Walter: Data Analytics & CRM Lead – Private Equity Real Estate
Role highlights
Full Time
Permanent
Lead
Remote
This role requires a seasoned data analytics and CRM lead with 3 to 6 years of experience in data operations, CRM administration, or analytics, preferably within financial or real estate sectors. The candidate must demonstrate advanced expertise in HubSpot CRM, including full ownership of fields, workflows, data hygiene, permissions, automation, and custom reporting. Strong skills in designing and maintaining analytical dashboards for sales leadership are essential, focusing on metrics such as conversion funnels, cycle times, velocity by persona, and cost per close. The position demands proficiency in Excel with advanced analytical capabilities, including pivot tables and complex formulas. Experience with real estate management platforms like AppFolio or ResMan is preferred, alongside the ability to extract, normalize, and visualize property-level data related to leasing, rent growth, delinquency, and occupancy rates. Bonus skills include building automated dashboards using Power BI, Tableau, or Data Studio. The ideal candidate is naturally analytical, enjoys solving complex business problems through data, and excels in building scalable systems. They must thrive in fast-paced environments, capable of autonomously leading the function while collaborating effectively with marketing, sales, and investment management teams. The role involves translating complex data into actionable business intelligence, generating performance insights to optimize marketing spend and sales focus, and automating manual reporting workflows to enhance staff efficiency and data transparency.
About the role
Headquarters: Remote
URL: http://gowalter.co
Role Summary
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.
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, cost per close)
- Collaborate with commercial teams to execute CRM-based automation for 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 profile high-value investor personas
- Identify leads that convert 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 visualizing key property-level metrics: leasing results, rent growth, delinquency, occupancy rates
- Automate manual reporting workflows to increase staff efficiency and boost data transparency
Requirements
- 3–6 years of experience in data operations, CRM administration, or analytics roles (ideally supporting sales and marketing)
- Experience in a financial or real estate-related industry preferred
Technical & Systems Expertise
- HubSpot CRM: Advanced capability in workflow development, automation, and custom reporting
- Excel: Advanced analytical skills, including mastery of pivot tables and complex formulas
- Real Estate Systems: Experience with AppFolio, ResMan, or similar platforms preferred
- Bonus: Experience building automated dashboards with Power BI, Tableau, or Data Studio
Work Style
- Naturally analytical; enjoys solving business problems with data and building scalable systems
- Thrives in fast-moving environments; comfortable leading a function autonomously
- Strong collaborator; able to partner effectively with marketing, sales, and investment teams
How to Apply
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