IFMA Foodverse

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Manage database
• Support content creation process with regards to timeline and production cycle
• Coordinate with other departments based on the needs of the fee-earner
• Support timeliness of deliverables
• Provide sales, marketing and transaction support
• Responsible for greeting clients and answering calls, as needed

Key responsibilities

Pitch and Proposal Coordination

• Coordinate with Marketing, Research, and Financial Analyst on behalf of fee-earners for the creation of pitch/proposal as needed.  This includes obtaining and delivering necessary information for content creation for marketing deliverables (graphic design, mapping, etc.)
• Attend strategy sessions with fee-earners and other departments as necessary
• Schedule meetings with fee-earners and other departments for review and feedback
• Schedule meetings with prospects/clients and arrange any other accommodations that may be required, such as catering, transportation, and space reservations
• Coordinate with Senior Broker Coordinator and/or Marketing with respect to production of marketing materials when outside vendor is required for printing
• Answer incoming calls and greet clients
• Perform basic data gathering, such as property searches and site selections
• Populate template market documents, such as tour books, property flyers, and brochures
• Schedule follow up meetings as necessary

Other Service Delivery

• Compile information to be used in periodic client activity reports
• Handle client contact lists, including database management
• Assess activity of third -party vendors and report to team for correction and advise fee-earners
• Execute property tour logistics for showing, including coordination with fee-earners and/or licensed professional, scheduling meetings, and arranging any other accommodations that may be required (e.g., delivering food, reserving space)
• Develop and mail/email general flyers or collateral on behalf of fee-earners
• Schedule marketing events as well as photographs and aerials with third party vendors

Maintain CRM

• Update CRM system on behalf of fee-earners
• Research potential conflict of new pursuits
• Coordinate with fee-earners on the timely delivery of necessary information for CRM maintenance
• Enter new leads and opportunities into the CRM system and update accordingly
• Provide Deal numbers as needed for the proper recording of pursuit and deal related expenses
• Review CRM with fee-earners to ensure the accuracy of the information

Coordinate Events and Conferences

• Notify fee-earners of internal and external events and conferences
• Register fee-earners for desired events
• Coordinate travel and other logistics for fee-earners as necessary

Deal Documentation and Revenue Accounting

• Follow up with all parties on the execution of deal related documents as required
• Process all reimbursement requests of fee-earners
• Prepare deal related documents – internal for C&W as well as Case Study, Press Release and Just Sold communication and provide to fee-earners for review, approval, and delivery
• Coordinate with Legal for review and approval when template documents are insufficient
• Create deal sheet and provide to fee-earner and Director of Operations for review and approval
• Package Deal Sheet with deal documentation and submit to Revenue Accountant for processing
• Close Deal in CRM as required

Maintain and Manage Databases

• Support population of Internal Listing Database on behalf of fee-earners
• Inputting new listings into database and uploading all required information to include but not limited to property, availability, and rental rate information
• Updating existing listings in database
• Removing inactive listings in database
• Coordinate with fee-earners for the collection of necessary information
• Coordinate with fee-earners for the timely collection of necessary information to maintain third party sites
• Assess outcome of listing databases and recommend edits/changes

Respond to Data Requests

• Communicate requests with Marketing, Research, and Financial Analyst for the delivery of necessary information
• Maintain calendar of due dates and follow up as necessary
• Respond to requests under certain threshold, such as basic property or ownership searches

Note: This position requires compliance with our COVID related protocols, which may also include client-specific requirements. This might include, but is not limited to, either providing documentation of full vaccination as per CDC guidelines or agreeing to regular COVID testing.