Teams at CREtelligent

Supports commercial real estate due diligence projects by coordinating timelines, deliverables, documentation, stakeholders, vendors, and clients. Tracks project status, risks, budgets, invoices, and outstanding items; performs quality checks; maintains digital files; assists with reporting and client communications; and contributes to process improvements. The role provides exposure to the full project lifecycle and is suited to someone developing a project management career.

Identifies prospects, generates and manages leads, conducts high-volume outbound outreach, researches target accounts, qualifies opportunities, books discovery calls and demos, and maintains accurate CRM records. The role collaborates with sales leadership to meet activity and revenue targets, tests outreach messaging, reports results, and supports warm handoffs to Account Executives. It offers a progression path into closing sales roles.

Own complex B2B accounts receivable collections tied to commercial real estate closings, coordinating with title, escrow, and clients. Maintain account status documentation, manage escalations and agency placements, lead department process projects, and improve AR reporting including aging, DSO, and coverage. Review and approve AI-assisted workflows while partnering with the AR Manager and supporting finance leadership.