Client Acquisition Associate
Genesis Capital LLC · Los Angeles, CA · 1 mo ago
On-siteAdministrativeFull-time
We need to output HTML fragment with sections only if there is real content. No job title heading. Use for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have content.
From posting: There's description about company and role: "Genesis Capital ... As a Client Acquisition Associate (CAA), you are responsible for identifying, engaging, and qualifying prospective clients..." That's about the role. Could be "About the role". Then duties: list of duties under "Principal Duties: ESSENTIAL FUNCTIONS include the following." That's responsibilities. Then education and experience: requirements/qualifications. Then knowledge, skills, abilities: skills. No explicit benefits, pay, schedule. So we should not include those sections.
We need to preserve all substantive info, but remove boilerplate like EEO, privacy policy, etc. Also remove duplicated lines. Also remove "While this description is intended..." etc. Also remove "By applying for this position, the candidate acknowledges that this is not a remote role and is required to be on-site." That's maybe relevant? It's about on-site requirement. Could be considered a requirement? Might be considered a note but not a standard heading. Could include in "About the role" or "Requirements". Probably we can include as a sentence in responsibilities or requirements. But we need to preserve all substantive info. The on-site requirement is substantive. We'll include it maybe under "Requirements" as a note.
We must not include cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. So remove the EEO paragraph and CA Privacy Policy etc.
We need to use
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have content.
From posting: There's description about company and role: "Genesis Capital ... As a Client Acquisition Associate (CAA), you are responsible for identifying, engaging, and qualifying prospective clients..." That's about the role. Could be "About the role". Then duties: list of duties under "Principal Duties: ESSENTIAL FUNCTIONS include the following." That's responsibilities. Then education and experience: requirements/qualifications. Then knowledge, skills, abilities: skills. No explicit benefits, pay, schedule. So we should not include those sections.
We need to preserve all substantive info, but remove boilerplate like EEO, privacy policy, etc. Also remove duplicated lines. Also remove "While this description is intended..." etc. Also remove "By applying for this position, the candidate acknowledges that this is not a remote role and is required to be on-site." That's maybe relevant? It's about on-site requirement. Could be considered a requirement? Might be considered a note but not a standard heading. Could include in "About the role" or "Requirements". Probably we can include as a sentence in responsibilities or requirements. But we need to preserve all substantive info. The on-site requirement is substantive. We'll include it maybe under "Requirements" as a note.
We must not include cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. So remove the EEO paragraph and CA Privacy Policy etc.
We need to use - for any list of duties/requirements/benefits. Use
for prose.
We need to avoid repeating job title as heading. So no heading for "Client Acquisition Associate". Use sections.
Let's extract content:
About the role: Genesis Capital is one of the largest business purpose lenders... The Company is a subsidiary of Rithm Capital... As a Client Acquisition Associate (CAA), you are responsible for identifying, engaging, and qualifying prospective clients that align with Genesis Capital’s strategic growth objectives. Serving as the first point of contact for many prospective borrowers, the CAA plays a critical role in generating new business opportunities, expanding market presence, and strengthening the company’s pipeline of future lending relationships. This role combines prospecting, relationship development, market intelligence, and data-driven sales execution. Successful candidates are highly competitive, resilient, intellectually curious, and thrive in a fast-paced, performance-oriented environment.
That's prose.
Responsibilities: list of duties under Principal Duties: ESSENTIAL FUNCTIONS include the following. Other duties may be assigned.
We have categories:
Business Development & Prospecting:
- Generate new business opportunities through outbound prospecting across phone, email, LinkedIn, industry events, and other engagement channels.
- Identify, research, and qualify prospective clients within existing and expansion markets.
- Establish and develop relationships with decision-makers, business owners, and industry stakeholders.
- Communicate Genesis Capital's value proposition, products, capabilities, and differentiators.
- Maintain a consistent cadence of outreach and follow-up activities.
Pipeline & CRM Management:
- Maintain accurate prospect, activity, and pipeline data within Salesforce and other systems.
- Manage prospecting workflows and follow-up schedules with discipline.
