About
As the Real Estate Business Development and Client Success Manager, you'll own the journey from first conversation to successful onboarding: engaging prospective buyers, converting landlords into long-term property management clients, and ensuring every new client experiences a smooth, professional transition into the business. This is a highly collaborative, phone-driven role that blends sales, relationship management, and operational execution, with close support from internal stakeholders across marketing and operations.
This is dedicated, full-time work designed for meaningful impact, stability, and professional growth. The position will initially carry a strong focus on both business development and onboarding operations as the company continues to scale, then evolve into a more strategic Business Development function with significant room to grow your remit over time.
Responsibilities
Drive outbound business development efforts by engaging prospective buyers and property owners through phone, email, and CRM-driven outreach.
Convert landlords into long-term property management clients by building trust, understanding their needs, and presenting tailored solutions.
Own the client onboarding process from signed agreement through successful handoff, ensuring every client receives a seamless experience.
Manage and nurture a high-volume contact database of approximately 30,000 existing contacts to generate new business opportunities and strengthen client relationships.
Maintain accurate CRM records, ensuring lead pipelines, client information, and activity tracking remain organized and up to date.
Coordinate with internal stakeholders to ensure all onboarding documentation, contracts, and operational requirements are completed accurately and on time.
Support marketing initiatives by assisting with campaigns, follow-up sequences, and lead nurturing activities that increase conversion opportunities.
Continuously identify opportunities to improve sales processes, onboarding workflows, and client experience through better systems and documentation.
Leverage AI tools to improve productivity, communication, research, and administrative efficiency.
Deliver exceptional customer service throughout every stage of the client journey while maintaining strong attention to detail and consistent follow-through.
Qualifications
Proven experience in Business Development, Sales, Account Management, or Client Success, preferably within the real estate industry (must-have).
Strong phone-based sales skills with confidence in building rapport, overcoming objections, and closing opportunities (must-have).
Demonstrated ability to manage multiple clients and onboarding projects simultaneously while maintaining exceptional organization (must-have).
Highly process-driven with excellent operational discipline and follow-through (must-have).
Experience working with CRM systems and maintaining accurate pipeline management (must-have).
Excellent written and verbal English communication skills (must-have).
Self-motivated, proactive, and comfortable working independently in a growth-oriented environment
Strong relationship-building skills with a genuine customer-first mindset
Experience supporting executive, administrative, or operations functions preferred.
Marketing experience and proficiency with AI tools preferred.
Tools You'll Use
CRM and Sales: GROW CRM and EAGLE CRM (must-have)
Project Management and Collaboration: BaseCamp (must-have)
AI and Productivity: Claude AI, Mac, and iPhone
Real Estate Platforms: Ignite (realestate.com) and Realtair
Benefits
Competitive salary
Paid US holidays
Paid wellness days
Health and wellness allowance
Monthly profit sharing
Long-term placement with real growth
Continuous upskilling in AI and real estate business development
Dedicated success coaching and support