Customer Acquisition Specialist
Lead conversion
Contact and qualify CRM leads via calls, emails, and meetings to introduce Nawy Unlocked’s services.
Schedule and conduct follow-ups to nurture prospects through the sales pipeline.
Proposal development
Assist in preparing and issuing financial proposals tailored to client needs (e.g., property valuation, investment plans).
Project support
Work closely with Customer Acquisition Managers to execute ongoing projects, including client onboarding and portfolio management.
Conduct site visits to assess properties and build client trust, when needed.
Documentation
Prepare and review contracts, power of attorney (POA) documents, and transaction records.
Maintain organized digital records of client interactions and agreements.
Market intelligence
Provide insights on client preferences and market trends to refine acquisition strategies.
Requirements
- Experience: 2-3 years in client acquisition, sales, or account management.
- Industry preference: Background in architecture, real estate, or financial services is a strong plus.
- Skills:
- Proficiency in CRM tools
- Strong negotiation and relationship-building abilities.
- Mobility: Willingness to conduct occasional site visits.