- Monitor and report on key performance metrics including outreach activity, conversion rates, and pipeline progression.
Market Intelligence & Strategy:
- Utilize internal and external data sources to identify growth opportunities.
- Analyze market trends, competitive activity, borrower behavior, and geographic opportunities.
- Collaborate with leadership to refine territory and market strategies.
Cross-Functional Collaboration:
- Partner with Business Development, Credit, Marketing, Operations, and Executive Leadership teams.
- Contribute to process improvements and sales enablement initiatives.
- Ability to effectively and accurately convey information to others.
- Performs related duties as assigned by management.
We can flatten into a single list or keep subheadings? The instruction: Use
- for any list of duties/requirements/benefits. It doesn't forbid subheadings inside list? Probably better to just have a flat list. But we could also have headings inside? Not specified. Safer to just have a single
with all duty items.
Requirements: Education and Experience section:
- 3-5 years of experience in Sales, Business Development, Client Acquisition, or a similar revenue-generating role.
- Bachelor’s degree in business, Finance, Marketing, Communications, focus in Real Estate field preferred.
- Proven success with outbound prospecting, cold calling, and pipeline generation.
- Experience within financial services, lending, real estate, or related industries preferred.
- Strong working knowledge of Microsoft Office Suite including Excel, PowerPoint, and Word.
- While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add, or remove duties and request other duties, as necessary. (maybe not needed)
- By applying for this position, the candidate acknowledges that this is not a remote role and is required to be on-site.
We need to preserve all substantive info. The "While this description..." is maybe boilerplate but it's about responsibilities; could be considered generic. Might be considered boilerplate but it's part of the description. The instruction says remove duplicated lines, cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This is not exactly those. Might keep? It's a generic disclaimer. Might be considered boilerplate but not listed. Safer to keep? It says "While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add, or remove duties and request other duties, as necessary." That's typical boilerplate. Might be considered boilerplate but not explicitly listed. I'd lean to remove it as it's not substantive specific to role. However the instruction says preserve ALL substantive information; do NOT invent or summarize away detail. That sentence is not substantive detail about the job; it's a disclaimer. I'd remove it.
The on-site requirement is substantive.
Skills/Knowledge, Skills, and Abilities section: list items:
Sales & Business Development.
- Competitive and results-driven mindset.
- Strong executive communication and presentation skills.
- Ability to build credibility and trust with senior business leaders.
- Strategic thinking and opportunity identification.
Activity Management.
- High outbound activity orientation.
- Excellent organization and follow-through.
- Consistent CRM usage and pipeline management.
- Strong attention to detail.
Learning Agility & Coachability.
- Seeks, embraces, and applies feedback.
- Quickly learns new products, markets, and sales strategies.
- Demonstrates intellectual curiosity and continuous improvement.
Professional Attributes.
- Persistent and resilient through rejection and long sales cycles.
- Self-motivated with an ownership mentality.
- Strong business acumen.
- Collaborative team player.
- High integrity and accountability.
We can flatten into a list under Skills section.
We should not create Benefits, Pay, Schedule sections because not present.
Thus output HTML with sections: About the role (About the role
...
), Responsibilities (Responsibilities
...
), Requirements (Requirements
...
), Skills (Skills
...
).
Make sure to not include extra blank lines? It's fine.
Now craft the HTML.
Let's write the About the role paragraph: combine the sentences.
"Genesis Capital is one of the largest business purpose lenders in the country, focused on providing commercial real estate financing solutions to real estate developers who buy, renovate, and sell single-family and/or multi-family residential real estate. The Company is a subsidiary of Rithm Capital (parent company), a publicly traded mortgage real estate investment trust. As a Client Acquisition Associate (CAA), you are responsible for identifying, engaging, and qualifying prospective clients that align with Genesis Capital’s strategic growth objectives. Serving as the first point of contact for many prospective borrowers, the CAA plays a critical role in generating new business opportunities, expanding market presence, and strengthening the company’s pipeline of future lending relationships. This role combines prospecting, relationship development, market intelligence, and data-driven sales execution. Successful candidates are highly competitive, resilient, intellectually curious, and thrive in a fast-paced, performance-oriented environment."
