The Team Architects

Transaction Coordinator

• Manage every transaction from contract through closing.
• Serve as the primary point of contact for sellers throughout the transaction.
• Coordinate with title companies, buyers, lenders, agents, escrow officers, and vendors.
• Track all contract deadlines, contingencies, inspections, and closing timelines.
• Resolve title issues, missing documentation, liens, judgments, probate delays, and other transaction obstacles.
• Maintain accurate transaction files and ensure all documents remain complete and organized.
• Communicate proactively with all parties so no one is left wondering what's happening.
• Capture client reviews, testimonials, and referrals following successful closings.
• Continuously improve processes and help build scalable systems as the company grows.

Transaction Coordinator – Seller Concierge

Administration

• Help manage and secure the modern Microsoft 365 environment
• Collaborate with Head of Security and IT Administrator to strengthen identity management, endpoint security, compliance, and operational workflows
• Maintain a secure, efficient, and well-managed Microsoft ecosystem
• Play a key role in cloud security and administration

Administrator

Controller

• Own the monthly, quarterly, and annual close process
• Prepare GAAP-compliant financial statements and executive reporting
• Lead budgeting, forecasting, and cash flow planning
• Oversee AP, AR, payroll, and general accounting operations
• Build scalable accounting processes and internal controls
• Partner with executive leadership on strategic financial decisions
• Lead the company's first external financial audit

Customer Success Manager

• Own the full member lifecycle: welcome call, 90-day onboarding milestones, quarterly touchpoints, health checks, renewal, and ascension
• Design and run onboarding calls for every new member, scheduled within days of enrollment
• Elevate the systems and SOPs supporting the member experience
• Proactively re-engage members who miss events or go quiet — before they disengage further
• Facilitate warm introductions between members based on their business and goals
• Identify and place upgrade/ascension opportunities (higher membership tiers, 1:1 coaching) in front of members at the right moment, rather than waiting to be asked
• Own the renewal conversation and, when needed, the exit interview — finding alternative solutions (downgrades, custom arrangements) before a member leaves
• Eventually hire, train, and manage a team of Member Success Advisors who follow the SOPs you build

Member Success Manager – Real Estate

Agent

• Spend 5–6+ hours per day on the phone
• Follow up relentlessly
• Negotiate directly with sellers
• Send offers and contracts
• Track your KPIs daily
• Work nights/weekends when a hot deal requires it
• This is a performance environment. We measure activity and results.

Acquisitions Agent – Closer

Chief Operating Officer

• You own six areas: AI agent oversight, sales operations, production and fulfillment, financial performance, marketing and lead flow, and people.
• You report directly to the owner with real decision-making authority.
• A field superintendent, project coordinator, and controller report to you, as do four AI agents running 24/7.
• Your mandate: sustain and grow the current run rate while protecting the margins that got us here, and build out the retail sales process.
• Days 1-30: Learn the full pipeline, audit every AI agent, and deliver a written 90-day priority plan.
• Days 31-60: Close the open infrastructure items, stand up funnel reporting, take ownership of Meta ad performance.
• Day 90: You own all six areas.

Chief Operating Officer – AI Native Operations

Account Executive

• Manage daily and weekly performance of a team of 4 closers -- call scoring, coaching sessions, pipeline reviews
• Personally close inbound high-ticket leads ($40K coaching program) while the team grows
• Build and own KPI dashboards, rep scorecards, and accountability processes inside Go High Level (GHL)
• Create or refine scripts, objection handles, and follow-up sequences across both high-ticket and mid-ticket products
• Identify gaps in the current structure and recommend solutions
• Bridge sales and marketing with structured feedback on lead quality, ad performance, and webinar friction

Sales Manager, High-Ticket Closers

Manager

• Prospect for residential acquisition opportunities throughout your assigned territory
• Build and maintain relationships with real estate agents, referral partners, homeowners, and investors
• Conduct property walkthroughs and evaluate investment opportunities
• Analyze renovation scope, ARV, and acquisition potential
• Present and negotiate offers on behalf of the company
• Manage opportunities throughout the acquisition process
• Maintain CRM activity and KPI tracking

Real Estate Acquisitions Manager

• Own end-to-end K-1 project management across 100+ entities with a hard March 15th delivery target
• Manage the relationship with our third-party CPA firm — set milestones, surface blockers, hold the partnership accountable
• Collect and organize financial records, cap table documentation, and entity filings from club leaders
• Review completed 1065s and K-1s for accuracy; manage delivery to investors
• Monitor the distributions calendar and process distributions on the platform
• Reconcile against source records; diagnose and resolve discrepancies
• File engineering tickets for platform-related issues; create custom transaction summaries as needed
• Manage annual and franchise tax reports across multiple states
• Track platform fees and support accounts receivable as properties transition
• Support closings-to-operations onboarding documentation
• Share ownership of the Zendesk queue with a 48-hour SLA
• Respond to investor and club leader inquiries on K-1s, distributions, and account questions
• Escalate platform bugs to Engineering; use ticket patterns to flag systemic improvements