Client Acquisition Specialist

Position Purpose:

As a Business Development Representative, you will be the face of our property management services to prospective clients.

Your primary responsibility will be to generate new property management agreements by identifying and converting leads, networking with real estate professionals, and delivering compelling value propositions to property owners and investors.  

General Duties and Responsibilities:

• Identify, engage, and convert leads (inbound and outbound) into signed property management agreements
• Present the value of our property management services through discovery calls, demos, and follow-ups. Build and maintain a pipeline of investor clients (individuals and institutional owners) i.e. property owners, landlords, real estate investors & professionals, developers, builders, and realtors through cold calling, emailing, and in-person events
• Ensure accurate expectations are set during the sales process to reduce early-stage client churn
• Collaborate with the onboarding and property management teams to ensure a smooth transition for new clients
• Conduct follow-ups during the first 90 days to ensure client satisfaction and engagement
• Monitor client satisfaction and contract longevity to ensure long-term retention of acquired doors
• Track and respond to feedback or escalations related to accounts you originated
• Achieve and exceed monthly, quarterly, and annual door acquisition goals
• Maintain CRM accuracy, activity logs, and deal tracking to support performance and forecasting
• Regularly report on performance metrics, pipeline status, and client success indicators
• Prepare and distribute necessary documentation and materials to new investors, ensuring all required information is collected and verified
• Assist in the creation and distribution of welcome packages and informational materials for new investors
• Coordinate with various internal departments to ensure smooth integration of new investors into the company's systems and processes
• Maintain open lines of communication with internal teams to ensure that all stakeholders are informed of the progress and status of portfolio transfers and onboarding
• Ensure data accuracy by meticulously inputting, updating, and maintaining investor information in relevant databases
• Collaborate with cross-functional teams to implement improvements and optimize efficiency