Investor Support Specialist

Overview

Schedule investor appointments, manage CRM, and ensure onboarding success.

Key Responsibilities

• call handling
• crm management
• appointment scheduling
• lead conversion
• pipeline management
• investor communication

Tasks

The Investor Support Specialist is a client-facing role primarily focused on scheduling successful appointments with prospective and existing investors by engaging in timely communication and follow-up in order to ensure an excellent onboarding process, successful investment fundings, and an ongoing, helpful, and prosperous relationship between clients and their Investor Success Managers. The ISS converts new investor leads to appointments for Investor Success Managers in their assigned pod by handling all incoming prospect calls and incoming leads that parse into the CRM in rotation, make continuous contact attempts, and follow up with the investors/potential investors in order to be successful in converting to an appointment. After an appointment is set, the ISS holds the Investor Success Manager accountable regarding the appointments set and views lead records for timely, complete notes and follow-up tasks until a commitment to invest is made. The ISS also sets alignment appointments for their pod's existing investor base. -Answering all incoming calls, ensuring timely communication and successful outcomes with future/existing Investors. -Collaborating and coordinating with internal team members to solve all Investor questions, concerns, and issues in a timely manner. -Creating urgency, providing clarity, and effectively engaging with future Investors regarding investment opportunities with DLP. -Maintaining and updating CRM's (Hubspot/AppFolio) on a consistent basis. -Following up on all ISM appointments and providing assistance as needed to ISM in order to ensure a successful onboarding process/funding completion for all new Investors. -Assisting ISS/ISM teams in scripting, role playing, and managing the overall pipeline. -Scheduling appointments between future/existing Investors and Investor Success Managers using DLP's tools and systems (Hubspot, Appfolio, Vonage, Gmail, Google Calendar, etc.) -Ensuring the involvement of future/existing Investors and Prosperity Members in all-things related to DLP - company events, capital dinners, live webinars, etc. -Attending and participating in all DLP meetings, trainings, and (as applicable) events. -Assisting existing Investors with all incoming service requests pertaining to accounts and investments, collaborating with Investments and experience Team when necessary.

Requirements

• inside sales
• private funds
• real estate
• crm
• bachelor's
• phone skills

What You Bring

-Inside sales experience (3+ years preferred) -Highly knowledgeable about private funds and/or real estate, or displays ability to learn quickly -Consistently communicating with ISM, experience Team, and other DLP lines of business, as applicable. -Computer proficiency, particularly with CRM software -Bachelor's degree preferred -Excellent phone communication skills required

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Benefits

Living Fully: We prioritize living fully with a dedication to achieving optimal health in all aspects of life: faith, family, friends, freedom, fun , fulfillment, fitness, and finance. . We are intentional with our time, integrating the 8fs of our life to achieve our goals & God’s goals. Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference. -We are disciplined, following our exclusive Elite Execution System to develop personally and professionally.

About Dlp Capital

-Begun with a vision to channel private capital into workforce housing projects across Sun Belt markets. -Typical projects include multifamily and single-family rentals, often in under-served Sun Belt markets—sometimes including RV resort assets. -Stand-out developments include the acquisition of large apartment communities and the adaptive reuse of landmark buildings into mixed-use housing. -In addition to financing, offers loan programs for real estate operators and operates luxury apartment communities under its Dream Live Prosper brand. -Blends debt and equity strategies to deliver steady cash flow to investors while creating attainable housing in growing communities.

Sector Specialisms

Security Clearance

-pre-employment background verification, including e-verify.