented time savings and error reduction—not experimentation.

Workflow Automation & Systems Integration

• Design, implement, and maintain reliable workflow automations that connect the firm’s core systems.
• Integrate practice management, intake, drafting, communication, and AI tools.
• Use automation platforms such as Zapier, Make (Integromat), Microsoft Power Automate, or comparable tools.
• Build automations with appropriate error handling, access controls, documentation, and change management.
• Ensure automations are secure, production-ready, and governed—not ad hoc or experimental.

AI Governance & Policy Authority

• Draft, implement, and enforce firm-wide AI use policies.
• Approve, modify, or shut down AI tools as necessary.
• Train staff and monitor compliance with AI and automation standards.

 Technology & Systems Stewardship

• Ensure technology supports workflows—not the other way around.
• Standardize file structures, task triggers, and system usage.
• Prevent shadow systems and inconsistent practices.
• Maintain awareness of confidentiality, data security, and vendor risk.

POD & Leadership Sequencing

•  Support leadership development only after workflows, systems, and KPIs are stable.
• Advise on readiness for leadership roles and delay when necessary to protect consistency.

Owner Leverage & Dependency Reduction

• Act as an operational buffer between the Owner and the team.
• Translate strategy into executable plans.
• Reduce reliance on any single individual through documentation, systems, and cross-training.

AUTHORITY

The Operations Manager has the authority to enforce workflows, SOPs, automation standards, and AI policies. Hiring and firing authority is advisory; final personnel decisions rest with the Owner.

LOCATION & TRAVEL

• Regular in-office presence required at the Syracuse/Camillus office.
• Occasional travel to the Watertown office.
• Quarterly out-of-area travel for training with the Owner.
• Out-of-area travel for training as necessary

FINAL NOTE

This role is for someone who takes pride in building systems that last, enjoys bringing order to complexity, and wants their work to materially improve both business performance and the daily experience of a professional team.

If you’re looking for a role where your operational discipline, technology fluency, and follow-through truly matter—we should talk.

IDEAL EXPERIENCE & EDUCATION

• 7–12 years of professional experience.
• 5+ years in operations, systems, or process-driven roles.
• Experience managing people and enforcing standards.
• Bachelor’s degree required; MBA helpful but not required.
• Valid driver’s license.
• Background check required.
• Experience designing and maintaining workflow automations using tools such as Zapier, Make (Integromat), Microsoft Power Automate, or comparable platforms.
• Candidates should be comfortable integrating multiple systems, managing exceptions, and ensuring automations are reliable, secure, and well-documented.

ASSESSMENTS

Safe Harbor Wills & Trusts uses professional behavioral and work-style assessments as part of the hiring process. Final candidates may complete assessments, including DISC, Kolbe, and PRINT, to evaluate alignment with the responsibilities of the role and the working relationship with the Owner/Principal Attorney.

These assessments are not pass/fail tests and do not replace interviews, experience, or a proven track record of success. They are used to support mutual fit.

Safe Harbor Wills and Trusts is a boutique law firm that focuses on helping individuals and families protect their home and life savings from the possibilities of unforeseen health and financial issues.

Our practice areas are limited to: Elder Law, Estate Planning, Family and Legacy Planning, Supplemental Needs Planning, Probate, and Guardianship Proceedings.

Safe Harbor Wills and Trusts believes in giving back to our communities. Employees are encouraged to participate in community and charitable events. When it comes to our team giving back, we believe we can all do well if we all do good.

Compensation details: 67500-75000 Yearly Salary

PI69e58fe7565f-3631

The Senior Estimator responsible for preparing budgets, estimates and pre- bid packages for construction projects to be built for clients under the CM at Risk guaranteed maximum pricing structure.

Responsibilities also include working with the project management team in establishing a bidders list, soliciting and evaluating subcontractor proposals and scopes of work, preparing quantity surveys and reviewing project plans and specifications for constructability and value engineering in all CSI (Construction Specification Institute) categories of work.

The Senior Estimator will supervise a team of estimators and cost engineers who support departmental and organizational goals through their efforts.

