Remote Job Offers

Posted: November 25, 2025 at 02:48PM

Walter: Data Analytics & CRM Lead – Private Equity Real Estate is required to work remotely. See the details for the remote position below:


Headquarters: Remote
URL: http://gowalter.co

Role Overview

 

This is a high-impact, analytical role responsible for administering the firm's critical data infrastructure and translating complex data into actionable business intelligence. The Data Analytics & CRM Lead will fully own the HubSpot CRM, generate performance insights for marketing and sales, and develop operational analytics to support the Investment Management team.

 

Key Responsibilities

 

  • HubSpot CRM Administration & Automation:

    • Full ownership of HubSpot, including managing fields, workflows, data hygiene, permissions, automation, and reporting.

    • Design, build, and maintain analytical dashboards for sales leadership: conversion funnel, cycle time, velocity by persona, and cost per close.

    • Collaborate with commercial teams to execute CRM-based automation that drives pipeline efficiency and scalability.

    • Maintain HubSpot infrastructure as new offerings, personas, and workflows evolve.

  • Marketing & Sales Performance Insights:

    • Analyze CRM, ad channel, campaign, and team activity data to uncover and profile high-value investor personas.

    • Identify which leads convert the fastest, invest the most, and require the least sales lift.

    • Provide weekly and monthly performance insights to optimize marketing spend and refine outbound sales focus.

  • Asset Management Data & Operational Analytics:

    • Extract and normalize data from property management platforms (e.g., AppFolio, ResMan).

    • Build dashboards that visualize key property-level metrics: leasing results, rent growth, delinquency, and occupancy rates.

    • Automate manual reporting workflows to increase staff efficiency and boost data transparency across the firm.

 

Candidate Requirements

 

  • Prior Experience: 3–6 years of experience focused on data operations, CRM administration, or analytics roles, ideally supporting sales and marketing functions. Experience in a financial or real estate-related industry is preferred.

  • Technical & Systems Expertise:

    • HubSpot CRM: Advanced capability required in workflow development, automation, and custom reporting.

    • Excel: Required advanced analytical skills, including mastery of pivot tables and complex formulas.

    • Real Estate Systems: Experience with AppFolio, ResMan, or similar property management platforms is preferred.

    • Bonus: Experience building automated dashboards using tools like Power BI, Tableau, or Data Studio.

  • Work Style:

    • Naturally analytical, loves solving business problems with data and building scalable systems.

    • Thrives in fast-moving environments and is comfortable leading a function autonomously.

    • Strong collaborator, able to partner effectively with marketing, sales, and investment teams.

To apply: https://weworkremotely.com/remote-jobs/walter-data-analytics-crm-lead-private-equity-real-estate





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