Marketing Analyst

Sales Support Analyst

Hybrid/Remote based out of Raleigh

$80-90k with bonus potential

Bell and Associates is partnering with a Real Estate Investment firm based in the Raleigh area looking to fill a newly created Sales Support Analyst position. This role will be a key player on the team in identifying business opportunities and analyzing new and existing data.

Responsibilities

• Lead Sourcing & Intelligence: Identify and qualify potential investors (HNW, FO, and PE groups) using data-driven research.


• CRM & Pipeline Management: Maintain and optimize our Juniper Square CRM, ensuring accuracy and efficiency in investor tracking.


• Investor Outreach Support: Set up meetings, manage follow-ups, and ensure prompt responses to investor inquiries.


• Market & Competitor Analysis: Monitor industry trends, track competitor activities, and provide insights that enhance investor positioning.


• Sales Enablement & Process Optimization: Identify inefficiencies in the capital raising process and implement tech-driven solutions.


• Performance Reporting: Generate investor engagement reports, analyze success metrics, and support leadership with actionable insights.


• Collaboration & Execution: Work cross-functionally with marketing, acquisitions, and leadership to ensure seamless execution of fundraising initiatives.


• Marketing and production of deliverables for going to market

Qualifications

• Bachelor's degree in Finance, Business Administrative, or related required


• 2+ years of experience in sales operations, financial analysis, investor relations, or related fields.


• Strong proficiency in CRM systems (Juniper Square preferred), data analysis tools, and automation platforms.


• Familiarity with private equity, real estate investment strategies, and capital markets preferred.

Required Skills

• Highly Analytical – You can synthesize data, identify patterns, and provide meaningful insights.


• Tech-Savvy – Comfortable working with AI-driven tools, automation software, and CRM systems.


• Process-Oriented – You thrive on creating structure and efficiency in a fast-paced environment.


• Self-Starter – You take ownership of projects, anticipate challenges, and drive execution without constant oversight.


• Strong Communicator – Able to translate complex data into actionable insights and investor-friendly reports.