Responsibilities includes (but may not be limited to):

• Performs accurate, thorough and timely quantity takeoffs using company format, detail and coding for all MasterFormat (CSI), Uniformat and bid packages for all levels of project documents (schematic, design development and construction documents) that can be clearly understood by internal and external team members.
• Assist in developing estimates by evaluating drawings, building plans, specifications, & related documents.
• Assists in providing quantity comparison between estimate revisions.
• Prepares detailed estimate.
• Actively participates in the internal estimate review process.
• Develops accurate and concise clarifications and assumptions with the project management team’s assistance.
• Assists with final assembly of estimate for presentation to owner.
• Summarize estimate data into reports for review by executive team, clients, and design teams.
• Prepares and presents budget presentations to owners and architects.
• Leads the buyout process.
• Prepare detailed instructions to bidders, trade specific scope of work and comprehensive bid packages.
• Directs, coordinates and provides information and documents to subcontractors.
• Assist with pre-bid site walks and document existing conditions.
• Assist with subcontractor bid review and ensure scope of work is comprehensive.
• Prepare bid tallies for project team and owner review.
• Leads in the technical review of plans and specifications during the schematic design, design development and construction document phases of pre-construction.
• Assist with reviews of milestone documents to identify and communicate the development of changes to the team.
• Obtains clarification on plans and specifications from architects and engineers when necessary.
• Conducts reviews of milestone documents to identify and communicate the development of changes to the team.
• Communicates with architects and consultants to clarify scope of work, materials, and schedule requirements, and documents these clarifications.
• Demonstrate strong communication skills internally with project management team, and externally with owner, architect, engineer, and subcontractors.
• Manage individual workload to accomplish tasks within given timeframes.
• Manage other team members’ workloads to accomplish tasks within given timeframes.
• Ability to perform duties across multiple projects concurrently.
• Considers and understands problems and identifies appropriate solutions.
• Builds and maintains effective relationships with customers, design team, subcontractors, suppliers and user groups that reflect and support company core values and meets customer’s expectations.
• Attends project site pre-bid meetings, site tours and post-bid interviews as required.
• Assist and participate with pursuit interview prep and presentations.
• Develops unit costs accurately and analyzes value management analysis options.
• Develops Cost Management / Value Engineering log process and manages during the preconstruction process.
• Develops Variance Reports at milestone issuances that clearly define deltas between estimates for internal and external use.
• Develop Cost Studies in clear and concise platform for project team review and decision making.
• Develop Benchmark studies for project estimate comparison for internal review and analysis.
• Self-reliant in researching, understanding, and developing knowledge of building designs, systems, construction materials, and methods through available resources.
• Ability to teach, educate, and guide both internal and external team members.
• Provides internal database input based on current market feedback for incorporation into database.
• Leads in the training and development of cost engineers.
• Leads in the training and development of estimators.
• Provide feedback to estimate team members on work process / work product on a regular basis.
• Works closely with new hires and/or new project teams to educate them on the way of doing business based on standard forms, programs and operational standards.
• Oversees the preconstruction process with the owner’s team.
• Provides support as needed to the project management teams as needed.
• Creates projected budgets early in the design phase of a project.
• Coordinates preconstruction planning with design team, contractors and clients.
• As necessary, works with Executive Group on special initiatives, company goals and associate related training and/or programs.
• Provides input on future projects via lessons learned and continuous improvement.
• Attends project meetings with clients, the city and design team.
• Works with development or owner to coordinate the design and specifications on issues.
• Leads the pre-construction team to ensure initial budgeting represents current market pricing and quality reporting.
• Communicates with project management team, ownership, clients, subcontractors, vendors, etc. to provide quality results while mitigating project risks.
• Collaborates with VP’s towards a common goal; streamline the project delivery process, review progress of buy- out, submittals, construction schedule and performance on all projects.
• Keeps current with latest estimating technology and techniques.
• Manages project budgets for preconstruction services.
• Manage time and utilize electronic timecard software in a timely manner.
• Other duties upon request.

