Account Executive Position

Account Executive Position


Real estate firms use (a Real Estate Syndication Software) to save time while raising capital and managing their investors. Our customers manage more than a billion in assets through our platform. SyndicationPro includes a robust and easy to use Investor CRM, Investor Portal and Investment Management Software to nurture leads, digitize fundraising, and centralize investor relations.

About the Account Executive Role

The full-cycle Account Executive role is responsible for turning inbound and outbound leads to long-last relationships. The Account Executive needs to clearly understand the product and the value proposition for our clients. Responsibilities are broken down into below:

Lead Generation (25%) While we have a decent flow of inbound leads and an SDR to generate outbound leads, the Account Executive will also be partly responsible for generating his/her own leads. The expectation is to spend about 2 hours (about 70 to 100) dials making outbound calls using our CRM/day.

Nurturing New Leads/Demos (25%) We are expecting 2 to 3 Demos scheduled every day from both inbound and outbound leads. Each Demo takes about 45 minutes to an hour including following up with the next steps. 

Nurturing Existing Leads & Customers (25%) Reach out for the next steps, following up on leads, social selling, and doing other things to be front and center with the client. 

Strategy (10%) Analyzing the results of past campaigns and tweaking future outreach campaigns and approaches. 

Coordination & Administrative(15%) Updating templates, the CRM, coordinating with the team as required.

What is in for you?

This is quite honestly an enviable position for anyone looking to become a successful real estate investor! You will have insider access to deals and people and will learn actionable advice from the best in this industry. This position is more like an MBA in Real Estate!

Requirements for the Account Executive Role

Nice to Have

How to Apply

Please email your resume or send your Linkedin Profile to A short cover letter stating about you and why you are the right fit would also be appreciated.