Client Advisor II

This is a fully remote position, open to applicants in United States.

📋 Description

• Respond to incoming prospect calls and address web inquiries within established SLA timeframes

• Assess prospects using a systematic discovery approach

• Deliver precise, scripted information regarding PHR services and published pricing

• Transition qualified leads to licensed personnel for contract finalization

• Record all activities in HubSpot and ensure pipeline cleanliness

• Engage in daily team meetings, coaching sessions, and continuous training

• Handle a diverse and complex lead portfolio, including multi-property and portfolio prospects

• Assist in onboarding and provide informal coaching for Level I Inside Client Advisors

• Implement assigned outbound prospecting campaigns

• Aid in the development of the knowledge base and refinement of scripts

• Monitor and self-report performance metrics in relation to monthly door targets

⛳️ Requirements

• At least 3 years of sales experience, ideally in inside sales or a similar phone- and email-driven sales role, with a proven history of meeting or surpassing quotas

• A minimum of 1 year of experience in the property management sector, in sales, leasing, operations, or another relevant position

• Familiarity with property management services, including common owner challenges, fee structures, and the factors that influence a landlord or investor to hire a management company

• Capability to manage a high volume of outbound and inbound calls, emails, and follow-ups while keeping an organized pipeline

• Expertise in CRM software (such as HubSpot or Salesforce) for lead tracking, pipeline management, and activity logging

• Excellent verbal and written communication skills, with the capacity to build rapport swiftly and articulate the value of services clearly

• Self-driven and goal-oriented, able to work independently as well as collaboratively within a team

• Proficient with technology, including video conferencing tools, email platforms, and Microsoft Office or Google Workspace

🏝️ Benefits

• Medical, Dental and Vision Coverage

• 401(k) plan with a 4% Instantly Vested Match

• Generous Vacation and Sick time

• Life and Disability Plans

• Wellness Fitness Program

• Employee Assistance Program

• $20,000 on-target incentive