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.