Investor Relations Sales Analytics

The Investor Relations Sales Analytics Manager is responsible for ensuring all data and pipeline reports within the team's CRM are accurate and up to date. The IR Sales Analytics Manager will work closely with the Funds Team Leadership to develop and implement relevant pipeline reports for capital raising, event tracking, and activity volume, and to ensure team members know how to pull and use the reports effectively. This person will work with the Leaders to review department requirements and requests to make digesting data easier and more efficient. The IR Sales Analytics [Associate/Manager] enjoys reviewing data and pipelines to ensure the CRM system is clean and effective. This person enjoys collaboration with team members to understand problems and create innovative solutions.

What you have already achieved: (Requirements)

• Advanced Data Analysis Skills: Minimum of 3-5 years of hands-on experience in data analysis, including data cleansing, data transformation, and data validation. Proficiency in SQL or similar data manipulation language is a plus.
• HubSpot Expertise: Must have a deep understanding of CRM systems, with a particular emphasis on HubSpot. HubSpot certification is preferred.
• Technical Proficiency: Strong technical background with experience in data integration, ETL processes and workflows.
• Investor Relations Experience:  Capital raising, Investor Relations, and Sales experience is a plus, particularly real estate fund related experience. 
• Business Acumen: Ability to grasp complex business requirements and translate them into actionable data analysis and reporting solutions.
• Dashboard and Reporting Development: Proven track record in designing and building interactive dashboards and reports using tools like HubSpot, Tableau, Power BI, or equivalent.
• API Integration Experience: Previous experience in integrating and working with APIs to extract and push data from/to CRM systems, especially HubSpot.                                
• Problem Solving: Exceptional problem-solving skills with a knack for identifying data-related issues and proposing innovative solutions.
• Multitasking: Strong multitasking abilities to handle multiple data-related projects/reports and meet tight deadlines.
• Google Suite: Proficiency in using G Suite products, especially Google Sheets and Google Data Studio.

What you are great at: (Responsibilities) 

• Review and validate CRM data entries to ensure accuracy and completeness, and maintain data integrity through ongoing cleanup and validation.
• Develop templates and training materials to empower team members in utilizing the CRM effectively.
• Collaborate with department leaders to understand their data requirements and streamline data presentation.
• Work closely with the marketing team to align sales initiatives and marketing campaigns through the CRM.
• Lead HubSpot integration efforts in partnership with IT and Marketing teams; integration with FINTRX, Appfolio, other Funds systems.
• Create and manage playbooks and workflows in HubSpot to enhance investor interactions.
• Leverage CRM, AppFolio, and relevant company tools to record all investor interactions to maximize the efficiency and effectiveness of sales, operations, and DLP leadership.
• Create content dashboards and reports based on team members and department needs.
• Create workflows in HubSpot for all interactions with investors (playbook workflows, survey workflows, document management workflows, communication workflows, etc.)
• Collaborate with IT to ensure accurate data flow from CRM to Data Warehouse for precise reporting.
• Support Fund marketing efforts by segmenting the database of investors and prospects and creating marketing/call lists and campaigns based on needs.
• Assist IT with data enhancement projects using tools such as ZoomInfo and third-party vendors.
• Data Quality Management: Expertise in maintaining data quality through data cleansing, validation, and enrichment techniques.
• HubSpot scripting and automation: Scripting and Automation: Proficiency in scripting languages for automating data-related tasks and workflows.
• Statistical Analysis: Knowledge of statistical analysis techniques to derive actionable insights from data.
• Database Management: Experience working with relational databases and SQL queries for data extraction and manipulation.
• Technical Documentation: Ability to create comprehensive technical documentation for data processes, procedures, and workflows.
• Advanced Excel Skills: Strong Excel skills, including data modeling, pivot tables, and formula creation.
• Big Data Concepts: Familiarity with big data concepts and tools is a plus.
• Data Security: Understanding of data security best practices and compliance requirements.

What you’re motivated by: 

• Making an impact. Whether it's the residents who call our Thriving Communities home, the investors who trust us to be stewards of their capital,  or the sponsors we work with to 10x their business, everything we do is about making an impact. 
• Challenges. You see roadblocks as opportunities and are proactive in finding solutions. 
• Growth. We’ve been named to the Inc. 5000 as one of the Fastest-Growing Private Companies in America for thirteen consecutive years. 

Who We Are

What We Do In One Sentence:

We finance the building of Thriving Communities. 

Our Mission:

We are changing the nation through the building of Thriving Communities. We are the leader in funding the building of Thriving Communities centered in safe, attainable housing. 

Our Purpose:

To passionately make an extraordinary impact by transforming lives and building Thriving Communities. 

Our Big, Hairy, Audacious Goal (BHAG):

To positively impact and transform 10 million lives by funding the building of 5,000 Thriving Communities, becoming one of America’s 100 largest private companies.

Our Culture:

• We work hard, marching towards ambitious goals driven by a purpose that’s bigger than ourselves. 
• We are impact-driven, seeking to make a difference not just on the affordable housing crisis but also in the lives of our employees, investors, and partners. 
• We are disciplined, following our exclusive Elite Execution System to develop personally and professionally. 
• We strive to Live Fully, finding fulfillment in all areas of our lives.

Our Core Values:

Driven For Greatness: We are driven by the pursuit of knowledge and the paramount importance of a growth mindset, cultivating greatness both personally and professionally.

Living Fully: We prioritize living fully with a dedication to achieving optimal health in all aspects of life: faith, family, friends, freedom, fun , fulfillment, fitness, and finance.

We are intentional with our time, integrating the 8fs of our life to achieve our goals & God’s goals.

Grit: We have the endurance and unshakable commitment necessary to achieve our visionary long-term goals.

Community: We elevate the greater good over individual interests, magnifying our impact and cultivating thriving relationships with investors, sponsors, residents, and our colleagues.

Authenticity: We are true to ourselves and others, steadfast in our beliefs and values. We hold ourselves and others accountable, fostering open dialogue to propel growth.

Prepared to Win: We apply discipline to our thoughts and our actions, which leads us to put forth consistent effort and commitment doing the important proactive work despite the urgent priorities we face each day. We plan to win, and are prepared for volatility and challenges.

Kingdom Impact: We share God's love and transformative power through our labor, serving everyone in God’s likeness. The world will know God more through our work and how we do it.

Twenty-Mile March: We march towards clear, well-defined goals and objectives with unwavering focus, constantly evaluating our performance and course correcting as needed.

Stewardship: We are guided by our commitments to those who trust us with their capital, their communities, and their careers.

Servant Leadership: We lead with high standards & deep devotion. We display as humble confidence as we build deep relationships and trust. We show the way through the forest, empowering growth, accountability, and a founder’s mentality, with team members regularly asking “What else can I do to achieve the desired results?”

Benefits and Perks:

Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, parental leave, adoption services reimbursement/learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference.

Equal Opportunity Employer:

DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at hr@dlpcapital.com. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.

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