Job Description

Inside Real Estate is a fast-growing, independently-owned real estate software firm that serves as a trusted technology partner to over 500,000 top brokerages, agents, and teams. Their branded portfolio, BoldTrail, includes BoldTrail (Front Office), BoldTrail BackOffice and BoldTrail Recruit, solutions that create a complete tech ecosystem for clients, and deliver seamless end-to-end operations to scale success at any level. With an accomplished leadership team and its talented staff, Inside Real Estate brings the resources, scale, and vision to deliver ongoing innovation and success to their growing customer base.

We're looking for an analytically-minded sales operations professional to help enterprise real estate brokerages dramatically improve attachment rates of their in-house mortgage, title, and insurance services. You'll be the technical backbone of our partner success strategy - building the data infrastructure, management dashboards, and coaching tools that turn good intentions into measurable revenue growth.

This isn't a typical ops role. You'll work directly with one flagship partner (RE/MAX Gold Nation and Gold Capital Partners) to prove we can take their mortgage attachment rate from 6% to 25%+ through better data, better visibility, and better coaching at scale. Once proven, you'll help replicate this model across additional enterprise partners.

What You'll Do

Build the Data Foundation

• Integrate disparate systems (BoldTrail CRM, mortgage CRM/POS, title and insurance tools) to create a single source of truth for transaction and attachment data
• Design and implement ETL processes using APIs and data pipelines to automate data flow across systems
• Work with Redshift and other data warehouses to structure data for reporting and analysis
• Ensure 95%+ data accuracy with proper agent attribution for every transaction

Create Insights That Drive Action

• Build and maintain executive dashboards in Tableau that track attachment rates, revenue, and pipeline health across 2,600 agents in 5 states
• Develop in-office leaderboards showing real-time agent performance vs. peers
• Create automated coaching alerts for sales managers highlighting opportunities and coaching moments
• Turn raw data into operationalized insights that make it easy for leaders to know who to coach and when

Enable Scaled Coaching

• Design digital tools and reports that deliver coaching insights across a geographically distributed organization
• Identify patterns in top-performing agents and translate those into replicable tactics
• Monitor adoption of reporting tools and iterate based on usage data

Partner with Stakeholders

• Collaborate equally with internal Inside Real Estate teams (Product, Engineering, Marketing) and external partner teams (broker leaders, mortgage sales managers, marketing)
• Translate business requirements into technical specifications and vice versa
• Serve as the trusted advisor on what's working, what's not, and what to do about it

What You Bring

Required:

• 3-5+ years in sales operations, revenue operations, or sales analytics roles
• Strong SQL skills - you can write queries to fetch your own data and don't need to wait on others
• Experience with BI/visualization tools (Tableau strongly preferred)
• Track record of building reports and dashboards that sales teams actually use
• Comfort working with APIs, data integrations, and basic ETL concepts
• Hybrid technical skills: you can build things yourself AND coordinate with engineering teams when needed
• Sales-minded: you understand what drives revenue and can connect data insights to business outcomes

Strongly Preferred:

• Experience in mortgage, title, real estate, or related financial services industries
• Familiarity with CRM systems and sales tech stacks
• Background in designing coaching tools or sales enablement systems
• Experience with AWS Redshift or similar cloud data warehouses

Nice to Have:

• Knowledge of real estate transaction workflows
• Experience scaling processes across distributed sales organizations
• Background in partner-facing or customer success roles

What Success Looks Like

First 90 Days:

• Complete integration of key systems for Gold Capital Partners Pacific Northwest region
• Deliver first version of executive dashboard and agent leaderboards
• Establish baseline metrics and data quality standards

First Year:

• Help Gold Capital Partners achieve 25% mortgage attachment rate in Pacific Northwest (up from 6%)
• Build replicable playbook of reports, coaching tools, and integrations
• Maintain 95%+ data accuracy across all reporting
• Demonstrate measurable adoption of tools (dashboard usage, manager engagement with coaching alerts)

Beyond:

• Support expansion to 2-3 additional enterprise partners
• Continuously refine tools based on what's driving results
• Become the go-to expert on how data and operations drive attachment rate success

Why This Role Matters

Real estate agents help clients with the biggest financial transaction of their lives. When brokerages can offer trusted, integrated mortgage, title, and insurance services, everyone wins - agents serve clients better, consumers get streamlined experiences, and brokerages build sustainable revenue streams. You'll build the operational infrastructure that makes this vision scalable and measurable.

We offer a competitive total rewards package including:

• Competitive salary
• 3 Medical plans to choose from - 1 PPO and 2 HDHPs
• 2 Dental plans to choose from
• Vision
• HSA - company-funded
• FSAs - healthcare, limited purpose, dependent care
• Short-Term Disability - company-paid
• Long-Term Disability - company-paid
• Basic Employee Life Insurance - company-paid
• Voluntary Dependent Life Insurance
• Voluntary Accident Insurance
• Voluntary Critical Illness
• Voluntary Hospital Indemnity
• Legal Plan
• ID Protection
• Pet Insurance
• 401(k) Retirement Savings with company match
• Paid PTO/Vacation/Sick Time
• 11 company-recognized holidays
• Company-paid Parental/Disability Leave

In addition, at IRE, we focus on driving top results providing:

• Opportunities to grow within our company;
• Potential to work in a remote setting;
• Exciting/energetic work environment and fun, creative culture.

IRE EEO Statement - We believe that the unique contributions of all Insiders are the driver of our success. To make sure that our products and culture continue to incorporate everyone's perspectives and experiences we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status.