Key responsibilities
primary objective: generate qualified meeting pipeline with family office decision-makers that converts to mandates (1031 and new capital), driving carbon's goal of $100m+ in equity deployment over 36 months.
core responsibilities:
a. Outbound campaign execution (40% of time)
* execute systematic multi-channel outreach campaigns targeting 3,000-4,000 family offices over 12 months
* manage email automation (instantly), linkedin sales navigator, and crm (active campaign + ai sdr tools)
* build and segment target lists from databases (preqin, linkedin) by aum, geography, and real estate allocation
* a/b test messaging, subject lines, and calls-to-action to optimize for open rates and response rates
* track and report weekly on: emails sent/delivered, open rates, reply rates, meetings booked, pipeline value
* achieve target of 100 qualified meetings per year (8-9 per month average) plus grow the hnw list (newsletter) via the existing content marketing strategies (podcast, newsletter, webinars, events, social posting via marketing team)
b. Lead qualification & meeting generation (30% of time)
* respond to all inbound replies within 4-hour sla during us business hours
* qualify prospects using defined criteria: decision-making authority (cio/principal), $50m-$500m aum, real estate holdings, disposition timeline
* book qualified meetings directly to cio's calendar with proper context
* prepare pre-meeting briefs including: prospect background, company research, conversation history, anticipated objections
* achieve 75%+ meeting show rate through proper qualification and reminder sequence
* target 50%+ of meetings converting to qualified opportunities (real potential for mandate)
c. Pipeline management & relationship nurturing (15% of time)
* maintain crm with detailed notes on every interaction, updating deal stages in real-time
* manage "not now" pipeline with quarterly touchpoints contacts in nurture)
* re-engage dormant prospects every 6 months with fresh messaging and case studies
* build relationships with executive assistants and gatekeepers
* coordinate with broker network (200+ relationships) on referral opportunities
* track win/loss attribution to inform strategy
d. Content & marketing support (10% of time)
* draft linkedin posts (2x weekly) for cio review showcasing market insights and case studies
* distribute deal flow podcast episodes to target audience
* create and send case studies, one-pagers, and capability statements to prospects
* manage event logistics: identify conferences, pre-event outreach, post-event follow-up
* monitor social media engagement and respond to prospect interactions
* work with marketing team for asset generation, collateral and systems
e. Market intelligence & reporting (5% of time)
* monitor family office news, leadership changes, and disposition activity
* track competitive positioning and messaging
* document common objections and questions to refine approach
* provide written weekly report: meetings booked, pipeline updates, campaign performance, recommendations
* participate in weekly strategy call with cio
4. Requirements
must-have qualifications:
experience:
* 3-5 years in b2b sales, business development, or account executive role with proven outbound track record
* demonstrated ability to generate meetings annually through cold outreach
* experience managing full sales cycle from prospecting to meeting set
language & communication:
* fluent english (c1/c2 level) - written and spoken
* exceptional written communication - can craft professional, compelling emails that get responses from executives
* comfortable on video calls with c-level executives (family office cios and principals)
technical skills:
* proficiency with crm systems (active campaign, hubspot, and/or similar)
* experience with linkedin sales navigator
* familiarity with email automation tools (instantly, lemlist, outreach, or similar)
* comfortable learning new sales technology quickly including leveraging ai sdr tools
work style:
* self-starter who can work independently without constant oversight
* metrics-driven - track your own performance and optimize based on data
* comfortable with rejection (90% of outreach gets no response)
* resilient through long sales cycles (6-12 months from first touch to close)
logistics:
* reliable high-speed internet (25mbps minimum)
* professional home office setup
* available during us business hours (9am-5pm eastern or mountain time)
* based in latin america (mexico, brazil, colombia, or argentina preferred for timezone/cultural fit)
highly preferred (not required):
* previous remote work experience for us companies
* background in real estate, financial services, wealth management, or family offices
* understanding of 1031 exchanges, multifamily real estate, or commercial real estate
* track record working with high-net-worth individuals or institutional investors
* experience at high-growth startups or scaling sales functions from scratch
5. Benefits
compensation:
* meeting bonus: $75 per qualified meeting held (target: 100/year = $7,500)
* mandate bonus: $500 per closed mandate (target: 10/year = $5,000)
* total target compensation: $42,500 usd/year
* top performers earning 150 meetings + 15 mandates: $48,750+
work arrangements:
* 100% remote - work from anywhere in latin america
* flexible hours (must be available 9am-5pm est/mst core hours)
* asynchronous communication culture (no expectation of instant response outside core hours)
* "focus time" blocks respected for deep work
* legal ability to travel to us if needed for internal or external meetings over time
career development:
* direct mentorship from cio (cfa, caia, ex-jpmorgan/goldman sachs)
* quarterly performance reviews with clear growth plans
* path to bd manager role within 18-24 months if building/managing team
* exposure to institutional real estate and family office world
performance transparency:
* real-time access to your metrics dashboard
* weekly 1:1s with cio to review performance and strategy
* no surprises - always know where you stand
* clear criteria for raises and promotions
why this role is different:
* work directly with c-suite on strategy (not buried in large sales org)
* sophisticated audience (ultra-high-net-worth families, not smb sales grind)
* meaningful deal sizes ($1m-$15m mandates, not $5k software)
* build something from scratch (you'll help create the playbook)
* real growth opportunity (manage team as we scale)
* top-tier latam compensation (top 15-20% of market)
job type: full-time
pay: $45, $46,300.00 per month
work location: remote