Account Manager & SDR (Conveyancing)

Teams Squared; Philippines; Hybrid; PHP 3,490,000 - 5,236,000; Full time

Benefits offered by this job

Competitive AUD remuneration package

Cutting-edge technology

Training and development opportunities

Job summary

Teams Squared in the Philippines is seeking an experienced Account Manager & SDR with strong property conveyancing, business development and client management expertise. The role combines outbound prospecting to generate conveyancing business with managing and growing client relationships, guiding matters from inquiry to settlement.

You will build referral partnerships with real estate professionals, qualify leads, run discovery calls, maintain CRM data, and report on pipeline performance.

Qualifications

• Experience in property conveyancing and handling matters from contract to settlement.
• Proven ability to generate new business via outbound calls, emails and LinkedIn.
• Strong client relationship management and account growth track record.
• Experience with CRM tools like HubSpot or Salesforce.
• Excellent written and verbal English communication.
• Ability to work independently in a hybrid/remote setup.

Responsibilities

• Prospect and generate new business through outbound calls, emails and LinkedIn outreach
• Identify, approach and build referral partnerships with real estate agents, mortgage brokers, lenders and property developers
• Qualify inbound and outbound leads and convert them into new conveyancing instructions
• Book and run discovery calls and meetings with prospective clients and referral partners
• Manage a portfolio of conveyancing clients and referral partners as their primary point of contact
• Keep clients informed of matter progress, key dates and settlement timelines
• Coordinate with conveyancers, lawyers and support staff to ensure matters progress on time
• Explain the conveyancing process, contract terms and next steps to clients in clear, plain language
• Handle client queries and escalations professionally and drive them to resolution
• Grow existing accounts and maximise repeat and referral business
• Maintain accurate lead, pipeline and account data in CRM and practice management systems
• Track and report on outreach activity, pipeline, conversion and account performance

Skills

Property conveyancing

Sales development

Account management

Outbound prospecting

Relationship management

Client communication

Negotiation

CRM proficiency

Independent work

Education

Conveyancing, law, or business qualification

Tools

HubSpot

Salesforce

Job description

We are currently seeking an experienced Account Manager & Sales Development Representative (SDR) with strong experience in property conveyancing, business development and client relationship management. This is a hybrid role: the ideal candidate will generate new conveyancing business through outbound prospecting and referral partner development, then manage and grow those relationships, keeping clients informed and property matters moving through to settlement. Experience in residential and commercial conveyancing combined with a proven track record in sales or lead generation is highly desirable.

Responsibilities

• Prospect and generate new business through outbound calls, emails and LinkedIn outreach
• Identify, approach and build referral partnerships with real estate agents, mortgage brokers, lenders and property developers
• Qualify inbound and outbound leads and convert them into new conveyancing instructions
• Book and run discovery calls and meetings with prospective clients and referral partners
• Manage a portfolio of conveyancing clients and referral partners as their primary point of contact
• Keep clients informed of matter progress, key dates and settlement timelines
• Coordinate with conveyancers, lawyers and support staff to ensure matters progress on time
• Explain the conveyancing process, contract terms and next steps to clients in clear, plain language
• Handle client queries and escalations professionally and drive them to resolution
• Grow existing accounts and maximise repeat and referral business
• Maintain accurate lead, pipeline and account data in CRM and practice management systems
• Track and report on outreach activity, pipeline, conversion and account performance

Qualifications

• Proven experience in property conveyancing, either as a conveyancer, conveyancing clerk, paralegal or in a conveyancing client management role
• Solid understanding of the residential and commercial conveyancing process from contract to settlement
• Demonstrated experience in sales development, business development, lead generation or a similar target-driven role
• Experience in account management or client relationship management
• Confidence with outbound prospecting, including cold calling and email outreach
• Track record of meeting or exceeding activity, pipeline or sales targets is highly desirable
• A qualification in conveyancing, law, business or a related field is highly desirable
• Experience using CRM tools such as HubSpot or Salesforce is advantageous
• Experience with electronic settlement platforms and conveyancing practice management software is advantageous
• Excellent written and verbal English communication skills
• Strong negotiation, persuasion and stakeholder management skills
• High attention to detail with strong organisational and time management skills
• Ability to work independently in a remote environment

• Competitive AUD remuneration package.
• Access to cutting-edge technology to enhance your performance.
• Regular training and professional development opportunities.

Teams Squared is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.