Data Analytics & CRM Lead – Private Equity Real Estate

Posted 12 hours ago

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Role Overview

This is a high-impact, analytical role responsible for administering the firm's critical data infrastructure and translating complex data into actionable business intelligence. The Data Analytics & CRM Lead will fully own the HubSpot CRM, generate performance insights for marketing and sales, and develop operational analytics to support the Investment Management team.

Key Responsibilities

HubSpot CRM Administration & Automation:
- Full ownership of HubSpot, including managing fields, workflows, data hygiene, permissions, automation, and reporting.
- Design, build, and maintain analytical dashboards for sales leadership: conversion funnel, cycle time, velocity by persona, and cost per close.
- Collaborate with commercial teams to execute CRM-based automation that drives pipeline efficiency and scalability.
- Maintain HubSpot infrastructure as new offerings, personas, and workflows evolve.
Marketing & Sales Performance Insights:
- Analyze CRM, ad channel, campaign, and team activity data to uncover and profile high-value investor personas.
- Identify which leads convert the fastest, invest the most, and require the least sales lift.
- Provide weekly and monthly performance insights to optimize marketing spend and refine outbound sales focus.
Asset Management Data & Operational Analytics:
- Extract and normalize data from property management platforms (e.g., AppFolio, ResMan).
- Build dashboards that visualize key property-level metrics: leasing results, rent growth, delinquency, and occupancy rates.
- Automate manual reporting workflows to increase staff efficiency and boost data transparency across the firm.

Candidate Requirements

Prior Experience: 3–6 years of experience focused on data operations, CRM administration, or analytics roles, ideally supporting sales and marketing functions. Experience in a financial or real estate-related industry is preferred.
Technical & Systems Expertise:
- HubSpot CRM:Advanced capability required in workflow development, automation, and custom reporting.
- Excel:Required advanced analytical skills, including mastery of pivot tables and complex formulas.
- Real Estate Systems: Experience with AppFolio, ResMan, or similar property management platforms is preferred.
- Bonus: Experience building automated dashboards using tools like Power BI, Tableau, or Data Studio.
Work Style:
- Naturally analytical, loves solving business problems with data and building scalable systems.
- Thrives in fast-moving environments and is comfortable leading a function autonomously.
- Strong collaborator, able to partner effectively with marketing, sales, and investment teams.