Project Coordinator (Salesforce or HubSpot CRM experience required)

Company Description

AST Defeasance and Rate Cap Advisors is a leading commercial real estate financial products consultant. Since opening in 2006, AST has rapidly grown to become the largest consultant on defeasance and derivative transactions, hired by thousands of the largest real estate owners in the country annually. Our sales team has closed more than 25,000 transactions totaling in excess of $100 billion. No other company can combine ingenuity, know-how and customer service like AST.

Job Description

• Manage and respond to emails on behalf of the executive
• Provide phone support, including screening and directing calls
• Work on projects pertaining to customer updates within the CRM system
• Schedule meetings, appointments, and travel arrangements
• Assist with sales calls, including notetaking, follow-ups, and scheduling client meetings
• Prepare reports, presentations, and other business documents
• Handle confidential information with discretion
• Perform other administrative duties as assigned

Qualifications

• Minimum of five years of experience within an executive level support role
• Experience with a CRM software like Salesforce and/or Hubspot preferred
• Strong communication and interpersonal skills, particularly in a client-facing capacity
• Experience handling sales calls or supporting sales teams is a plus
• Proficiency in Microsoft Office and other relevant business software
• Ability to work independently and efficiently in a small office environment

Additional Information

Compensation: $65-85K

This is a full-time, in person position that will require a 40 + hour work week.