Investor Conversion Manager

Terian Group; Orlando (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

A private equity real estate firm in Orlando, Florida, is seeking an Investor Conversion Manager to oversee investor follow-ups and CRM operations. This full-time position involves managing the investor pipeline, ensuring timely communication, and driving capital commitments. The ideal candidate should have strong CRM experience, exceptional organizational skills, and the ability to engage with multiple investors effectively. Competitive salary and performance bonuses will be offered based on experience and contributions to capital raises.

Qualifications

• Strong experience managing CRM systems, especially GoHighLevel.
• Exhibit exceptional organizational skills and disciplined follow-up.
• Possess advanced written communication abilities suitable for investors.
• Ability to manage multiple investor conversations simultaneously.
• Comfortable driving conversations toward action and milestones.

Responsibilities

• Own and manage GoHighLevel CRM and track investor interactions.
• Execute timely follow-ups after investor meetings.
• Maintain professional communication and send meeting recaps.
• Coordinate subscription documents and track funding status to closure.
• Schedule leadership briefings and track investor preferences and timelines.
• Report on pipeline metrics and weekly conversion/capital status.

Skills

Strong CRM experience (GoHighLevel preferred)

Exceptional organization and follow-up discipline

Strong written communication (investor-grade)

Ability to manage multiple investor conversations simultaneously

Comfortable driving conversations toward action

Tools

GoHighLevel

Job description

Job Description: Investor Conversion Manager (ICM)

Position: Full-Time

Reports To: Managing Partners

About Terian Capital

Terian Capital is a private equity real estate investment firm focused on ground-up development projects, structured as a 506(c) fund exclusively for accredited investors. Backed by decades of development experience Terian combines development expertise with institutional capital structuring to create investment opportunities typically reserved for large institutions. The firm invests in multifamily, student housing, and mixed-use projects across high-growth Florida markets.

Position Overview

We are seeking an extremely organized detail-oriented individual that is relentless at follow-up and comfortable pushing for the next steps to become our Investor Conversion Manager (ICM) to manage investor follow-up, CRM operations, and conversion throughout the capital raising process. This role is responsible for ensuring that every investor interaction turns into forward progress, ultimately driving capital commitments and funded investments. You will work directly with senior leadership and support the firm’s Managing Member in converting relationships into closed investments. You are the engine behind the capital raise, and you will manage and move every investor through the pipeline. You will directly influence how much capital the firm raises.

Key Responsibilities

• 🔹 CRM & Pipeline Ownership (Primary Responsibility)
  • Own and manage GoHighLevel CRM
  • Track every investor interaction
  • Ensure all leads are in the correct pipeline stage
  • Maintain zero “stale” opportunities
• 🔹 Investor Follow-Up & Conversion
  • Execute follow-ups after all investor meetings
  • Move investors from: Interest → Commitment → Funding
  • Proactively push next steps with investors
• 🔹 Meeting Recaps & Communication
  • Send recap emails within hours of investor meetings
  • Clearly outline next steps
  • Maintain professional, investor-grade communication
• 🔹 Subscription & Closing Management
  • Coordinate subscription document delivery
  • Track execution and funding statusEnsure timely completion of investments
• 🔹 Investor Coordination
  • Schedule meetings for leadership
  • Prepare briefing notes for investor conversations
  • Track investor preferences and timelines
• 🔹 Reporting & Accountability
  • Track pipeline metrics
  • Report weekly on: Conversion rates, Capital committed, Capital funded

Required Skills & Tools

• Strong CRM experience (GoHighLevel preferred)
• Exceptional organization and follow-up discipline
• Strong written communication (investor-grade)
• Ability to manage multiple investor conversations simultaneously
• Comfortable driving conversations toward action.

Preferred Qualifications

• Prior experience marketing a 506(c) private offering
• Familiarity with real estate development and investment terminology
• Track record of working with accredited investors, RIAs, family offices, or HNWIs

What Success Looks Like

• Investors consistently move through the pipeline
• Follow-ups happen without delay
• Capital commitments convert into funding
• Pipeline is always clean and current.

Compensation

• Salary: Competitive base salary based on experience
• Incentives: Performance bonus tied to capital raise.