Senior Business Analyst and Commercial Real Estate SME DRAFT Advisory Contractor

Contract(Part-time 20hrs/week) Senior Business Analyst and Commercial Real Estate SME DRAFT Advisory Contractor Location – DFW -- Remote, with participation in virtual and in-person client meetings Position Overview Seeking an experienced Senior Business Analyst and Commercial Real Estate Subject Matter Expert to support business development, client discovery, solution definition, and advisory engagements within the commercial real estate industry. The successful candidate will bring strong commercial real estate domain knowledge and the ability to translate business challenges into practical technology, data, automation, application, integration, quality engineering, and managed-services opportunities. This is not a traditional documentation-only Business Analyst role. The contractor must be comfortable advising executives, participating in client conversations, asking effective discovery questions, and helping shape credible, business-focused solutions. Primary Objective Help identify, qualify, and develop consulting opportunities by connecting commercial real estate business requirements with practical technology and transformation solutions. The Business Analyst SME will provide the industry knowledge needed to engage CRE executives as a credible business advisor rather than as a general technology vendor. Key Responsibilities Commercial Real Estate Advisory Provide subject matter expertise across the commercial real estate value chain, including: • Property and facilities management • Corporate real estate and occupier services • Workplace management and employee experience • Leasing and advisory services • Capital markets and property transactions • Property valuation and portfolio analytics • Project, construction, and cost management • Real estate investment management • Data centers and critical infrastructure • Industrial and logistics real estate • Smart buildings and building operations • Sustainability, energy management, and ESG reporting Explain CRE industry terminology, operating models, financial drivers, performance measures, organizational structures, and stakeholder priorities. Identify the business concerns and growth initiatives influencing technology investment across CRE organizations. Business Analysis and Discovery Lead or support discovery sessions with business, operations, technology, data, finance, facilities, and executive stakeholders. Document current-state business processes, technology dependencies, operational pain points, data flows, decision points, and manual activities. Identify opportunities to improve productivity, service quality, asset performance, operating margins, tenant experience, and decision-making. Translate business needs into: • Business requirements • Process maps • User stories • Functional requirements • Use cases • Opportunity assessments • Solution recommendations • Executive value propositions • Preliminary business cases Distinguish between symptoms, underlying business problems, technology limitations, and organizational constraints. AI and Automation Opportunity Identification Help identify and prioritize practical AI and intelligent automation opportunities across CRE operations. Potential use cases may include: • Predictive building and equipment maintenance • Facilities service request automation • Work-order prioritization and routing • Lease abstraction and document intelligence • Invoice and procurement exception management • Property and portfolio performance analytics • Capital project forecasting • Construction schedule and cost-risk analysis • Occupancy and space-utilization intelligence • Tenant and workplace experience • Energy optimization • Data center operations • Field-service enablement • Investment and valuation analytics • Research and market intelligence • AI-enabled employee knowledge access • Automated reporting and compliance Assess the business value, process readiness, data requirements, integration dependencies, risks, and expected outcomes of proposed initiatives. Technology and Solution Alignment Map CRE business requirements to appropriate technology and consulting capabilities, including: • Artificial intelligence and agentic workflows • Data engineering and analytics • Enterprise application integration • Intelligent process automation • Quality engineering • Application modernization • ERP and finance transformation • Cloud and digital transformation • Managed application and platform services • Business process redesign Help determine where advisory services, implementation, systems integration, managed support, or a pilot solution may be appropriate. Ensure recommendations complement the client’s existing technology environment and strategic partnerships. Account and Sales Enablement Support the preparation of account strategies for CRE prospects and customers. Develop: • Industry-specific discovery questions • Stakeholder maps • Business capability maps • Opportunity heat maps • Use-case libraries • Executive meeting briefs • Account intelligence summaries • Presentation content • Statements of work • Pilot recommendations • Business-value narratives Participate in introductory, discovery, solution, and executive meetings as the CRE industry advisor. Help establish credibility by connecting proposed initiatives to measurable CRE business outcomes. Requirements and Solution Validation Work with architects, product leaders, delivery teams, and customer-success professionals to ensure proposed solutions address the client’s actual business requirements. Validate: • Business processes • Functional requirements • Data sources • System integrations • User roles • Operational risks • Regulatory considerations • Adoption requirements • Success criteria • Reporting and measurement requirements Support the definition of proof-of-concept and pilot scope, including expected outcomes, user groups, workflows, data requirements, and evaluation criteria. Required Qualifications • 10 or more years of experience in commercial real estate, corporate real estate, facilities management, property