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HubSpot CRM Lead - Private Equity Real Estate

WalterRemote — Mexico
Remote Full-time

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Experience Level

Experience

Qualifications

Prior Experience: 3 to 6 years in data operations, CRM management, or analytics roles, preferably within sales and marketing functions in the financial or real estate sectors. Technical & Systems Expertise:HubSpot CRM: Advanced skills in workflow development, automation, and customized reporting are essential. Excel: Proficiency with advanced analytical capabilities, including pivot tables and complex formulas. Real Estate Systems: Familiarity with AppFolio, ResMan, or similar property management platforms is advantageous. Bonus: Experience in creating automated dashboards using tools like Power BI, Tableau, or Data Studio.

About the job

Join our dynamic team as a HubSpot CRM Lead in the Private Equity Real Estate sector. This pivotal role will empower you to manage the firm’s essential data architecture while transforming intricate data into strategic business insights. You will take complete ownership of the HubSpot CRM, delivering performance insights for both marketing and sales, and crafting operational analytics to bolster our Investment Management team.

Key Responsibilities

  • HubSpot CRM Administration & Automation:
    • Oversee all aspects of HubSpot, including field management, workflows, data integrity, permissions, automation, and reporting.
    • Design and maintain analytical dashboards for sales leadership, focusing on conversion funnels, cycle times, velocity by persona, and cost per close.
    • Partner with commercial teams to implement CRM-based automation that enhances pipeline efficiency and scalability.
    • Adapt the HubSpot infrastructure as new offerings, personas, and workflows develop.
  • Marketing & Sales Performance Insights:
    • Analyze data from CRM, advertising channels, campaigns, and team activities to identify and profile high-value investor personas.
    • Determine which leads convert more swiftly, yield higher investments, and necessitate less sales effort.
    • Deliver weekly and monthly performance insights to refine marketing expenditures and optimize outbound sales strategies.
  • Asset Management Data & Operational Analytics:
    • Extract and standardize data from property management platforms such as AppFolio and ResMan.
    • Create dashboards that visualize key property metrics, including leasing outcomes, rent growth, delinquency rates, and occupancy levels.
    • Automate reporting workflows to enhance staff efficiency and promote data transparency across the organization.

About Walter

Walter is at the forefront of Private Equity Real Estate, dedicated to leveraging data to drive investment strategies and deliver superior results. Our collaborative culture encourages innovation and excellence in all that we do.

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