Qualifications:

• 10+ years of experience as Estimator / Sr. Estimator in commercial construction industry
• Bachelor’s degree in Construction Management, Construction Science, or Civil Engineering preferred but not required
• General Construction Knowledge
• Knowledgeable in civil/site construction, foundation and structural systems, interior finishes, exterior wall systems, mechanical and electrical systems and the costs of these systems
• Ability to read and interpret drawings and specifications
• General knowledge of negotiated bids, hard bids, and GMP processes
• Proficient in all estimating software programs used in preconstruction: On-Screen Takeoff (OST), Destini, Timberline, Building Connected, Assemble, Bluebeam, Power BI, BIM360, Excel, Word, MS Project
• Must possess strong verbal and written communication skills
• Strong math and analytical skills
• Attention to detail
• Organized, efficient, able to multi-task effectively, hardworking, and dedicated
• Able to thrive in a deadline-oriented, fast-paced environment
• Excellent communication skills and interpersonal skills
• Demonstrated analytical, problem solving, and both oral and written communication skills
• Enjoys being part of a collaborative team and a fun work environment
• Possess the ability to estimate all aspects of a commercial construction project, assemble into one budget and present to owners
• Must be able to operate as a “stand alone” estimator able to handle complete projects if required
• Ability to manage personnel, subcontractors, preconstruction schedules and preconstruction budgets
• Ability to mentor and coach personnel

Working Conditions:

• Duties required physical abilities such as repetitive hand and finger motion, sitting, standing, walking, as well as extending hands and arms in work areas.
• The individual is required to occasionally move around the office and constantly operate a computer and other office machinery, etc.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Suffolk is a national enterprise that builds, innovates, and invests. We provide value across the entire project lifecycle through our core construction management services and complementary business lines in real estate investment, design, self-perform construction, and technology start-up investment (Suffolk Technologies). By integrating data, artificial intelligence, and advanced technology through our Seamless Platform, we connect design, construction, and operations to deliver smarter, more predictable results and redefine how America builds.

Suffolk – America’s Contractor – is a national company with more than $8 billion in annual revenue, 3,000 employees, and 17 offices, including Boston (headquarters), New York City, Miami, West Palm Beach, Tampa, Estero, Dallas, Los Angeles, San Francisco, San Diego, Las Vegas, Herndon, U.S. Virgin Islands, and other key markets. Suffolk manages some of the most complex and transformative projects in the country, serving clients across healthcare, life sciences, education, gaming, aviation, transportation, government, mission critical, and commercial sectors. Suffolk is privately held and is led by founder, chairman and CEO John Fish. Suffolk is ranked #8 on ENR’s list of “Top CM-at-Risk Contractors.” For more information, visit and follow Suffolk on Facebook, Twitter, LinkedIn, YouTube, and Instagram.

The Role:

The Project Executive provides overall leadership and direction on the construction project. Typically, the Project Executive is responsible for negotiating the Owner contract, is the main contact for the Project Manager for issues concerning budget, billing and client satisfaction, and ensures the fiscal success of the project.

Responsibilities:

• Provide leadership in business judgment and all financial and profitability aspects of projects under your jurisdiction Participate extensively in and the work acquisition process, working to define and develop project budgets and schedules that will achieve profitability objectives taking into account project-specific challenges
• Set appropriate milestones and assign staff qualified to handle the scope and complexity of the project
• Work closely with clients, owners, architects, and subcontractors to develop relationships that exceeds the client satisfaction to Suffolk’s demanding standards
• Provide oversight in managing all necessary resources throughout the entire project from start-up through closeout and ensure that the Owner’s expectations regarding budget, schedule, and quality, as well as Suffolk’s profitability objectives are met or exceeded

It is expected that the Project Executive is the “common thread” that owns the project from Pre-Construction through Closeout and beyond. This involves:

• Oversight of projects at a high level from beginning to end including budget, costs, unexpected events, general performance, and overall progress against plan
• Ensure that the day-to-day operations of projects are transitioned effectively to Project Managers and Superintendents from Preconstruction when work commences in the field
• Mentor, train, and coach staff to perform to or exceed Suffolk standards
• Represent Suffolk to the Owner(s), Architects, Consultants, Government Authorities, Vendors and Subcontractors

