Responsibilities
- Assist the sales team in building and maintaining databases of brokers, customers, and potential leads.
- Help in the development and enhancement of the CRM tool to track potential investors and key contacts.
- Generate insightful reports and analytics to inform management decisions and track progress towards sales goals.
- Support the business accounts payable function by processing invoices, coordinating payments, and maintaining accurate financial records.
- Assist in ad-hoc modeling, budgeting, and forecasting projects to support strategic decision-making.
- Analyze financial data and provide insights to aid in budget planning and financial performance assessment.
- Work directly with the CEO on various estate-related tasks, including organization, bill payments, and other estate planning activities.
- Ensure all estate-related responsibilities are managed efficiently and in accordance with organizational policies.
- Assist portfolio companies in selling real estate products and services by providing support in sales strategies, customer engagement, and other related tasks.
Qualifications
- Basic understanding of the real estate industry.
- Proficiency in CRM systems (e.g., Salesforce, HubSpot) and Microsoft Office Suite (Excel, Word, PowerPoint).
- Strong analytical skills with the ability to create detailed reports and conduct financial modeling.
- Ability to manage multiple tasks and responsibilities simultaneously, ensuring that deadlines are met and priorities are addressed
- Keen eye for detail, ensuring that all entries are accurate and current to prevent errors that could affect reporting and decision-making.
- Clear and coherent in both written and verbal communication skills, with the ability to work closely with executives and cross-functional teams.
Screening Criteria
- Bachelor’s degree in a related field or an equivalent combination of education and related work experience.
- Minimum of two (2) years of experience in business development, sales support, or a related role.
- Must have stable employment history
