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