WANTED: Strategy Planner

  • We are looking for a specific individual, possibly a prior real estate office or lending professional, who loves working with people and is motivated by helping them achieve their goals.   We have built an extraordinary company over the past 10 years that is profitable, and growing at 50% a year, with a solid team, product / service, customer base and culture. We are looking to add smart team players and creative thinkers who can help us deliver a high value member experience, while maintaining an entrepreneurial spirit.

    The Strategy Planner will report to the Strategic Planning Lead, but will work closely with Support, Sales and the overall Management Team in helping ensure the engagement and success of our members.     RealEstateInvestor.com is a small fast moving, highly dynamic company, so you will have the opportunity to be involved with a myriad of projects and activities across the organization. Includes, but not limited to, Process and Product creation and improvements, Marketing projects and events, Company and Member events, and Sales Support.

    The typical day is spent engaging with our members, collecting information about them and then building a Sales and Marketing plan that we use to launch and manage the member's marketing. This individual will be attentive to detail and sharp as a tack with great phone skills. This is not a sales role, but more of a facilitator and ultimately an expert, with a high level of integrity and respect for others.

    Our Strategy Planner exemplifies our six core values perfectly. You love our spirit and enthusiasm for building something real and different, while providing freedom and lifestyle at the heart of our business. You are the consummate team player and not afraid to jump in and roll up your sleeves from time to time and do the dirty work if it means amazing results for our company because that’s what entrepreneurs do.

    Our clients are also entrepreneurs who are growing and looking for help.  They love us because we are the same as they are: we practice what we preach and are congruent in our message and our delivery.  The Strategy Planner is a critical role as it really helps set the right tone with the member relationship.  

    If you feel like you could be our Strategy Planner, then we would love to hear from you.


  • We are a virtual sales and marketing agency that uniquely helps real estate investors massively scale their business by allowing them to leverage “shared services” that handle all lead generation, marketing, phone screening, follow ups, and appointment setting so that the investor can focus on closing deals with motivated sellers.
  • Our executive team is passionate about delivering real results to our members and growing our business to new heights. We’re looking for a few key team members who can bring their unique talents to our team and are equally passionate about creating something special here at RealEstateInvestor.com.
  • Our team is 100% remote and we work hard to be able to actively grow the company while enjoying the flexibility of living around the world.


  • You are a self-starter and don’t need someone constantly cracking the whip to be motivated.  
  • You are ready to be part of a tight knit team working towards a shared goal.
  • You are a world-class communicator.
  • You have a history of rolling up your sleeves and getting things done, even if it’s not necessarily your job.
  • You are willing to go above and beyond to be successful working in a remote environment.
  • You are amazing at working with people and helping them reach their goals


  • Conduct initial Strategy calls with new members presenting the Sales & Marketing plan, set expectations on next steps, communicate best practices, address any process "how to" questions, set the members at ease and build rapport.
  • Understand requirements and create Sales & Marketing Plans for new and existing members.
  • Own the member from “hand-off” from Sales to champion the member through turn up and transition into Support
  • Establish extensive knowledge of the REIvault products, systems, processes and Best Practices
  • Assist the Real Estate team with Lead Processing, Sales Acquisition and Disposition and build a working knowledge of Real Estate Investment.
  • Conduct Account Reviews with existing members to ensure continued engagement and success. 
  • Work closely with Sales, Support and Executive Management team to provide feedback and coaching to members, surface and address "At Risk" members,  and assist with service issues.
  • Seek out opportunities to up sell additional products & services and drive Company process improvement and performance.


  • Prior Real Estate Office or Lending experience is a plus.  Real Estate License is not required.
  • Technical ability to quickly learn our Products, Best Practices and Standard Operating Procedures
  • Professional business image, as you will be the face of the company for many of our members.
  • Familiarity with Google Docs and MS Suite - Excel, Word, PowerPoint, etc
  • Strong English –written/verbal
  • Excellent organizational, time management and follow-up skills.
  • Strong Research and Analytical Skills
  • Excellent rapport builder with ability to quickly establish credibility and influence member decisions.
  • Technical ability to learn our systems and Standard Operating Procedures
  • Willingness to learn and continuously improve closing
  • Awareness of your strengths and weaknesses (and asking for help when needed)

Realestateinvestor.com is dedicated to
the following CORE VALUES:

  • Continuously Takes Initiative
  • Consistently Provides Quality Results
  • Exemplifies Honesty & Integrity
  • Delivers on What They Say They Will Do
  • A Team Player
  • A Heart for Giving and Growing

Curious to learn more about our values and vision?
Download our Vision document.