Now Responsibilities list items: need to include all bullet points.
Let's list them:
- Generate new business opportunities through outbound prospecting across phone, email, LinkedIn, industry events, and other engagement channels.
- Identify, research, and qualify prospective clients within existing and expansion markets.
- Establish and develop relationships with decision-makers, business owners, and industry stakeholders.
- Communicate Genesis Capital's value proposition, products, capabilities, and differentiators.
- Maintain a consistent cadence of outreach and follow-up activities.
- Maintain accurate prospect, activity, and pipeline data within Salesforce and other systems.
- Manage prospecting workflows and follow-up schedules with discipline.
- Monitor and report on key performance metrics including outreach activity, conversion rates, and pipeline progression.
- Utilize internal and external data sources to identify growth opportunities.
- Analyze market trends, competitive activity, borrower behavior, and geographic opportunities.
- Collaborate with leadership to refine territory and market strategies.
- Partner with Business Development, Credit, Marketing, Operations, and Executive Leadership teams.
- Contribute to process improvements and sales enablement initiatives.
- Ability to effectively and accurately convey information to others.
- Performs related duties as assigned by management.
Check if any duplicates: "Ability to effectively and accurately convey information to others." is under Cross-Functional Collaboration. Keep.
Now Requirements list:
- 3-5 years of experience in Sales, Business Development, Client Acquisition, or a similar revenue-generating role.
- Bachelor’s degree in business, Finance, Marketing, Communications, focus in Real Estate field preferred.
- Proven success with outbound prospecting, cold calling, and pipeline generation.
- Experience within financial services, lending, real estate, or related industries preferred.
- Strong working knowledge of Microsoft Office Suite including Excel, PowerPoint, and Word.
- While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add, or remove duties and request other duties, as necessary. (maybe remove)
- By applying for this position, the candidate acknowledges that this is not a remote role and is required to be on-site.
We might keep the on-site line. Remove the generic disclaimer.
Thus Requirements list items:
- 3-5 years of experience in Sales, Business Development, Client Acquisition, or a similar revenue-generating role.
- Bachelor’s degree in business, Finance, Marketing, Communications, focus in Real Estate field preferred.
- Proven success with outbound prospecting, cold calling, and pipeline generation.
- Experience within financial services, lending, real estate, or related industries preferred.
- Strong working knowledge of Microsoft Office Suite including Excel, PowerPoint, and Word.
- By applying for this position, the candidate acknowledges that this is not a remote role and is required to be on-site.
Now Skills list: flatten all.
List items:
- Competitive and results-driven mindset.
- Strong executive communication and presentation skills.
- Ability to build credibility and trust with senior business leaders.
- Strategic thinking and opportunity identification.
- High outbound activity orientation.
- Excellent organization and follow-through.
- Consistent CRM usage and pipeline management.
- Strong attention to detail.
- Seeks, embraces, and applies feedback.
- Quickly learns new products, markets, and sales strategies.
- Demonstrates intellectual curiosity and continuous improvement.
- Persistent and resilient through rejection and long sales cycles.
- Self-motivated with an ownership mentality.
- Strong business acumen.
- Collaborative team player.
- High integrity and accountability.
We could also include "Sales & Business Development." as a category but not needed.
Now produce HTML.
