Occupancy Planning and Workplace Specialist

About the Role

As a CBRE Occupancy Planning and Workplace Specialist, you will support workplace strategy and space planning initiatives. This role is critical in maintaining accurate occupancy data, developing space scenarios, and ensuring seamless post‑occupancy processes. You will collaborate with operations teams, global partners, and stakeholders to deliver efficient and strategic space solutions.

• Produce drawings (test fits, block and stack, scenario plans) and presentations for internal stakeholders and client‑facing steering committees.
• Consolidate and help make informed decisions from interviews and discussions with clients. Gather and synthesize project requirements, including functional, operational, and cultural considerations.
• Enter and manage occupancy data within the system of record (Serraview).
• Coordinate with operations contacts to prompt Quarterly Headcount Audits. Reminds and push operations to log into Serraview to perform the audit.
• Coordinate with operations contacts on annual floorplan audits (may attend space walks for validation).
• Partner with Costa Rica or execute accurate plan updates in Serraview yourself.
• Assist in creating space plans, test fits, block plans, stack plans, and move lists.
• Analyze utilization data by team and contribute to strategic scenario development.
• Capture and analyze trends from previous building data compared to planned programs and actual built outcomes at project completion. (EXCEL!)
• Provide End of Project analysis (e.g. Post – Occupancy surveys)
• Facilitate reviews to confirm deliverables were executed, and client expectations met.
• Conduct training sessions with operations on Serraview and data maintenance.
• Organize project data to track benchmarks and KPIs for the client's portfolio. (i.e., import all raw data into excel tracker)
• Work with cross‑functional internal teams to execute workplace experience standards and customize change processes.
• Gather and consolidate information (note taking) to support internal and client stakeholder meetings. Maintain organized presentations and reference materials.
• Maintain and update internal communications and collateral templates AND tailor these templates to apply to site specific information (i.e. workplace or change differences between Dallas and NYC)
• Follow change management roadmaps for multiple markets at once and track progress across all markets and deliverables.
• Support the development and execution of engagement activities, including town hall presentations, communications, workshops, etc. to support the change process across multiple markets.
• Gather quantitative and qualitative feedback throughout the program including end‑of‑project analysis, delivering detailed reports with recommendations to clients.
• Build and nurture key relationships with stakeholders across all organizational levels, gaining their buy‑in to the change and leveraging their support as necessary and appropriate.
• Showcase expertise in own job discipline and in‑depth knowledge of other job disciplines within the organization function.

To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Bachelor's Degree preferred with 3‑5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
• In‑depth knowledge of Microsoft Office products. Expertise in Excel preferred. Other examples include Word, PowerPoint, Outlook, etc.
• Knowledge and experience managing/maintaining IWMS or CAFM programs (e.g. Serraview, Archibus, FM Systems, Manhattan, Nuvolo, iOffice, etc)
• Experience utilizing CAD software for polylining tasks to support space planning and design initiatives.
• Extensive organizational skills with a strong inquisitive mindset.
• Preferred experience managing various work streams and priorities across cross‑collaborative project teams, while ensuring exceptional client service and effective coordination with national and…