Engagement Specialist

This is a fully remote position, open to applicants in Mexico, +16 more countries.

📋 Description

• Respond promptly to every incoming lead, warm introduction, and positive response within one business hour.

• Engage in daily outreach to connect with qualified ideal client profiles.

• Execute organized LinkedIn and email cadences while logging interactions in HubSpot.

• Follow up with qualified webinar attendees within 48 hours.

• Coordinate the sharing kits for podcast guests and solicit referrals and reviews.

• Assess prospects against established client profile criteria.

• Schedule qualification calls, confirm appointments, and ensure high meeting show rates.

• Prepare briefing notes for call hosts.

• Nurture non-qualified leads by providing educational resources.

• Issue NDAs and data requests following agreement to a portfolio analysis call.

• Monitor document and data collection through follow-up via email and phone.

• Escalate any uncollected data after 5 business days.

• Maintain data integrity in HubSpot and document subsequent deal steps.

• Record call outcomes and update the pipeline on the same day.

• Review daily performance metrics.

• Participate in Call Lab and implement feedback within 24 hours.

• Build relationships with property owners, operators, podcast guests, and executive teams.

• Collaborate with the Content Manager and Investment/Technology teams.

⛳️ Requirements

• 1–3 years of experience in sales development (SDR), inside sales, client success, or outbound business-to-business (B2B) communications.

• Proficient in written and spoken English is required.

• Spanish fluency is advantageous.

• Practical experience with CRMs, preferably HubSpot.

• Familiarity with LinkedIn, email automation, and scheduling tools.

• Knowledge of AI tools is highly preferred.

• Genuine interest in real estate, finance, or prop-tech.

• Must have a personal laptop/computer capable of operating CRM, communications, and AI platforms.

• Completion of a Culture Index survey is required prior to the first interview.

• Occasional travel to U.S. industry conferences or events may be necessary (1–2 times per year).

🏝️ Benefits

• Commissions.

• Target OTE: $2,800–$3,000 USD/month upon achieving targets.

• Bi-weekly base payments.

• 10 days of PTO per year (accrual basis).

• Standard U.S. holidays off.

• Fully remote work environment.

• Structured 30/60/90-Day Plan.

• Call Lab internal training program.

• Occasional travel to U.S. industry conferences or events (1–2 times per year).