Client advisor Jobs in Thousand Oaks, CA

About Ascent

Ascent Developer Solutions is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Ascent is uniquely positioned to create custom, innovative lending solutions for a variety of real estate development business strategies.

The Role

As a Client Acquisition Team Associate, you play a critical role in driving Ascent's growth by showcasing its unique capabilities and value propositions to prospective clients in existing and expansion markets. Leveraging internal and external data sources, you identify and acquire new clients while supporting the firm's strategic growth priorities. This role involves close collaboration with key executives and cross-divisional colleagues, building expertise to deliver optimal value to both clients and the organization.

Success in this role requires proven sales and cold-calling skills, entrepreneurial drive, an analytical mindset, and intellectual curiosity. The ability to effectively communicate and present to a wide range of internal and external stakeholders is essential. We seek individuals who thrive on developing client relationships, enjoy challenges, and exhibit team-oriented professionalism with high attention to detail. Integrity, a strong work ethic, and sound professional judgment in handling sensitive and confidential information are paramount in this entrepreneurial and dynamic environment.

The Work

• Client Acquisition and Sales : Responsible for cold-calling and selling the Ascent Develop Solutions platform to prospective clients in expansion markets, often as the first point of contact from the Sales Team. Proven success in converting leads into clients.
• Data Utilization and Analysis : Leverage, enhance, source, validate, and incorporate internal and external data tools to identify and evaluate prospective clients both qualitatively and quantitatively.
• Reporting and Metrics Development : Collaborate on creating robust metrics and reporting systems, tracking calls made, conversion timing, data integrity, and client feedback to refine strategies and processes.
• Market Intelligence : Recognize and systematically report on key themes from client conversations, including insights on geographic markets, lending products, and borrower strategies. Use this intelligence to shape or adjust sector strategies.
• Collaboration and Leadership : Work in a highly collaborative environment, fostering an entrepreneurial culture, driving growth, and demonstrating leadership in problem-solving and innovative thinking.
• Adaptability and Communication : Exhibit proactive and adaptive communication, effectively engaging with stakeholders across disciplines, departments, and management levels. Quickly learn and adapt to new systems and tools while maintaining independence and creativity.

Your Skills and Experience

The Pay

Annual salary for this position is $90,000 - $115,000. This position also has a generous annual bonus plan of 15%.

The Work Environment

Ascent's Benefits

We offer a comprehensive benefits package designed to support your health, well-being, and work-life balance. Our benefits include five health plans, four dental plans, health savings and flexible spending accounts, vision coverage, and other optional benefits to choose from.

Ascent's Pledge

We pledge to be fair and considerate in hiring and promoting individuals, ensuring everyone can contribute their fullest potential regardless of background, identity, or personal circumstances. By promoting equal opportunity, we not only enhance our workplace but also contribute to a more just and equitable society. At Ascent, we stand united in building a community where everyone is empowered to succeed. Thank you for joining us on our journey towards a more inclusive future.

The pay range for this role is :

90,000 - 115,000 USD per year (Los Angeles)