Make sure to use proper escaping for apost
for prose. We need to avoid repeating job title as heading. So no heading for "Client Acquisition Associate". Use sections. Let's extract content: About the role: Genesis Capital is one of the largest business purpose lenders... The Company is a subsidiary of Rithm Capital... As a Client Acquisition Associate (CAA), you are responsible for identifying, engaging, and qualifying prospective clients that align with Genesis Capital’s strategic growth objectives. Serving as the first point of contact for many prospective borrowers, the CAA plays a critical role in generating new business opportunities, expanding market presence, and strengthening the company’s pipeline of future lending relationships. This role combines prospecting, relationship development, market intelligence, and data-driven sales execution. Successful candidates are highly competitive, resilient, intellectually curious, and thrive in a fast-paced, performance-oriented environment. That's prose. Responsibilities: list of duties under Principal Duties: ESSENTIAL FUNCTIONS include the following. Other duties may be assigned. We have categories: Business Development & Prospecting: - Generate new business opportunities through outbound prospecting across phone, email, LinkedIn, industry events, and other engagement channels. - Identify, research, and qualify prospective clients within existing and expansion markets. - Establish and develop relationships with decision-makers, business owners, and industry stakeholders. - Communicate Genesis Capital's value proposition, products, capabilities, and differentiators. - Maintain a consistent cadence of outreach and follow-up activities. Pipeline & CRM Management: - Maintain accurate prospect, activity, and pipeline data within Salesforce and other systems. - Manage prospecting workflows and follow-up schedules with discipline. - Monitor and report on key performance metrics including outreach activity, conversion rates, and pipeline progression. Market Intelligence & Strategy: - Utilize internal and external data sources to identify growth opportunities. - Analyze market trends, competitive activity, borrower behavior, and geographic opportunities. - Collaborate with leadership to refine territory and market strategies. Cross-Functional Collaboration: - Partner with Business Development, Credit, Marketing, Operations, and Executive Leadership teams. - Contribute to process improvements and sales enablement initiatives. - Ability to effectively and accurately convey information to others. - Performs related duties as assigned by management. We can flatten into a single list or keep subheadings? The instruction: Use
- for any list of duties/requirements/benefits. It doesn't forbid subheadings inside list? Probably better to just have a flat list. But we could also have headings inside? Not specified. Safer to just have a single
- with all duty items.
Requirements: Education and Experience section:
- 3-5 years of experience in Sales, Business Development, Client Acquisition, or a similar revenue-generating role.
- Bachelor’s degree in business, Finance, Marketing, Communications, focus in Real Estate field preferred.
- Proven success with outbound prospecting, cold calling, and pipeline generation.
- Experience within financial services, lending, real estate, or related industries preferred.
- Strong working knowledge of Microsoft Office Suite including Excel, PowerPoint, and Word.
- While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add, or remove duties and request other duties, as necessary. (maybe not needed)
- By applying for this position, the candidate acknowledges that this is not a remote role and is required to be on-site.
We need to preserve all substantive info. The "While this description..." is maybe boilerplate but it's about responsibilities; could be considered generic. Might be considered boilerplate but it's part of the description. The instruction says remove duplicated lines, cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This is not exactly those. Might keep? It's a generic disclaimer. Might be considered boilerplate but not listed. Safer to keep? It says "While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add, or remove duties and request other duties, as necessary." That's typical boilerplate. Might be considered boilerplate but not explicitly listed. I'd lean to remove it as it's not substantive specific to role. However the instruction says preserve ALL substantive information; do NOT invent or summarize away detail. That sentence is not substantive detail about the job; it's a disclaimer. I'd remove it.
The on-site requirement is substantive.
Skills/Knowledge, Skills, and Abilities section: list items:
Sales & Business Development.
- Competitive and results-driven mindset.
- Strong executive communication and presentation skills.
- Ability to build credibility and trust with senior business leaders.
- Strategic thinking and opportunity identification.
Activity Management.
- High outbound activity orientation.
- Excellent organization and follow-through.
- Consistent CRM usage and pipeline management.
- Strong attention to detail.
Learning Agility & Coachability.
- Seeks, embraces, and applies feedback.
- Quickly learns new products, markets, and sales strategies.
- Demonstrates intellectual curiosity and continuous improvement.
Professional Attributes.
- Persistent and resilient through rejection and long sales cycles.
- Self-motivated with an ownership mentality.
- Strong business acumen.
- Collaborative team player.
- High integrity and accountability.
We can flatten into a list under Skills section.
We should not create Benefits, Pay, Schedule sections because not present.
Thus output HTML with sections: About the role (
About the role
...
), Responsibilities (Responsibilities
- ...
Requirements
- ...
Skills
- ...