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Real Estate Operations Manager - Private Equity
Posted 28 days agoViewed
💎 Seniority level: Manager
📍 Location: Colombia, Costa Rica, Mexico, Panama, Argentina
🔍 Industry: Investment firm
Requirements:
- Strong Operational Management experience, specifically within an investment firm or marketing agency setting.
- Proven ability to identify, implement, and manage KPIs to drive performance.
- Prior experience managing a team of 3-5 people in a boutique or entrepreneurial environment.
- Strong background in marketing and sales management, working in a business-to-consumer setting.
- Familiarity with HubSpot or similar CRM platforms preferred.
Responsibilities:
- Oversee day-to-day operations with clear plans, dates, and budget deadlines.
- Develop and implement KPI dashboards for Marketing, Sales, and Operations.
- Identify and track the most important KPIs and their supporting metrics.
- Ensure accountability across internal teams and external partners.
- Collaborate with fund administration, CPAs, attorneys, and others to ensure compliance and efficiency.
- Lead marketing campaigns (online advertising, direct response, etc.) with a strong understanding of lead generation.
- Manage or coordinate with third-party marketing firms and oversee strategy, copy, and campaign execution.
- Provide guidance and oversight to the sales team to ensure leads are effectively converted.
- Develop sales strategies, set targets, and monitor performance using CRM tools (HubSpot or similar).
- Ensure the best-performing salespeople remain on the team, coach where needed, and make strategic staffing decisions.
- Streamline onboarding processes to reduce manual hours while maintaining compliance.
- Coordinate the setup of new investment offerings in the investor portal and CRM.
- Oversee investor communications, including newsletters and updates, ensuring timeliness and clarity.
- Track and manage investor requests, compliance documentation, and day-to-day servicing needs.
- Make independent decisions for day-to-day operational needs (up to a certain budget threshold).
- Seek approval for material changes in strategy, direction, budget, and compliance-heavy decisions.
- Present solutions and improvements to the Managing Partner, aiming to expand autonomy as trust is built.
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