Helio Urban Development

Client Engagement Coordinator

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: TYPE OF WORK

Full Time

: SALARY

40000 PHP

: HOURS PER WEEK

40

: DATE UPDATED

Apr 2, 2026

JOB OVERVIEW

## About Us

We are a real estate development company based in Canada. We design, permit, and build multi-unit residential buildings. Our team of 15+ works across architecture, engineering, estimation, procurement, and construction management. We have 25 active projects ranging from feasibility studies to buildings under construction, and a pipeline of 150+ prospective clients.

We are looking for someone to own client engagement — the function of keeping prospective and active clients informed, engaged, and moving forward. This role does not currently exist. You would be the first person dedicated to this function.

---

## What Your Week Actually Looks Like

**Monday**
- 8:00 AM (your time): Open Close CRM. Review the Qualified leads list. Identify 5-8 leads to contact today — prioritize by recency (newest inquiries first) and value (property developers with active projects over casual inquiries).
- 9:00-11:00 AM: Make calls and send follow-up emails. For each lead: introduce yourself, confirm their interest, ask qualifying questions (property location, timeline, budget range, what stage they're at), log the outcome in CRM.
- 11:00 AM-12:00 PM: Check aging proposals. We currently have design proposals sent to clients that haven't received follow-up. Call each one: "We sent over the proposal on [date]. Wanted to check if you have any questions or if you'd like to discuss any adjustments."
- 1:00-3:00 PM (overlapping with Halifax morning): Send weekly status updates to Active clients. You compile this from our project management system (ClickUp) and our construction team's Slack channels. Even if there's no major update — the client hears from you. "Hi [name], just checking in. The design team submitted updated drawings on Tuesday. Our engineer is reviewing structural details this week. Happy to jump on a call if you'd like to discuss."
- 3:00-4:00 PM: Handle any inbound inquiries that came in today (phone, email, website). Qualify them. Route technical questions to the right tea ---------- mber. Log in CRM.
- End of day: Update CRM with all touchpoints. Post a brief daily summary: leads contacted, proposals followed up, client updates sent, inbound inquiries handled.

**Tuesday-Thursday:** Same rhythm. Different leads, different clients, different follow-ups. The CRM tells you who needs attention.

**Friday**
- Weekly report to management: Leads contacted this week, conversion status, proposals aging, Active client touchpoints, inbound inquiry summary, any flags or concerns.
- Plan next week's priority contacts.

---

## What You're NOT Doing

- You are NOT selling. You are not closing deals or negotiating contracts. You are keeping the pipeline warm and flowing. The CEO and design team handle the technical discussions and deal closure.
- You are NOT producing architectural drawings, estimates, or technical documents. You compile status from the people who do.
- You are NOT making construction decisions. When a client asks a technical question, you route it to the right person — you don't answer it yourself.

---

## What We Need From You

**Must have:**
- Professional English — written and spoken. You will be calling and emailing Canadian property developers, real estate investors, and municipal officials. They need to understand you clearly and feel they're dealing with a professional organization.
- Experience in a client-facing role at a construction, real estate, development, or professional services company. You understand what "feasibility study" and "building permit" mean. You can have an intelligent 10-minute conversation about a property development project without technical depth.
- CRM experience. You have used a CRM system (Close, Salesforce, HubSpot, Pipedrive, or similar) to manage a pipeline of 20+ relationships. You track everything. Nothing falls through.
- Proactive by nature. You open the CRM every morning and work the list because that's the job. You don't wait for someone to tell you "call this person."

**Nice to have:**
- Experience in Canadian or North American construction/development context
- Familiarity with municipal planning processes (permits, zoning, development agreements)
- Experience with ClickUp, Slack, Google Workspace

---

## Screening Questions

Please answer all 5 questions in your application. Applications without answers will not be reviewed.

1. **Experience:** Describe a role where you managed ongoing communication with 10+ clients or accounts simultaneously. What system did you use to ensure nothing fell through? How many relationships were you managing at your peak?

2. **Scenario — Follow-up:** We sent a design proposal to a property developer 3 weeks ago. No response. You call them. They say "I've been busy, haven't had a chance to look at it." What do you say next, and what do you do after the call?

3. **Scenario — Routing:** A prospective client calls and says "I just bought a property in Dartmouth and I want to build 6 units on it. Can you help?" What are the first 5 questions you ask them, and why?

4. **Scenario — Technical limit:** An Active client emails asking about the structural engineering timeline for their project. You don't know the answer. Walk me through what you do in the next 10 minutes.

5. **Proactivity:** Describe a time in a previous role where you noticed something wasn't being done — and you started doing it without being asked. What was it, what did you do, and what was the result?

---

## 30-Day Proof Point

By day 30, we will know this is working if:
- Every Active client (14 currently) has received at least 3 weekly status updates
- At least 20 of the 37 Qualified leads have been contacted with outcomes logged
- All aging proposals (currently 6) have received at least 2 follow-up calls each
- Every inbound inquiry is responded to within 4 hours
- A weekly pipeline report is produced every Friday

---

## How to Apply

Reply to this posting with your answers to all 5 screening questions and your resume or portfolio. Include the word "PIPELINE" in your subject line so we know you read the full posting.

SKILL REQUIREMENT

Sales Management Sales Support Client Relationship Management

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Helio Urban Development

Client Engagement Coordinator

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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