DLP Capital · 2 hours ago
Investor Relations Sales Analytics
St Augustine, FL
Full-time
Onsite
Mid, Senior Level
3+ years expDLP Capital is a leader in funding the building of Thriving Communities, and they are seeking an Investor Relations Sales Analytics Manager. This role is responsible for ensuring data accuracy within the team's CRM and collaborating with leadership to develop effective pipeline reports for capital raising and activity tracking.
Financial ServicesLendingReal Estate Investment
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
Qualification
Required
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
Data Quality Management: Expertise in maintaining data quality through data cleansing, validation, and enrichment techniques
HubSpot 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
Data Security: Understanding of data security best practices and compliance requirements
Preferred
HubSpot certification is preferred
Big Data Concepts: Familiarity with big data concepts and tools is a plus
Benefits
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
Company
DLP Capital
DLP Capital is a private, diversified real estate investment firm.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Don Wenner
Founder & CEO
Nick Stonestreet
President Financial Services
Recent News
The Morning Call
2025-11-29
International Business Times
2025-09-02
Company data provided by crunchbase