Vice President, Client Services

Overview

Lead client relations, business development, and market analysis for multifamily properties

Key Responsibilities

• business plans
• investor relations
• salesforce reporting
• market analysis
• rfp preparation
• client check‑ins

Tasks

-Write business plans in alignment with client’s investment goals and present them to Operations team to ensure clear communication of business goals for execution. -Grow and maintain strong relationships with existing investors. -Prepare weekly and monthly reports to organize and track business development performance through Salesforce CRM tool. -Work with Coastal Ridge Marketing teams to audit and update property management website, contact cards, social media announcements, press releases, and all other third-party advertising sources. -In close collaboration with the Managing Director of Business Development, communicate regularly with the company at large, addressing portfolio performance and other relevant, seasonal topics. -Work with existing clients to identify and convert opportunities for expanded engagement of CRRE services, including marketing agency and CAPEX management. -Evaluate and provide insights on markets both on a macro and micro level, as well as budget benchmarking. -Assist third-party clients with the gathering of property KPI’s for quarterly reporting. -Address third-party client inquiries and concerns in a timely and professional manner. -Provide ongoing reporting, servicing, and other important investor communication. -Assist the Transition department with the onboarding and communication of new business to the portfolio. -Lead the preparation of RFPs and any other department’s marketing materials. -Ensure client satisfaction with CRRE property management platform through quarterly client check-ins. -Support and execute comprehensive business development strategies, including cold outreach, existing client engagement, and participation in industry events to drive growth. -Lead the business development department with client and lead market study reports, including but not limited to, property and market analysis, competitive set surveys, economic trends, supply and demand feasibility, location analysis, rental rate and operations underwriting, due diligence coordination, and business plan thesis. -Continually identify, develop, and participate in new client engagement.

Requirements

• excel
• underwriting
• bachelor’s
• 5+ years
• multifamily
• self-starter

What You Bring

-Self-starter, that is organized, manages time well and has adapts well to change. -Ability to navigate and prioritize multiple tasks. -Strong work ethic with an entrepreneurial outlook and attitude. -Strong written and oral communication skills. -Availability to meet business demands and requests outside of traditional office hours (*as needed). -Financially focused. You know your stuff when it comes to multifamily real estate investment strategy, can manage your own, and understand the importance of market surveys and reporting. -Exhibit a strong understanding of housing markets across the country; understand trends, economic cycles, and new development; and proactively adjust to changing conditions. -A people nexus. You enjoy building relationships and can make strong connections with clients and internal team members alike. -5+ years of experience in the multifamily real estate industry. Both market rate and student housing experience preferred. -Bachelor’s degree in Business Administration, Marketing, Real Estate, or a related field -Proficient in excel, industry research tools, market studies, and underwriting. -A masterful executor. You get things done. You fervently plan to meet deadlines and achieve goals. You manage tasks in a fast-paced environment with many moving pieces and stakeholders and ensure goals reach or surpass the finish line. You shift priorities and objectives as the business needs change. You possess internal motivation and drive with a track record of delivering results. -Works proficiently in a fast-paced environment with a high regard to quality, detail, and execution.

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About Coastal Ridge Real Estate

-Coastal Ridge operates three divisions: investment management, property management, and build-to-rent development. -Its investment arm targets undervalued and underutilized properties across risk spectrums to unlock value. -The property-management team oversees operations, tenant relations, and maintenance for owned and third-party assets. -In development, it’s broken ground on innovative build-to-rent communities like Stillwell by Coastal Ridge. -It partners to deliver luxury rentals and design-focused communities in student housing. -Having expanded beyond Ohio into California, Florida, Texas, and scattered-site urban markets, it blends local reach with national scale.

Sector Specialisms