New Client Specialist

Reposted Yesterday
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32256, Jacksonville, FL, USA
In-Office
Mid level
Professional Services • Real Estate • Industrial
The Role
Sell property management services to prospective owners and investors by identifying, engaging, and converting leads. Build and maintain a pipeline, meet acquisition goals, ensure smooth onboarding and client satisfaction, maintain CRM and reporting, and collaborate cross-functionally to retain and grow managed properties.
Summary Generated by Built In

Suncoast Property Management, located in Jacksonville, FL, manages more than 2,000 investor-owned rental units and homes across Florida and Sunbelt Regions.  Our tenant- and investor-focused approach to property management has helped us grow into one of the largest property management companies in Northeast Florida. 

We are expanding our team of career-minded professionals to keep pace with our rapid growth.  

At Suncoast Property Management we pride ourselves on our culture and our ability to make our company a place where employees enjoy coming to work each day. We believe hard work is important but we also know that balance is essential. We encourage employees to become their best, both personally and professionally. Everything we produce is a result of the hard work and talent of our team members. We believe that when good ideas are shared, even better things can happen.  

The Company offers numerous options to help its employees achieve their financial, professional, and wellness goals including: Medical, dental, and vision insurance options Company-paid life insurance Paid time off 401(k) plan and match Gym reimbursement and more.   

Position Purpose:

As a New Client Specialist, you will be the face of our property management services to prospective clients.

Your primary responsibility will be to generate new property management agreements by identifying and converting leads, networking with real estate professionals, and delivering compelling value propositions to property owners and investors.  


General Duties and Responsibilities:

  • Identify, engage, and convert leads (inbound and outbound) into signed property management agreements
  • Present the value of our property management services through discovery calls, demos, and follow-ups. Build and maintain a pipeline of investor clients (individuals and institutional owners) i.e. property owners, landlords, real estate investors & professionals, developers, builders, and realtors through cold calling, emailing, and in-person events
  • Ensure accurate expectations are set during the sales process to reduce early-stage client churn
  • Collaborate with the onboarding and property management teams to ensure a smooth transition for new clients
  • Conduct follow-ups during the first 90 days to ensure client satisfaction and engagement
  • Monitor client satisfaction and contract longevity to ensure long-term retention of acquired doors
  • Track and respond to feedback or escalations related to accounts you originated
  • Achieve and exceed monthly, quarterly, and annual door acquisition goals
  • Maintain CRM accuracy, activity logs, and deal tracking to support performance and forecasting
  • Regularly report on performance metrics, pipeline status, and client success indicators
  • Prepare and distribute necessary documentation and materials to new investors, ensuring all required information is collected and verified
  • Assist in the creation and distribution of welcome packages and informational materials for new investors
  • Coordinate with various internal departments to ensure smooth integration of new investors into the company's systems and processes
  • Maintain open lines of communication with internal teams to ensure that all stakeholders are informed of the progress and status of portfolio transfers and onboarding
  • Ensure data accuracy by meticulously inputting, updating, and maintaining investor information in relevant databases
  • Collaborate with cross-functional teams to implement improvements and optimize efficiency

Qualifications:

  • Proven experience in sales, business development, or account management (real estate or property management experience strongly preferred)
  • Proven track record of meeting or exceeding sales quotas
  • Strong communication, presentation, negotiation, and relationship-building skills
  • Organized, self-motivated and results-driven, with a passion for helping clients succeed

At Suncoast Property Management employment opportunities are based upon personal capabilities and qualifications without regard to race, creed, color, religion, sex, age, ancestry, national origin, disability, veteran status, pregnancy, genetic information, sexual orientation, gender identity, or any other protected characteristic as established by law. If you require a reasonable accommodation to apply for this position please contact our corporate offices.  

Skills Required

  • Proven experience in sales, business development, or account management
  • Real estate or property management experience
  • Proven track record of meeting or exceeding sales quotas
  • Strong communication, presentation, negotiation, and relationship-building skills
  • Organized, self-motivated, and results-driven
  • Experience maintaining CRM accuracy, activity logs, and deal tracking
  • Ability to prospect via cold calling, emailing, networking, and in-person events
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The Company

What We Do

SI Holdco LLC operates as a holding company. Through its subsidiaries, including Southern Impression Homes, it provides construction services and develops and builds detached rental housing.

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