Client Acquisition Associate Encino, CA

Overview

Ascent Developer Solutions is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Ascent creates custom, innovative lending solutions for a variety of real estate development business strategies.

As a Client Acquisition Team Associate, you drive Ascent’s growth by showcasing its capabilities and value propositions to prospective clients in existing and expansion markets. You will identify and acquire new clients using internal and external data sources and support the firm’s strategic growth priorities. This role involves close collaboration with key executives and cross-divisional colleagues, building expertise to deliver optimal value to both clients and the organization.

Success in this role requires proven sales and cold-calling skills, entrepreneurial drive, an analytical mindset, and intellectual curiosity. The ability to communicate and present to a wide range of internal and external stakeholders is essential. We seek individuals who thrive on developing client relationships, enjoy challenges, and exhibit team-oriented professionalism with high attention to detail. Integrity, a strong work ethic, and sound professional judgment in handling sensitive and confidential information are paramount in this entrepreneurial and dynamic environment.

• Client Acquisition and Sales: Responsible for cold-calling and selling the Ascent Develop Solutions platform to prospective clients in expansion markets, often as the first point of contact from the Sales Team. Proven success in converting leads into clients.
• Data Utilization and Analysis: Leverage, enhance, source, validate, and incorporate internal and external data tools to identify and evaluate prospective clients qualitatively and quantitatively.
• Reporting and Metrics Development: Collaborate on creating robust metrics and reporting systems, tracking calls made, conversion timing, data integrity, and client feedback to refine strategies and processes.
• Market Intelligence: Recognize and report on key themes from client conversations, including geographic markets, lending products, and borrower strategies, to shape sector strategies.
• Collaboration and Leadership: Work in a highly collaborative environment, fostering an entrepreneurial culture, driving growth, and demonstrating leadership in problem-solving and innovative thinking.
• Adaptability and Communication: Exhibit proactive and adaptive communication, engaging with stakeholders across disciplines, departments, and management levels. Learn and adapt to new systems and tools while maintaining independence and creativity.

• Bachelor’s degree in business management, communications, finance, or marketing.
• Minimum of 3 years of professional sales experience, preferably in financial services or lending platforms, including at least 1 year of proven success in cold calling and client conversion.
• Ability to foster an entrepreneurial culture, drive growth, and thrive in a highly collaborative and dynamic environment.
• Strong business acumen with an independent and creative mindset. Intellectually curious and willing to challenge the status quo to improve processes and outcomes.
• Exceptional written and verbal communication skills, proactive and adaptive communication style, and ability to engage with individuals across disciplines, departments, and management levels. Strong customer service focus with excellent follow-through.
• Proficiency in Microsoft Excel, PowerPoint, and Word, with the ability to quickly learn and adapt to new systems and tools.
• Strong time management, initiative, and adaptability in a fast-paced work environment.

Annual salary for this position is $90,000 - $115,000 with a discretionary annual bonus of up to 15%.

• On-site from Ascent's Encino office, Monday – Thursday (Fridays are work-from-home).
• Full-time, 40 hours per week; must be available for occasional overtime.
• Some nights and weekends required.

We offer a comprehensive benefits package designed to support your health, well-being, and work-life balance. Our benefits include five health plans, two dental plans, health savings and flexible spending accounts, vision coverage, a 401(k) plan, and other optional benefits.

We pledge to be fair and considerate in hiring and promoting individuals, ensuring everyone can contribute their fullest potential regardless of background, identity, or personal circumstances. By promoting equal opportunity, we not only enhance our workplace but also contribute to a more just and equitable society. At Ascent, we stand united in building a community where everyone is empowered to succeed.