Job Description

Position : Account Executive/Sales & Operations Coordinator/Manager (LATAM & South Africa Hiring)
Client Industry : Technology, Information & Internet
Work Hours (Client) : 9:00am - 5:00pm EST
Pay Range : $2000 - $3000 USD/month
Work Location : REMOTE
Client is a tech-enabled appraisal services company that streamlines the valuation process for individuals, businesses, and institutions. We deliver USPAP-compliant appraisals across a wide range of asset types through a network of independent appraisers; everything from fine art and furniture to inventory and equipment. Our goal is to provide fast, accurate, and legally defensible valuation reports without requiring in-person visits.
The company was founded in 2022 and recently acquired by an existing minority partner in November 2024. Since the acquisition 7 months ago, the business has grown by 4X through improved sales processes and systems. The business is highly automated and invests aggressively in building new technology on both the sales & fulfillment sides.
Up until this point, the owner has been the only full-time employee, and they are now looking to bring on an entrepreneurial, sales- and detail-oriented Account Executive to manage the process from when a new lead submits a request to when the final appraisal report is delivered.
About the Role
As an Account Executive, you will serve as the primary point of contact for our clients and contracted appraisers to grow our revenue while sustaining our report turnaround times. You'll be responsible for managing incoming leads, coordinating appraisal projects from initiation through delivery, and maintaining data integrity within our systems. Your goal will be to improve the conversion rate of our inbound leads, ensure a seamless client experience, facilitate timely report creation, and uphold the firm's high standards of service.
You will work directly and closely with the owner of our company across every aspect of the business; this will be an ideal learning opportunity for someone looking for experience building a business from the ground up.
Key Responsibilities
Inbound Sales & Client Communication (50%)

• Convert inbound leads via email, phone, and SMS (mostly organic)
• Collect necessary client information, issue quotes, and send invoices
• Ensure CRM and project tracker are always up to date
• Draft and revise engagement letters for larger projects
• Follow up consistently to increase conversion rates

(Note: AI tools assist with most outreach and tracking tasks)
Project Coordination & Fulfillment (30%)

• Review client submissions and verify project data
• Assign appraisal projects to the right contractor, set fees, and approve timelines
• Monitor deadlines and ensure timely report delivery
• Review and format reports before submission to clients
• Serve as day-to-day point of contact for appraisers and clients

Administrative Support (20%)

• Assist with ad hoc tasks across finance, operations, and marketing as needed
• Contribute ideas and support the evolution of systems and processes

Ideal Candidate Profile
Experience & Skills

• 3+ years in client-facing, project coordination, or sales support roles
• Experience in service-based or B2B environments preferred
• Excellent written and verbal communication skills
• Detail-oriented with strong organizational habits
• Comfortable juggling multiple priorities in a fast-paced environment
• Tech-savvy and quick to learn new platforms

Mindset

• A natural "make it happen" mentality
• High sense of ownership and accountability
• Curious, intuitive, and eager to improve systems
• Comfortable working independently and asking the right questions

Tools You'll Use

• CRM: Attio
• Project Management: Airtable
• Email: Missive
• SMS/Calls: OpenPhone
• Docs/Storage: Google Drive

Somewhere