Investor Relations Representative

Lead Qualification, Member Services & HubSpot Operations
RealWealth · Remote · Full-Time
RealWealth is a fully remote real estate investment education and brokerage company serving 90,000+ members. We are hiring a VA to sit at the intersection of our sales funnel, CRM, and syndications marketing — qualifying inbound leads, keeping HubSpot clean and accurate, and supporting our RWD (Syndications) entity's marketing needs.

Key Responsibilities

• Lead Qualification — Monitor HubSpot for inbound MQLs, conduct outreach via phone, text or email using approved scripts, confirm investment readiness and interest type (turnkey vs. syndication), and book strategy sessions with the appropriate Investment Counselor
• Member Services — Respond to inbound member inquiries using pre-approved scripts; flag disengaged members to counselors; support the Friends & Family Referral Program including gift card fulfillment tracking
• HubSpot Operations — Weekly CRM hygiene (duplicate merges, deal stage updates, contact owner corrections); workflow enrollment monitoring; suppression list maintenance; standard report compilation; light workflow building under team oversight
• RWD Syndications Marketing Support — Serve as the dedicated marketing point person for RealWealth Development; maintain the RWD content calendar; build and send investor email s in HubSpot; coordinate RWD webinar logistics; contribute to monthly marketing planning with the Director of Syndications and Director of Marketing
• Administrative Support — SOP maintenance in Google Drive; Basecamp task tracking

Requirements
Must-Have:

• 2+ years in lead qualification, inside sales support, or customer-facing operations
• Hands-on HubSpot experience — contacts, deals, workflows, lists, and email sequences
• Strong written and verbal communication; comfortable qualifying prospective investors by phone or email
• Ability to manage multiple stakeholder relationships simultaneously
• Google Workspace proficiency

Strong Preferences:

• Background in real estate, financial services, or a membership/investment-based business
• Experience supporting marketing operations for a multi-entity or multi-product company
• Active AI tool user (Claude, ChatGPT, or equivalent)

Engagement

• Hours: Full-time
• Schedule: Overlap with 9am–3pm PT required
• Location: Fully remote