Remote CRE Sales Associate—Institutional Coverage

Page Mechanical Group, Inc.; New York (NY); Remote; USD 45,000 - 55,000; Full time

Job summary

SURMOUNT is seeking a Sales Associate to join its Institutional Coverage Group in a remote capacity across the United States. You will identify prospective clients, build a robust prospect database, and generate qualified meetings for senior team members.

The role emphasizes high-volume outbound outreach, relationship building, and achievement of measurable activity and revenue goals within a fast-paced, entrepreneurial environment.

Qualifications

• 1+ year of experience in sales, business development, commercial real estate, financial services or another high-volume client-facing environment preferred.
• Demonstrated interest in sales, business development, commercial real estate, investing, or financial services.
• Comfortable conducting significant proactive outbound calling and prospecting on a daily basis.
• Resilient, persistent, and competitive, with the ability to remain motivated and productive in a high-volume outbound sales environment.
• Excellent verbal and written communication skills and a professional telephone presence.
• Highly organized with strong attention to detail and disciplined follow-through.
• Ability to independently manage a large volume of prospects and ongoing follow-up activity.
• Strong research skills and intellectual curiosity.
• Proficiency with Microsoft Office; experience with CRM platforms and prospecting tools preferred.

Responsibilities

• Conduct consistent, high-volume outbound prospecting including approximately 100+ calls and emails a day to prospective clients and key decision makers.
• Identify and research prospective institutional commercial real estate clients across targeted industries, ownership groups, and markets.
• Build, maintain, and continuously expand a comprehensive database of prospective clients, companies, and key decision-makers.
• Develop a strong understanding of SURMOUNT's capabilities and effectively communicate the firm's value proposition to prospective clients.
• Qualify prospective clients and business opportunities based on established Institutional Coverage Group criteria.
• Generate and schedule qualified introductory meetings for senior members of the Institutional Coverage Group.
• Coordinate internally to ensure senior coverage professionals are properly prepared for prospect meetings and have relevant background information.
• Maintain detailed and accurate records of prospecting activity, conversations, follow-up items, meetings, and opportunities within the firm's CRM.
• Conduct ongoing research to identify new companies, ownership groups, portfolios, transactions, and other potential business development opportunities.
• Consistently follow up with prospective clients to develop relationships and convert initial outreach into meetings, pitches, and potential engagements.
• Track and report against established activity and performance metrics, including outreach volume, new contacts, qualified prospects, meetings generated, and resulting business opportunities.
• Collaborate with members of the Institutional Coverage Group and SURMOUNT's broader Brokerage, Advisory, Capital Markets, Development, and Principal Investment teams to identify and pursue potential opportunities.

Skills

Sales experience

Business development

Commercial real estate

Financial services

Tools

CRM platforms

Microsoft Office

Job description

SURMOUNT is seeking a Sales Associate to join its Institutional Coverage Group in a remote capacity across the United States. You will identify prospective clients, build a robust prospect database, and generate qualified meetings for senior team members.

The role emphasizes high-volume outbound outreach, relationship building, and achievement of measurable activity and revenue goals within a fast-paced, entrepreneurial environment.