Marketing Director

Real Estate Transition Solutions, LLC; Mercer Island (WA); On-site; USD 150,000 - 210,000; Full time

Job summary

Real Estate Transition Solutions is seeking a Director of Marketing to lead RETS’s integrated sales and marketing organization, driving sustainable revenue growth from market awareness to qualification, and partnering with the investment advisory team and leadership.

You will build a predictable pipeline, improve conversion, manage budget, and oversee digital marketing, content, SEO, events, and brand positioning while ensuring Salesforce delivers actionable data.

Qualifications

• Bachelor’s degree in business administration, marketing, communications, or a related field.
• Proven success in a senior Sales, Marketing, Growth, or integrated leadership role with revenue/pipeline accountability.
• Experience in a complex, consultative sales environment with qualification and engagement before clients.
• Experience leading Sales Development, Sales, Business Development, Marketing, or similar revenue-generating functions.
• Proven experience building and scaling high-performing teams and evolving structure as needs change.
• Strong analytical capability for pipeline and revenue forecasts from data.
• Ability to evaluate and scale acquisition channels based on lead quality and ROI.
• Strong CRM and data-analysis knowledge; Salesforce experience preferred.
• Broad knowledge of modern marketing: demand generation, digital, content, SEO, events, partnerships, branding.
• Experience in Real Estate, Financial Services, or other high-value consultative sales is a plus.
• Strong leadership and communication to translate performance into insights.
• Entrepreneurial, adaptable mindset with strategy and hands-on execution.

Responsibilities

• Develop and lead an integrated Marketing strategy aligned with growth objectives.
• Own demand generation and qualification to create a qualified pipeline.
• Set clear Marketing priorities balancing near-term and long-term initiatives.
• Build pipeline forecasts using lead volume, qualification, and conversion rates.
• Evaluate acquisition mix and test scale new channels for growth.
• End-to-end prospect acquisition, qualification process, and CRM discipline.
• Monitor KPIs for lead quality, pipeline velocity, costs, and revenue.
• Collaborate with Investment Advisor team to align sales and marketing.
• Oversee digital marketing, events, partnerships, and brand strategy.
• Ensure Salesforce provides reliable data for forecasting and reporting.
• Provide regular leadership reports linking activity to revenue.
• Manage Sales & Marketing budget and forecasting.

Skills

Strategic marketing leadership

Revenue leadership

CRM & Salesforce

Analytics & forecasting

Team building

Channel optimization

B2B consultative sales

Communication skills

Adaptable management

EOS familiarity

Education

Bachelor’s degree in business administration, marketing, communications, or related field

Tools

Salesforce CRM

CRM platforms

Job description

Are you seeking an opportunity to join an established company focused on growth, integrity, collaboration, and doing business the right way? Real Estate Transition Solutions (RETS) is seeking this individual to contribute in a direct and meaningful way as we continue to capitalize on the significant market opportunity ahead.

Real Estate Transition Solutions (RETS) is a highly respected, fast-growing real estate investment advisory firm specializing in tax-deferred 1031 Exchange strategies & Delaware Statutory Trust (DST) investments. Based in Mercer Island, Washington, RETS has represented our clients in the acquisition of over $1.6 billion of institutional real estate. Our firm is client centric, growth focused, and results driven. RETS provides a constructive working environment where collaboration, productivity and authenticity are both fostered and expected. Visit our website at:www.RE-Transition.com.

Job Summary

The Director of Marketing is a key leadership position responsible for leading RETS’s integrated sales and marketing organization and driving sustainable revenue growth. This role owns the revenue-generation engine from market awareness and lead generation through prospect development and qualification, leading to a handoff to the real-estate investment Advisor team. The Director is responsible for developing and executing growth strategies, building a predictable pipeline of qualified opportunities, improving conversion across the sales funnel, and using sales and marketing data to forecast future business performance. This leader oversees Marketing while partnering closely with the real-estate investment Advisor team and company leadership.

Job Responsibilities

• Develop and lead an integrated Marketing strategy aligned with company growth objectives, revenue targets, and financial goals.
• Own the strategy for generating demand, developing and qualifying prospects, and creating a consistent pipeline of high-quality opportunities for the real-estate investment Advisor team.
• Establish clear priorities across Marketing, balancing near-term revenue opportunities with longer‑term strategic initiatives.
• Build and maintain pipeline and revenue forecasts using lead volume, qualification and conversion rates, sales‑cycle timing, channel performance, and historical results.
• Evaluate the company’s acquisition mix and identify, test, measure, and scale new channels capable of generating qualified prospects and profitable growth.

Operations:

• Develop and continuously improve the end‑to‑end prospect acquisition and qualification process, including lead management, qualification criteria, follow‑up standards, sales stages, CRM discipline, and handoff to the real‑estate investment Advisor team.
• Establish and monitor Marketing KPIs that provide visibility into lead quality, pipeline velocity, conversion, acquisition costs, channel performance, and revenue outcomes.
• Identify friction or leakage in the funnel and lead efforts to improve conversion and client acquisition.
• Partner closely with the real‑estate investment Advisor team to understand downstream conversion, client quality, capacity, and feedback to continuously improve Sales and Marketing efforts.
• Oversee digital marketing, demand generation, content, SEO, website strategy, events, partnerships, referral channels, marketing communications, and brand positioning.
• Ensure Salesforce and related systems provide reliable, actionable data for lead management, pipeline visibility, attribution, forecasting, and revenue performance.
• Provide regular reporting to leadership and ownership, connecting Sales and Marketing activity to pipeline, revenue, opportunities, risks, and resource requirements.
• Manage the Sales and Marketing budget and contribute to the company’s forecasting and budgeting process.

Supervisory Responsibilities:

• Lead and develop the Marketing team, Sales Development/SDR function and Business Development.
• Build a high‑performing, collaborative Sales and Marketing culture focused on accountability, continuous improvement, and measurable business outcomes.
• Assess the capabilities, structure, roles, and resource needs across Sales and Marketing and recommend changes necessary to support company growth.
• Recruit, hire, coach, develop, and evaluate team members as the organization evolves.

Qualifications and Skills:

• Bachelor’s degree in business administration, marketing, communications, or a related field.
• Proven success in a senior Sales, Marketing, Growth, or integrated commercial leadership role with accountability for revenue and pipeline outcomes.
• Experience in a complex, consultative sales environment where prospects move through qualification and sales or advisor engagement before becoming clients.
• Experience leading Sales Development, Sales, Business Development, Marketing, or similarly connected revenue‑generation functions.
• Demonstrated experience building and scaling high‑performing teams, including assessing capabilities, identifying talent and skill gaps, and evolving team structure as business needs change.
• Strong analytical capability with experience developing pipeline and revenue forecasts from sales and marketing data.
• Proven ability to evaluate and scale acquisition channels based on lead quality, conversion, economics, and revenue contribution.
• Strong understanding of CRM systems, pipeline management, marketing attribution, data analysis, and performance reporting. Salesforce experience strongly preferred.
• Broad knowledge of modern marketing disciplines, including demand generation, digital marketing, content, SEO, events, partnerships, brand, and marketing communications.
• Experience in Real Estate, Financial Services, wealth management, professional services, or another high‑value consultative sales environment preferred.
• Strong leadership and communication skills with the ability to develop teams, drive accountability, and translate Sales and Marketing performance into clear business insights.
• Flexible and adaptive management style, with an entrepreneurial mindset and the ability to move comfortably between strategy and hands‑on execution.
• Familiarity with the Entrepreneurial Operating System (EOS) is a plus.

Employment is contingent upon successfully completing all FINRA-required background screening and fingerprinting requirements.