Local Equity · 1 day ago
Analyst, Real Estate Development – Beverly Hills
Beverly Hills, CA
Contract
Onsite
Entry Level
1+ years expLocal Equity is seeking a detail-oriented and proactive Analyst to support their real estate development and project management operations. The role involves configuring and optimizing Salesforce to manage development projects, track deal pipelines, and provide insights throughout the project lifecycle.
Venture Capital & Private Equity
Responsibilities
Administer and maintain Salesforce org, including users, profiles, roles, permissions, and security settings
Configure custom objects, fields, workflows, validation rules, approval processes, and page layouts to support real estate development and project management workflows
Manage data integrity, imports, exports, and ongoing data quality initiatives
Support Salesforce solutions for:
Land acquisition and deal pipeline tracking
Development project milestones, schedules, and dependencies
Budget tracking, cost forecasting, and change orders
Vendor, consultant, and contractor management
Customize Salesforce to reflect project lifecycle stages (e.g., feasibility, design, permitting, construction, close-out)
Support integration of Salesforce with project management, finance, and document management systems
Build and maintain dashboards and reports for executives, project managers, and development teams
Provide real-time visibility into project status, risks, timelines, and financial performance
Analyze system usage and recommend enhancements to improve efficiency and adoption
Serve as the primary point of contact for Salesforce users across development, construction, finance, and leadership teams
Provide user training, documentation, and ongoing support
Gather business requirements and translate them into scalable Salesforce solutions
Identify opportunities to automate processes and improve workflows
Manage Salesforce releases, testing, and deployment of new features
Ensure compliance with internal controls, data governance, and security standards
Qualification
Required
Bachelor's degree in Information Systems, Business, Real Estate, or a related field (or equivalent experience)
1+ years of experience as a Salesforce Administrator
Salesforce Administrator Certification (ADM 201) preferred
Experience supporting real estate development, construction, or project-based organizations
Strong understanding of Salesforce objects, automation tools (Flow, Process Builder), and reporting
Preferred
Experience with Salesforce integrations
Familiarity with real estate development workflows, budgeting, and project lifecycle management
Experience with Salesforce Lightning Experience
Additional Salesforce certifications (Advanced Admin, Platform App Builder)
Benefits
Opportunity to work on complex, high-impact real estate development projects
Collaborative and growth-oriented work environment
Professional development and Salesforce certification support
Company
Local Equity
Local Equity is an impact investment and economic development firm in the Inland Empire.
2-10 employees
H1B Sponsorship
Local Equity has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
Funding
Current Stage
Early StageCompany data provided by crunchbase