New Client Specialist - Jacksonville, FL

Si Holdco; Jacksonville (FL); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Paid time off

401(k) with match

Gym reimbursement

Job summary

Suncoast Property Management in Jacksonville, FL seeks a New Client Specialist to serve as the face of our services for prospective investors.

You will identify and convert leads into signed management agreements, build a robust pipeline, and collaborate with onboarding and property teams to ensure smooth transitions for new clients. The role emphasizes strong communication and results. The position also offers opportunities for growth within a supportive, team-focused culture.

Qualifications

• Proven sales quotas met/exceeded.
• Experience in real estate or property management preferred.
• Strong communication and negotiation skills.

Responsibilities

• Identify, engage, and convert leads into signed property management agreements.
• Build and maintain investor client pipeline through calls and meetings.
• Ensure accurate expectations to reduce early-stage churn.
• Collaborate with onboarding and PM teams for smooth transitions.
• Maintain CRM records and report on performance metrics.

Skills

Sales experience

Real estate knowledge

Account management

Communication skills

Tools

CRM software

Job description

Job Details: Job Location: Jacksonville Main Office - Jacksonville, FL 32256, Position Type: Full Time, Suncoast Property Management, located in Jacksonville, FL, manages more than 2,000 investor-owned rental units and homes across Florida and Sunbelt Regions.

We are expanding our team of career-minded professionals to keep pace with our rapid growth.

At Suncoast Property Management we pride ourselves on our culture and our ability to make our company a place where employees enjoy coming to work each day. We believe hard work is important but we also know that balance is essential. We encourage employees to become their best, both personally and professionally. Everything we produce is a result of the hard work and talent of our team members. We believe that when good ideas are shared, even better things can happen.

The Company offers numerous options to help its employees achieve their financial, professional, and wellness goals including: Medical, dental, and vision insurance options Company-paid life insurance Paid time off 401(k) plan and match Gym reimbursement and more.

Position Purpose

As a New Client Specialist, you will be the face of our property management services to prospective clients.

General Duties and Responsibilities:

• Identify, engage, and convert leads (inbound and outbound) into signed property management agreements
• Present the value of our property management services through discovery calls, demos, and follow-ups. Build and maintain a pipeline of investor clients (individuals and institutional owners) i.e. property owners, landlords, real estate investors & professionals, developers, builders, and realtors through cold calling, emailing, and in-person events
• Ensure accurate expectations are set during the sales process to reduce early-stage client churn
• Collaborate with the onboarding and property management teams to ensure a smooth transition for new clients
• Conduct follow-ups during the first 90 days to ensure client satisfaction and engagement
• Monitor client satisfaction and contract longevity to ensure long-term retention of acquired doors
• Track and respond to feedback or escalations related to accounts you originated
• Achieve and exceed monthly, quarterly, and annual door acquisition goals
• Maintain CRM accuracy, activity logs, and deal tracking to support performance and forecasting
• Regularly report on performance metrics, pipeline status, and client success indicators
• Prepare and distribute necessary documentation and materials to new investors, ensuring all required information is collected and verified
• Assist in the creation and distribution of welcome packages and informational materials for new investors
• Coordinate with various internal departments to ensure smooth integration of new investors into the company's systems and processes
• Maintain open lines of communication with internal teams to ensure that all stakeholders are informed of the progress and status of portfolio transfers and onboarding
• Ensure data accuracy by meticulously inputting, updating, and maintaining investor information in relevant databases
• Collaborate with cross-functional teams to implement improvements and optimize efficiency

Qualifications:

• Proven experience in sales, business development, or account management (real estate or property management experience strongly preferred)
• Proven track record of meeting or exceeding sales quotas
• Strong communication, presentation, negotiation, and relationship-building skills
• Organized, self-motivated and results-driven, with a passion for helping clients succeed

At Suncoast Property Management employment opportunities are based upon personal capabilities and qualifications without regard to race, creed, color, religion, sex, age, ancestry, national origin, disability, veteran status, pregnancy, genetic information, sexual orientation, gender identity, or any other protected characteristic as established by law. If you require a reasonable accommodation to apply for this position please contact our corporate offices.