Process Design Assistant

Process Design Assistant

Keeping it simple, the person for this position MUST have BOTH of the following:

-Property management operations experience (ops management; implementing, coordinating, or improving processes across leasing, resident services, or maintenance) AND/OR a high degree of technical capability (building automations, workflows, or CRM systems)

-AND the ability to communicate clearly and confidently in English with clients

If you have both of these, we would love to hear from you. More details are provided below.

This role IS: Hands-on and client-facing. The core challenge is turning how a property management company actually operates into processes that run reliably in its software, then walking clients through them with confidence. You'll thrive here if you enjoy both building the solution and explaining it.

This role is NOT: A solo, build-it-your-own-way job. If you get energized by making proven tools do more, rather than starting from scratch on your own, you'll fit right in. And if your background is purely accounting, or you'd rather build without talking to clients, this likely isn't the right fit.

Mission of the role

The objective of this position is to deliver the ProfitCoach Experience (customized solutions, ease of doing business, and extraordinary service) by designing, implementing, monitoring, and improving property management processes for multiple property management companies that use ProfitCoach services.

You'll work directly with property management clients and our internal team, so clear, confident communication matters as much as building skill.

Key responsibilities

Design and implementation (75%)

-Conceptualize and design processes for core property management operations, sales, new services, and client-specific needs.

-Implement and test processes within workflow automation software, validating functionality and ensuring reliable execution across connected systems.

Process optimization (10%)

-Analyze existing processes and identify areas for improvement in efficiency, task delegation, timelines, and automation.

-Review and optimize processes to align with PM Ops Standards, industry best practices, and client-specific nuances, ensuring consistent execution and eliminating redundancy across workflows.

-Process documentation (5%)

-Own process documentation, including creating, revising, and maintaining SOPs for internal use and client engagements.

-Translate processes into clear visual diagrams using tools like L ---------- to support team alignment, training, and scalability.

Quality assurance (5%)

-Ensure processes are designed and optimized in alignment with the PM Ops Standards and industry best practices.

-Implement measures to keep service quality consistent while handling custom scenarios and exceptions.

-Continuous improvement (5%)

-Champion a culture of continuous process development and improvement.

-Collaborate with internal teams to foster a mindset of efficiency and innovation.

-Stay current on emerging tools in the PM tech stack, assessing their potential and recommending solutions for client engagements.

Culture fit and core values

-Think Abundantly

-Own the Outcome

-Be Courageous

-Leverage Your Talents

-ADEPT Communication (Assess the need, Detail the solution, Energize the conversation, Provide closure, Tell the truth always)