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Salesforce Manager

Job ID 17
Los Angeles, CA

The Role
 

In this role, you will provide strategic direction for, as well as direct the management and maintenance of, ARA’s ongoing Salesforce initiatives, including optimizing and enhancing the platform to meet the evolving needs of our business, with a primary focus on capital raising and new business development, while also supporting the firm’s real estate functions in asset management, accounting, and investments. The ideal candidate will work with business line leads, as well as with the IT team to create an overall Salesforce management plan and develop, test, and deploy new Salesforce features and functionality, and to optimize our current user experience. You will drive the achievement of best practices in training, strong data integrity, security, and user adoption.

The candidate must have a deep understanding of the Salesforce platform, including all aspects of user management, support tickets, training, and designing solutions with the end user in mind. You will need to be comfortable with change management and governance, as well as envisioning, communicating, prioritizing, and maintaining all aspects of a Salesforce project.

You will have the opportunity to work with a team that is actively using and growing with the platform and will assist and train administrative teams on data management processes.  This position reports directly to the Senior Director of Marketing and Corporate Communications.

This role is based in ARA’s downtown Los Angeles office, and candidates will be expected to be Southern California residents and commute to the office.

Essential Functions
 

• Oversee and tailor the Salesforce CRM for account management, crafting the user experience, and administering users, data, workflows, and integrations.
• Create and update layouts, customized reports, dashboards, and workflows to support business procedures.
• Maintain the cleanliness of CRM data, including importing and exporting data inside and outside the CRM system.
• Manage and drive administrative functions to establish and implement best practices and processes for integrity of contact data
• Increase and encourage user engagement and dialog firmwide to capture on-going needs, ideas, complaints, and proactively address them
• Work with different business teams to find and apply enhancements to processes.
• Stay up-to-date on new Salesforce features and functionality, leading implementation and training upon roll-out and bring recommendations for these to firm leadership’s attention. 

 
Candidate Qualifications

Essential Business Experience and Technical Skills
 

• Skilled in tailoring Salesforce CRM to match organizational procedures. Experience with Salesforce Lightning components, marketplace apps from AppExchange, setting up workflows, generating reports/dashboards, creating custom objects, and managing emails.
• Robust analytical abilities, adept at using data to glean insights for business decisions. Grasp of marketing principles, tracking the customer's journey, and overseeing campaigns.
• Capable of pinpointing problems, suggesting viable solutions, and resolving complex issues in technical and business contexts.
• Expertise in collaborating across departments uniting marketing, sales, and IT teams for optimal cooperation.
• Holding Salesforce certifications, inclusive of Salesforce Administrator and Advanced Administrator; Salesforce Business Analyst or Salesforce Marketing Cloud Administrator.
• Ability to communicate complex technological ideas and solutions to non-technical audiences.
• Understanding of sales methodologies, tracking of potential clients, organizing campaigns, and the principles of customer relationship management (CRM). Ability to translate the sales funnel into CRM stages that can help report on and predict sales outcomes.
• Familiar with utilizing marketing automation tools such as Account Engagement. Adept at using email marketing platforms, segmenting customers, and setting up automated campaigns within these systems.
   

Competencies
 

The ideal candidate for this role will exhibit competency in the areas listed below. At ARA, we see possessing these traits as vital to the success of the position:

• Creative Thinking – An innovative thinker who translates thoughts into actionable items.
• Works Collaboratively – A team player with a commitment to achieving objectives through collective action and communication.
• High Energy – Thrives in a fast-paced, dynamic environment where multi-tasking is essential.
• Models Our Values – Conducts daily business and interactions with mindfulness to reflect ARA’s culture and promote its values and standards.
• Results Driven – Outperforms expectations and promotes the firm’s competitive advantage through an analytical and context-driven approach to problem-solving.

 
Job Specifications
 

• Expected work hours: 8:30 to 5:30, Monday through Friday, with occasional weekends.
• Travel: Business trips with overnight stays may be required. Occasionally may need to drive a personal vehicle for business.
• Work environment and physical demands: General office environment.
• Vaccination is required to enter the workspace and ARA will consider accommodations for disability- and religious-based reasons.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

American Realty Advisors is committed to equal employment opportunity. We do not discriminate based on an individual’s race and associated traits, sex, gender, religion, color, national origin, ancestry, physical or mental disability, medical condition, marital status, registered domestic partner status, sexual orientation, gender identity and expression, age, genetic information, military, and veteran status, or any other basis prohibited by law state or federal law. This policy governs all aspects of employment at American Realty Advisors, including hiring, assignments, training, promotion, compensation, employee benefits, employee discipline and discharge, and all other terms and employment conditions.

ARA considers for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring Ordinance No. 184652.

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Tomorrow's Real Estate Leaders

Job ID 16
Virtual Program

American Realty Advisors is excited to announce its fifth annual Tomorrow's Real Estate Leaders (TREL) program, which will be held November 15-17, 2024. This two-and-a-half-day virtual program will provide undergraduate students from diverse backgrounds an opportunity to explore careers in the commercial real estate and investment industries.

Through hands-on experience, practical educational sessions, and exposure to senior executives, students will gain insight into our business from guest speakers, workshops with our acquisitions and asset management teams, and participation in a case study competition.  Additionally, we will discuss interview tips and career advice for landing your first job in commercial real estate. 

The entire experience is centered on helping you gain exposure and learn more about the investment management and commercial real estate industries.

Enrollment Status

Currently enrolled as an undergraduate and will have completed at least two semesters or four quarters of college by August 2024.

School Curriculum

3.5 GPA or higher recommended but not required.  All majors accepted.

Eligibility

18 years of age or older.  Be of a group underrepresented in commercial real estate/investment management industries, including, but not limited to, individuals who identify as Black or African American, Latino or Hispanic, Asian, Pacific Islander, or the indigenous peoples of the Americas, including Native Americans and Alaskan Natives, the program is also open to all women of any background/culture.

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