The Team Architects

• 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

• 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.

• Identify opportunities and build relationships with property owners • Negotiate purchase agreements and acquire properties • Generate leads through outbound outreach and follow-up • Meet with owners to evaluate properties and close deals • Manage a pipeline of leads and maintain accurate CRM records • Collaborate with internal teams during transition from contract to closing

• 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

• Manage your own acquisitions pipeline • Close 1–2 deals per month • Run comps and price deals • Assist with reductions, negotiations, and deal movement • Recruit and hire acquisitions reps • Onboard and train new team members • Coach reps through live calls and pipeline management • Run daily huddles and weekly 1-on-1s • Review calls, lead activity, and CRM usage • Monitor pipeline health and lead flow • Ensure reps are following sales process standards • Audit lead assignment and accountability • Create training resources and sales coaching materials • Help drive team performance and competition

• AGENT RECRUITING - Optimize recruiting systems, hold the recruiting team accountable to KPIs, and help drive sustainable net growth. • AGENT RETENTION - Protect and improve attrition rates. Own culture, support, leadership, and value proposition. • REVENUE GROWTH - Identify, prioritize, and execute the next revenue levers for growth in a multi-million-dollar environment. • OPERATIONS & ACCOUNTABILITY - Run the weekly L10 cadence, hold remote staff accountable to rocks and KPIs, and make operational decisions independently. • FINANCIAL PERFORMANCE - Oversee P&L management, AR/AP processes, budget accountability, and operational financial discipline. • CULTURE - Build systems and engagement strategies that strengthen connection, retention, and long-term loyalty.

• Conduct 10–15 inbound evaluation calls per week with pre-qualified prospects • Execute deep discovery conversations across a wide range of real estate business models, developers, lenders, investors, brokers, and more • Present the Boardroom membership with authority, specificity, and conviction • Convert 50%+ of evaluation calls into invitation calls • Enroll 75–100 new members per year at an average investment of $30,000–$50,000 • Maintain a clean, accurate HubSpot pipeline with detailed call notes after every appointment • Represent the Boardroom brand with an elite level of professionalism on every Zoom call

• Own and grow your book of business within the Business Purpose Lending (BPL) space • Serve as a strategic partner to real estate investors and broker partners—structuring deals and helping clients scale • Drive originations across our suite of investment-focused loan products • Leverage proprietary technology and AI tools to qualify, structure, and close deals efficiently • Partner with our elite operations team to move loans seamlessly through underwriting and closing • Capitalize on full access to company-supplied leads in addition to your own book—maximizing deal flow and earning potential • Consistently exceed production targets and play a key role in company growth

• Both executive calendars: proactively managed, conflicts resolved before they become problems • High-volume inboxes: triaged, prioritized, and responded to with investor-grade precision • All travel logistics: multi-leg, multi-exec, seamless • Meeting preparation agendas: briefing packets, action items tracked to close • Investor and stakeholder communications: drafted and sent on behalf of leadership • Cross-functional follow-through: nothing falls through the cracks on your watch • Systems and tools: Google Workspace, CRM, task platforms, all kept tight

• Foster and develop strong relationships with new and existing clients, acting as their go-to expert. • Identify opportunities for our HR consulting/Recruiting services that meet client needs. • Conduct in-depth consultations to understand client challenges and propose actionable solutions. • Collaborate closely with our team to ensure alignment on expectations and deliverables. • Stay ahead of industry trends and maintain solid knowledge of our service offerings. • Participate in networking events, workshops, and seminars to enhance our brand presence. • Utilize our CRM system to track sales activities, manage leads, and report on progress. • Consistently achieve or exceed sales targets while fostering positive client relationships.