Client Acquisition Associate

As a Client Acquisition Associate (CAA) you are responsible for identifying engaging and qualifying prospective clients that align with Genesis Capitals strategic growth objectives. Serving as the first point of contact for many prospective borrowers the CAA plays a critical role in generating new business opportunities expanding market presence and strengthening the companys pipeline of future lending relationships.

This role combines prospecting relationship development market intelligence and data-driven sales execution. Successful candidates are highly competitive resilient intellectually curious and thrive in a fast-paced performance-oriented environment.

Principal Duties:

ESSENTIAL FUNCTIONS include the following. Other duties may be assigned.

Business Development & Prospecting

• Generate new business opportunities through outbound prospecting across phone email LinkedIn industry events and other engagement channels.
• Identify research and qualify prospective clients within existing and expansion markets.
• Establish and develop relationships with decision-makers business owners and industry stakeholders.
• Communicate Genesis Capitals value proposition products capabilities and differentiators.
• Maintain a consistent cadence of outreach and follow-up activities.

Pipeline & CRM Management

• Maintain accurate prospect activity and pipeline data within Salesforce and other systems.
• Manage prospecting workflows and follow-up schedules with discipline.
• Monitor and report on key performance metrics including outreach activity conversion rates and pipeline progression.

Market Intelligence & Strategy

• Utilize internal and external data sources to identify growth opportunities.
• Analyze market trends competitive activity borrower behavior and geographic opportunities.
• Collaborate with leadership to refine territory and market strategies.

Cross-Functional Collaboration

• Partner with Business Development Credit Marketing Operations and Executive Leadership teams.
• Contribute to process improvements and sales enablement initiatives.
• Ability to effectively and accurately convey information to others.
• Performs related duties as assigned by management.

Education and Experience

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 3-5 years of experience in Sales Business Development Client Acquisition or a similar revenue-generating role.
• Bachelors degree in business Finance Marketing Communications focus in Real Estate field preferred.
• Proven success with outbound prospecting cold calling and pipeline generation.
• Experience within financial services lending real estate or related industries preferred.
• Strong working knowledge of Microsoft Office Suite including Excel PowerPoint and Word.

Knowledge Skills and Abilities

• Sales & Business Development.
• Competitive and results-driven mindset.
• Strong executive communication and presentation skills.
• Ability to build credibility and trust with senior business leaders.
• Strategic thinking and opportunity identification.
• Activity Management.
• High outbound activity orientation.
• Excellent organization and follow-through.
• Consistent CRM usage and pipeline management.
• Strong attention to detail.
• Learning Agility & Coachability.
• Seeks embraces and applies feedback.
• Quickly learns new products markets and sales strategies.
• Demonstrates intellectual curiosity and continuous improvement.
• Professional Attributes.
• Persistent and resilient through rejection and long sales cycles.
• Self-motivated with an ownership mentality.
• Strong business acumen.
• Collaborative team player.
• High integrity and accountability.

While this description is intended to be an accurate reflection of the positions requirements it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify add or remove duties and request other duties as necessary.

By applying for this position the candidate acknowledges that this is not a remote role and is required to be on-site.

Compensation Range: $75000 - $95000/base annual incentive

Equal Employment Opportunity
Were proud to be an equal opportunity employer- and celebrate our employees differences including race color religion sex sexual orientation gender identity national origin age disability and Veteran status. Different makes us better.

Required Experience:

IC