Property Research Analyst – Sales Support, Salesforce

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OnlyExperts

WebsiteLinkedInAll Job Openings

1 - 10 employees

💸 Finance

🎯 Recruiter

Finance • Recruitment

OnlyExperts is a company that specializes in providing offshore accounting experts at a significant cost saving compared to hiring locally in the U. S. They offer a wide range of accounting roles including bookkeepers, staff accountants, accounting managers, and payroll specialists, all pre-vetted by experienced CFOs and accounting leaders. OnlyExperts focuses solely on full-time offshore placements, primarily from the Philippines and Latin America, ensuring candidates with strong English and technical accounting skills who are familiar with U. S. GAAP. By charging a flat fee, the company helps organizations save up to 80% of the cost of hiring equivalent U. S. -based talent.

📋 Description

• Analyze properties across California for ADU feasibility based on delivery feasibility, zoning, lot size, setbacks, and local permitting requirements. • Use GIS tools, property data platforms, and internal checklists to determine site compatibility. • Collaborate with Project Specialists to prioritize high-potential opportunities. • Review and validate inbound leads for completeness and basic eligibility. • Research ownership records, permitting history, and other relevant data to support Project Specialist decision-making. • Organize and maintain accurate lead information in our CRM system (Salesforce). • Tag and categorize leads to improve pipeline visibility. • Flag duplicate or unqualified entries to maintain CRM hygiene. • Help build a system of scalable, repeatable qualification workflows. • Serve as the first point of analysis before a lead is passed to a Project Specialist. • Communicate findings clearly and concisely to the Sales Team. • Participate in occasional alignment meetings with Project Specialists to continuously improve qualification processes.

🎯 Requirements

• Highly organized with great attention to detail. • Analytical thinker who enjoys solving operational challenges. • Tech-savvy, with comfort navigating CRMs, spreadsheets, and online research tools. • Proactive and able to manage your own workload with minimal supervision. • Strong written and spoken English skills to clearly document findings and communicate with internal stakeholders. • Experience in real estate, proptech, urban planning, GIS, or construction is a plus, but not required.