Description:
Role Purpose
This role is accountable for generating a consistent, qualified pipeline of custom-home clients and converting high-intent prospects into Client Experience Center appointments and design-build contracts. This role engineers and leads a disciplined, outbound, referral-driven growth engine while serving as a trusted advisor to ultra-high-net-worth clients and partners.
Success means that the Client Experience Center becomes a constant source of curated, high-quality consultations, powered by proactive relationship development, targeted network cultivation, and disciplined pipeline execution.
Key Responsibilities
Appointment & Pipeline Generation
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Deliver a weekly and monthly cadence of qualified appointments at the Blue Heron Experience Center.
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Build and manage a systematic outbound engine to generate opportunities across UHNW markets.
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Convert first conversations to Client Experience Center visits and curated design presentations that move prospects into the build pipeline.
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Track and actively pursue premium land opportunities and teardown sites suitable for custom builds.
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Develop strategy, network, and plan to penetrate UHNWI master-planned communities to proactively identify prospect opportunities.
Luxury Relationship & Ecosystem Development
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Cultivate and activate high-value relationships across luxury real estate, developers, architects, land sellers, private wealth networks, concierge services, and private clubs.
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Build and formalize a best-in-class referral program that rewards production, accelerates trust, and consistently supplies qualified prospects.
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Serve as a brand ambassador, elevating Blue Heron’s presence among UHNW circles both locally and nationally.
Market Intelligence & Land Insight
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Maintain real-time pulse on land development cycles, zoning trends, parcel activity, custom home-friendly neighborhoods, and off-market opportunities.
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Partner with Marketing to ensure messaging is accurate, aligned, and inspiring.
Client Experience & Handoff Excellence
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Deliver high-touch, discretion-forward luxury client engagement, prioritizing service, speed, and trust.
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Ensure seamless and elegant handoffs to Blue Heron leadership to ensure clear next steps and strategic progression into contract.
Systems, Reporting & Discipline
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Partner with RevOps to institutionalize cadences, dashboards, and performance rhythm to ensure pipeline visibility and forecast confidence.
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Maintain world-class CRM discipline, lead scoring, and campaign reporting.
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Maintain a “test-and-learn” playbook across channels, message frameworks, and experience tactics.
Measures of Success
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Consistent Qualified Appointments: Weekly Qualified First Meetings and monthly Experience Center consultations
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Pipeline Strength: Achieves and maintains defined pipeline coverage targets
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Conversion: Lead-to-Consultation, Consult-to-Contract ratios
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Land Enablement: Meaningful contribution to viable land opportunities for custom projects
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Referral Productivity: # of producing partners and partner-sourced pipeline
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Speed & Service: Sub-15-minute response time for UHNW inbound interest
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Cycle Efficiency: Reduced time from intro to contract
Requirements:
Ideal Profile
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8+ years building & closing UHNW clients
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Ultra-luxury product sales, private wealth, or real estate.
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Highly networked
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High-EQ connector with exceptional gravitas, discretion, and relationship skills
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CRM & outbound program builder
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Skilled in luxury storytelling, client advisory, and experience curation
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Willing to be active in-market, after-hours, and weekends when needed
Values
Push Boundaries • Be Client-Centric • Innovate Solutions • Collaborate to Succeed • Do The Right Thing • Express Your Passion