Project Acquisition:

• Participate to understand unique owner needs, to represent Suffolk capabilities and help close potential client
• Review projects for unique challenges that will impact budget/profitability objectives utilizing Litmus Test
• Utilize industry contacts and relationships to generate appropriate project leads and follow through to acquisition as required
• Participate in and contribute to the RFP response process including editing for project specific content, and interview preparation and participation as requested
• Participate in Contract negotiation as requested

Project Start Up/Turnover/Pre-Construction:

• Assign appropriate Project Staff (Includes Project Management and Field Ops Staff)
• Review and approve the pre-mobilization activities
• Ensure Turnover meeting occurs between Preconstruction and Operation teams
• Be the pre-construction lead as requested, working closely with the pre-construction, and estimating teams to develop project specific budgets, schedules, and logistics plans

Project Operations:

• Responsible for ensuring that Projects achieve budget, schedule, quality, and profitability objectives
• Maintain a thorough understanding of the Suffolk/Owner Contract. Ensure project team understanding of same and that project achieves compliance with
• Visit sites regularly to monitor project performance, schedule, and expenditures with project staff, highlight potential challenges and provide leadership in responding creatively to bring projects in on schedule and under budget, where feasible., and to the standard of quality expected

People:

• Monitor and evaluate Project Manager and Superintendent staff assignments
• Responsible for development of entire team
• Assist in sourcing and screening of candidates as requested; mentor, coach, and train them to perform and ensure effective matching of talent to project scope

Financial Performance:

• Cash Management
• Accounts Receivable
• Accurate Financial Forecasting
• P&L including full understanding of project contingencies, liabilities, and savings potential

Schedule Performance:

• Assist the project staff in the development of the Baseline Schedule
• Monitor schedule performance
• Assist the project team in initiation of Lean Planning processes and workflow
• Ensure Project Staff understands and is trained in Suffolk Standard Operating Procedures (SOPs) and monitor compliance

Safety:

• Champion jobsite safety effort, motivating the on-site team in the implementation of Suffolk Safety Program
• Ensure the original project budget includes project appropriate funding

Meeting Management:

• Attend all scheduled meetings necessary to monitor and manage project profitability
• Chair and/or attend weekly project staff meetings

Client Relationships:

• Attend owner and project meetings, maintain continuous client contact to gauge performance perceptions and communicate relevant information to Project Team
• Become the Suffolk representative on the team

Qualifications:

• Bachelor’s degree with a minimum of 10-15 years of construction management experience for a large-scale general contractor or CM at Risk firm
• Self-perform experience a plus
• In-depth knowledge of intricate commercial construction practices required
• Experience leading multiple successful project teams including development of direct reports and maintaining relationships with external entities
• Each set of projects has specific characteristics regarding size, complexity, sector etc, which dictate the precise years of experience and industry knowledge necessary for success, above and beyond general construction knowledge and experience
• The ability to manage and embrace change. Respond and adapt to new processes and new ways of looking at old problems
• Candidate must possess Suffolk’s Core Values: Passion, Integrity, Hard Work, Professionalism, and Caring

While performing the duties of this job, the employee is regularly required to sit for long periods of time; talk or hear; perform fine motor, hand and finger skills in the use of a keyboard, telephone, or writing. The employee is frequently required to stand; walk; and reach with arms and/or hands. Specific vision abilities include close vision, distance vision, depth perception and the ability to adjust focus. The employee will spend their time in an office environment with a quiet to moderate noise level. Job site walking.

Suffolk provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, pregnancy or maternity, national origin, citizenship, genetic information, disability, protected veteran, gender identity, age or any other status protected by law. This policy applies to recruiting, hiring, transfers, promotions, terminations, compensation, benefits, and all other terms and conditions of employment. Suffolk will not tolerate any unlawful discrimination toward, or harassment of, applicants or employees by anyone at Suffolk, or anyone working on behalf of Suffolk.