Sales Support Analyst Hybrid/Remote based out of Raleigh$80-90k with bonus potential Bell and Associates is partnering with a Real Estate Investment firm based in the Raleigh area looking to fill a newly created Sales Support Analyst position. This role will be a key player on the team in identifying business opportunities and analyzing new and existing data.
Responsibilities:
Lead Sourcing & Intelligence: Identify and qualify potential investors (HNW, FO, and PE groups) using data-driven research.
CRM & Pipeline Management: Maintain and optimize our Juniper Square CRM, ensuring accuracy and efficiency in investor tracking.
Investor Outreach Support: Set up meetings, manage follow-ups, and ensure prompt responses to investor inquiries.
Market & Competitor Analysis: Monitor industry trends, track competitor activities, and provide insights that enhance investor positioning.
Sales Enablement & Process Optimization: Identify inefficiencies in the capital raising process and implement tech-driven solutions.
Performance Reporting: Generate investor engagement reports, analyze success metrics, and support leadership with actionable insights.
Collaboration & Execution: Work cross-functionally with marketing, acquisitions, and leadership to ensure seamless execution of fundraising initiatives.
Marketing and production of deliverables for going to market
Qualifications:
Bachelor's degree in Finance, Business Administrative, or related required 2+ years of experience in sales operations, financial analysis, investor relations, or related fields.
Strong proficiency in CRM systems (Juniper Square preferred), data analysis tools, and automation platforms.
Familiarity with private equity, real estate investment strategies, and capital markets preferred.
Required Skills:
Highly Analytical – You can synthesize data, identify patterns, and provide meaningful insights.
Tech-Savvy – Comfortable working with AI-driven tools, automation software, and CRM systems.
Process-Oriented – You thrive on creating structure and efficiency in a fast-paced environment.
Self-Starter – You take ownership of projects, anticipate challenges, and drive execution without constant oversight.
Strong Communicator – Able to translate complex data into actionable insights and investor-friendly reports.
