Investor Conversion Manager
Terian Group, Orlando, FL, United States
Job Description: Investor Conversion Manager (ICM)
Position: Full-Time
Reports To: Managing Partners
About Terian Capital Terian Capital is a private equity real estate investment firm focused on ground-up development projects, structured as a 506(c) fund exclusively for accredited investors. Backed by decades of development experience Terian combines
development expertise with institutional capital structuring
to create investment opportunities typically reserved for large institutions. The firm invests in multifamily, student housing, and mixed-use projects across high-growth Florida markets.
Position Overview We are seeking an extremely organized detail-oriented individual that is relentless at follow-up and comfortable pushing for the next steps to become our Investor Conversion Manager (ICM) to manage investor follow-up, CRM operations, and conversion throughout the capital raising process. This role is responsible for ensuring that every investor interaction turns into forward progress, ultimately driving capital commitments and funded investments. You will work directly with senior leadership and support the firm’s Managing Member in converting relationships into closed investments. You are the engine behind the capital raise, and you will manage and move every investor through the pipeline. You will directly influence how much capital the firm raises.
Key Responsibilities
CRM & Pipeline Ownership (Primary Responsibility)
Own and manage GoHighLevel CRM
Track every investor interaction
Ensure all leads are in the correct pipeline stage
Maintain zero “stale” opportunities
Investor Follow-Up & Conversion
Execute follow-ups after all investor meetings
Move investors from: Interest → Commitment → Funding
Proactively push next steps with investors
Meeting Recaps & Communication
Send recap emails within hours of investor meetings
Clearly outline next steps
Maintain professional, investor-grade communication
Subscription & Closing Management
Coordinate subscription document delivery
Track execution and funding statusEnsure timely completion of investments
Investor Coordination
Schedule meetings for leadership
Prepare briefing notes for investor conversations
Track investor preferences and timelines
Reporting & Accountability
Track pipeline metrics
Report weekly on: Conversion rates, Capital committed, Capital funded
Required Skills & Tools
Strong CRM experience (GoHighLevel preferred)
Exceptional organization and follow-up discipline
Strong written communication (investor-grade)
Ability to manage multiple investor conversations simultaneously
Comfortable driving conversations toward action.
Preferred Qualifications
Prior experience marketing a 506(c) private offering
Familiarity with real estate development and investment terminology
Track record of working with accredited investors, RIAs, family offices, or HNWIs
What Success Looks Like
Investors consistently move through the pipeline
Follow-ups happen without delay
Capital commitments convert into funding
Pipeline is always clean and current.
Compensation
Salary: Competitive base salary based on experience
Incentives: Performance bonus tied to capital raise.
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Reports To: Managing Partners
About Terian Capital Terian Capital is a private equity real estate investment firm focused on ground-up development projects, structured as a 506(c) fund exclusively for accredited investors. Backed by decades of development experience Terian combines
development expertise with institutional capital structuring
to create investment opportunities typically reserved for large institutions. The firm invests in multifamily, student housing, and mixed-use projects across high-growth Florida markets.
Position Overview We are seeking an extremely organized detail-oriented individual that is relentless at follow-up and comfortable pushing for the next steps to become our Investor Conversion Manager (ICM) to manage investor follow-up, CRM operations, and conversion throughout the capital raising process. This role is responsible for ensuring that every investor interaction turns into forward progress, ultimately driving capital commitments and funded investments. You will work directly with senior leadership and support the firm’s Managing Member in converting relationships into closed investments. You are the engine behind the capital raise, and you will manage and move every investor through the pipeline. You will directly influence how much capital the firm raises.
Key Responsibilities
CRM & Pipeline Ownership (Primary Responsibility)
Own and manage GoHighLevel CRM
Track every investor interaction
Ensure all leads are in the correct pipeline stage
Maintain zero “stale” opportunities
Investor Follow-Up & Conversion
Execute follow-ups after all investor meetings
Move investors from: Interest → Commitment → Funding
Proactively push next steps with investors
Meeting Recaps & Communication
Send recap emails within hours of investor meetings
Clearly outline next steps
Maintain professional, investor-grade communication
Subscription & Closing Management
Coordinate subscription document delivery
Track execution and funding statusEnsure timely completion of investments
Investor Coordination
Schedule meetings for leadership
Prepare briefing notes for investor conversations
Track investor preferences and timelines
Reporting & Accountability
Track pipeline metrics
Report weekly on: Conversion rates, Capital committed, Capital funded
Required Skills & Tools
Strong CRM experience (GoHighLevel preferred)
Exceptional organization and follow-up discipline
Strong written communication (investor-grade)
Ability to manage multiple investor conversations simultaneously
Comfortable driving conversations toward action.
Preferred Qualifications
Prior experience marketing a 506(c) private offering
Familiarity with real estate development and investment terminology
Track record of working with accredited investors, RIAs, family offices, or HNWIs
What Success Looks Like
Investors consistently move through the pipeline
Follow-ups happen without delay
Capital commitments convert into funding
Pipeline is always clean and current.
Compensation
Salary: Competitive base salary based on experience
Incentives: Performance bonus tied to capital raise.
#J-18808-Ljbffr