The California Operations Manager (COM) supports sales operations by performing authorized administrative and transactional functions under the guidance and supervision of a licensed real estate broker. This role focuses on operational coordination, document workflow, scheduling, and compliance support. While unlicensed, COMs are strictly prohibited from engaging in any activity that requires a real estate license, including negotiation, solicitation, or discussions about pricing or financing.

Essential Job Responsibilities

Administrative & Operations Support

Manage and approve associate timekeeping; assist with associate scheduling

Meetings & Motivation:

Conduct motivational meetings and support daily/recurring meeting logistics (agendas, attendance, materials)

Goal Support:

Provide administrative support for associate goal-setting activities (tracking inputs, updating dashboards, distributing materials)

General Administration:

Perform additional approved administrative duties as assigned by a licensed leader; maintain professionalism and adherence to company policies and guidelines at all times

Collaboration:

Partner with site leadership and training teams to coordinate logistics for initial and ongoing training (scheduling, materials, room setup), without delivering sales content

Compliance & Recordkeeping

Follow all directives of the supervising broker and adhere to company policies and applicable California real estate regulations

Maintain accurate records, file management, and audit-ready documentation for all assigned transactions and administrative processes

Transaction Support (under broker supervision)

Document Preparation:

Prepare and complete transaction-related documents and instruments, ensuring all final materials are reviewed and approved by the supervising broker before delivery to any principal or party

Document Handling & Delivery:

Deliver, mail, pick up, or coordinate delivery of transaction documents and obtain required signatures from principals or service providers

Note: COMs may not explain, interpret, or discuss the content, meaning, or implications of any document

Trust Funds Processing:

Accept, record, and provide receipts for trust funds received from principals or parties to the transaction in accordance with policy

Status Communication:

Provide factual updates regarding the timing of reports, service completion, and delivery of transaction-related information

Scheduling & Coordination:

Schedule meetings between licensees and principals/parties to the transaction. When delegated by a broker-authorized licensee, arrange for third-party reports and services

Boundaries & Prohibited Activities

The COM role does not:

• Negotiate or discuss pricing or financing options

• Solicit participation in a specific transaction or product

• Narrow a tour’s decision-making toward pricing or ownership levels

• Explain, interpret, or advise on the content or significance of any document

• Conduct group sales presentations

• Issue sales compliance related corrective actions or conduct performance evaluations for licensed sales associates

Travel Requirements

Travel not anticipated beyond home site

Minimum Requirements and Qualifications

• Education: High School Diploma or equivalent required

• Experience: Prior experience in sales operations leadership and/or a real-estate–adjacent leadership role

• Skills: Strong organization and attention to detail; clear, professional

communication; scheduling and coordination; comfort with document workflows and standard productivity tools. Strong relationship building, coaching and ability to successfully partner with all divisions.

• Professionalism: Consistent adherence to ethical, moral, and professional standards; ability to maintain confidentiality and work within clearly defined compliance limits

Real Estate Licensing Requirements (California)

• Must obtain an unrestricted California Real Estate License within 120 days of hire date