operations, CRE consulting, PropTech, workplace services, or a closely related field. • 5 or more years of Business Analyst, management consulting, transformation, product, operations, or advisory experience. • Strong understanding of how large CRE service providers, owners, investors, operators, and occupiers generate revenue and manage costs. • Experience conducting business discovery and translating operational needs into technology requirements. • Ability to communicate effectively with business executives, operational leaders, subject matter experts, and technical teams. • Demonstrated experience developing business requirements, workflows, user stories, use cases, and business cases. • Understanding of technology’s role in commercial real estate operations and client service delivery. • Ability to evaluate business opportunities involving AI, automation, data, applications, and systems integration. • Strong written communication, presentation, facilitation, and analytical skills. Preferred Industry Experience Experience within or consulting to one or more of the following is highly desirable: • Global commercial real estate services firms • Large REITs • Commercial property owners • Institutional real estate investors • Corporate real estate departments • Facilities management providers • Data center operators • Commercial real estate technology providers • Construction and project management organizations • Workplace and occupier services organizations Preferred Domain Knowledge The ideal contractor will understand several of the following areas: • Integrated facilities management • Property management • Corporate workplace services • Building operations • Data center infrastructure and operations • Project and construction management • Leasing and brokerage • Capital markets • Loan servicing • Asset and investment management • Procurement and supplier management • Lease administration • Smart buildings • IoT and digital twins • Energy management • Sustainability and ESG • Occupancy and space utilization • Field-service operations • Real estate data and analytics Preferred Technology Knowledge The candidate does not need to be a technical architect but should understand the business applications of: • Artificial intelligence and generative AI • Agentic AI and workflow automation • Data engineering and analytics platforms • Business intelligence • Smart-building and IoT platforms • Digital twins • Facilities and workplace management systems • Enterprise resource planning systems • Procurement and invoicing platforms • Customer relationship management systems • Field-service management • Cloud platforms • Enterprise integration • Quality engineering and software testing • Workflow and process automation CRE Business Drivers the Candidate Must Understand The candidate must be able to advise on how the following trends affect client priorities and technology investments: • Growth of recurring facilities and property management revenue • Pressure to improve operating margins and employee productivity • Outsourcing and consolidation of facilities services • Data center and digital infrastructure growth • Power, cooling, and capacity constraints • Hybrid work and flexible workplace adoption • Office market bifurcation and flight to quality • Growth in industrial and logistics real estate • Capital markets recovery and interest-rate sensitivity • Demand for better portfolio and investment intelligence • Smart-building adoption • Energy efficiency and sustainability requirements • Mergers, acquisitions, and platform integration • Increasing dependence on proprietary data • AI-driven productivity and service differentiation • Concerns about AI governance, quality, security, and production readiness Initial Engagement Deliverables The contractor’s initial scope may include: • Develop a CRE industry capability and opportunity map. • Assess positioning for selected CRE accounts. • Identify three to five high-value AI and technology opportunity areas. • Develop business discovery questions for executive and operational stakeholders. • Participate in account preparation and client introduction meetings. • Translate client feedback into qualified business requirements and recommended next steps. • Help define one or more pilot, assessment, or advisory engagements. • Create a repeatable CRE business development and discovery framework. • Develop reusable industry insights, use cases, and business-value messaging. Success Measures Success in this role will be measured by: • Quality and relevance of CRE account insights • Strength of client discovery and requirements definition • Identification of qualified consulting opportunities • Ability to connect technology services to measurable business outcomes • Executive credibility during client meetings • Development of practical AI and digital transformation use cases • Conversion of initial conversations into assessments, pilots, or consulting engagements • Creation of reusable CRE industry intellectual property Ideal Candidate Profile The ideal candidate is a senior CRE professional, Business Analyst, consultant, transformation leader, or technology advisor who understands both the business and operational realities of commercial real estate. The candidate should be able to explain: • How CRE organizations make money • Where margins are under pressure • Which services generate recurring revenue • How data affects competitive advantage • Where processes remain manual or fragmented • How AI can improve operations without creating unacceptable risk • Which stakeholders own the problem, budget, data, systems, and decision • How to enter through a focused use case and expand into a broader relationship Engagement Expectations This is an advisory contractor role with hours determined by account activity and client demand. The contractor may be asked to support: • Internal strategy sessions • Account planning • Executive meeting preparation • Client discovery meetings • Requirements workshops • Solution-development sessions • Proposal and statement-of-work preparation • Pilot planning • Periodic delivery oversight