About the Role
Drive client acquisition and revenue growth by building relationships with private equity real estate firms, identifying client needs, and positioning technology platforms as strategic solutions to streamline operations and investor engagement.
Responsibilities
- Identify and engage potential clients in the private equity real estate sector
- Conduct discovery calls to understand client challenges and objectives
- Present platform capabilities tailored to client workflows
- Collaborate with internal teams to customize solutions for prospects
- Manage the full sales cycle from lead to close
- Maintain accurate records of client interactions and pipeline activity
- Attend industry events and networking opportunities
- Develop relationships with key decision-makers
- Translate client requirements into product value propositions
- Support onboarding for newly acquired clients
- Provide feedback to product teams based on market insights
- Meet and exceed quarterly sales targets
- Stay current on real estate investment trends and technology
- Coordinate with marketing on targeted outreach campaigns
- Negotiate contract terms and pricing structures
- Educate prospects on platform benefits for investor reporting and capital raising
- Respond to client inquiries with timely and accurate information
- Track performance metrics and report on key indicators
- Build trust through consistent, professional communication
- Advocate for client needs within the organization
- Maintain expertise in compliance and reporting standards
- Assist in refining sales materials based on client feedback
- Onboard new clients with personalized implementation plans
- Foster long-term client relationships to drive retention
- Identify expansion opportunities within existing accounts
Compensation
Competitive salary with performance incentives
Work Arrangement
Hybrid work model
Team
Collaborative team environment focused on client success
Why This Role Matters
This position plays a key role in connecting innovative technology with real estate investment teams who need efficient, transparent solutions for managing capital and investor relationships. Success in this role directly impacts how firms scale operations and improve reporting accuracy.
What You’ll Bring
A consultative mindset, a passion for client success, and a deep interest in the intersection of technology and real estate investing. You should thrive in dynamic environments and enjoy building relationships that lead to long-term partnerships.
Not available
