Client Success Associate

POSITION SUMMARY

You will be the first point of contact for potential clients who express interest in our investment funds and our educational programs. Your goal is to qualify leads, build trust, and schedule calls for senior members of our Client Success Team. Success in this role requires excellent communication skills, persistence, and the ability to inspire confidence in our prospects. Some previous experience in a sales role is preferred.

ABOUT US

KRI is a vertically integrated real estate private equity firm offering real estate investment products and investor education.

At KRI, we’ve been investing in multifamily real estate projects since 1997. Over the years, we’ve developed best practices so superior that investment firms and investors come to learn from us. What makes us different are the best practices in research, underwriting, business planning, and management that are so superior we teach them to other firms and investors.

We are transparent and aligned in our pursuit to see every team member reach their personal, professional, and financial goals through the work we do together. Our core values are the backbone of our business and guide our hiring process: we are inspirational, disciplined, accountable, transparent, aligned, and results-oriented.

OBJECTIVES·

• Utilize outbound sales calls, video presentations, text messages, emails, etc. to communicate with potential prospects to generate new clients for our programs.
• Make 100 outbound phone calls daily to achieve business development goals.
• Timely respond to inbound calls, leads, referrals, and other sources to generate new clients for our programs.
• Use HubSpot and Aloware to record and manage all leads and relationships.
• Help report and monitor sales related KPIs and metrics.
• Meet sales and activity goals set by the management team which will be modified as products continue to be developed and the firm’s offerings are expanded.
• Participate in all company required training and personal development programs.
• Comprehensive knowledge of all company investment offerings and educational programs.

COMPETENCIES

• Excellent written, verbal, and interpersonal skills.
• Problem Solving - Identify and resolve problems promptly; gather and analyze information skillfully; develop alternative solutions; work well in group problem-solving situations.
• Attention to Detail - Ensure accurate data entry and maintenance of prospect information, preventing errors in scheduling and communication.
• Time Management - Efficiently manage time to make a high volume of calls while maintaining quality interactions and achieving daily/weekly appointment targets.
• Positive Attitude - Maintain a positive and enthusiastic demeanor, contributing to a motivating and energetic work environment.
• Emotional Intelligence - Must demonstrate empathy, effective communication, and emotional awareness to foster a collaborative and supportive work environment.
• Ability to receive and implement feedback for success from internal and external stakeholders.
• Display a willingness to learn and adapt to industry trends and sales techniques, improving upon your own development and the growth of the firm.
• Be goal and growth oriented.
• Demonstrate a consistent commitment to high standards of performance and productivity.
• Exhibit a strong sense of responsibility, reliability, and accountability in completing tasks and meeting deadlines.
• Proficient technical and computer skills with the ability to adapt to new software and technology.
• Working knowledge of Microsoft Office Suite.
• Navigate and effectively use CRM systems, call management tools, and other relevant technologies such as Microsoft Office Suite.
• Understand client flow with the use of funnel marketing, landing pages, and other marketing related entities.

EDUCATION & EXPERIENCE

• Four-year college degree is preferred but not required.
• High school diploma or equivalent is required.
• 1–2 years of relevant experience in sales, customer service, or appointment setting.

PHYSICAL REQUIREMENTS

• Must be able to sit at a desk for prolonged periods and work on a computer.
• Must be able to attend and help set up/tear down at in-person events for which you are a part of.

COMMITMENT TO DIVERSITY

The success of our firm is only possible if we constantly innovate and continue to provide the absolute best-in-class products and services to our clients and investors. To achieve this goal, we must continue to build the best, and most diverse team possible. The diversity of thought, ideas, and cultures is critical, and we consider it the reason for our success.

COMPENSATION

Compensation listed above is a combination of salary plus commission and is an estimate of what can be expected for a successful candidate.

HOW TO APPLY

If you are a top performer, want to be wildly successful in your career, do whatever it takes to get the job done, and have a serious desire for self-development, then we want to hear from you.

Our commitment to your Personal, Professional, & Financial goals is second to none. If you become a member of our team, we will endeavor to help you reach your goals as you help us reach ours.

To be considered for this position, please send your resume to kgee@kripartners.com or do whatever you think is appropriate to introduce yourself to us.

We can’t wait to hear from you!

Job Type: Full-time

Pay: $100,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Professional development assistance
• Retirement plan
• Vision insurance

Compensation Package:

• Bonus opportunities
• Performance bonus

Ability to Relocate:

• Hallandale Beach, FL 33009: Relocate before starting work (Required)

Work Location: In person

Salary : $100,000 - $200,000