Real Estate CRM Follow-Up Boss Expert

Type of Employment: Full-Time

Company’s Overview:
As a dynamic and competitive organization, we are seeking someone who excels in providing exceptional service and delivering positive results in a timely manner. We are a company where your talents are valued, and your growth is nurtured.
We welcome you to a workplace that not only values your skills but also invests in your overall development and offers a fulfilling and rewarding career experience. Our company's culture and values are rooted in a strong foundation characterized by excellence, innovation, collaboration, integrity, and resilience. Cultivating an environment conducive to collaboration and growth, our company stands as the optimal choice for career advancement.

We are seeking a highly skilled Real Estate Virtual Assistant (CRM & Marketing Specialist) to join our team. This role requires expert-level proficiency in Follow-up Boss CRM and experience in real estate administrative tasks, marketing, and client relationship management. The ideal candidate is proactive, detail-oriented, and highly organized, with the ability to work independently while maintaining structured communication with the client.

Key Responsibilities:

- CRM Management: Maintain and optimize Follow-up Boss CRM, ensuring effective lead tracking, action plans, and pipeline organization.
- MLS Listing Input: Accurately input and update property listings in the MLS.
- Marketing & Content Management: Oversee social media scheduling, engagement, and content distribution, including bi-monthly newsletters.
- Direct Mail Management: Schedule and coordinate monthly mailers via Command.
- Administrative Support: Provide assistance with financial organization, minor bookkeeping tasks, and general real estate administrative duties.
- Standard Operating Procedures (SOPs): Assist in developing and maintaining SOPs for key workflows to enhance efficiency.
- Clear Communication: Maintain structured updates and professional communication with the client to ensure workflow transparency.

Qualifications & Requirements:

- Expert proficiency in Follow-up Boss CRM (mandatory).
- Prior experience in the real estate industry, including MLS listing input and transaction coordination.
- Background in marketing, email campaigns, and social media management.
- Strong organizational skills with the ability to multitask and prioritize efficiently.
- Excellent verbal and written communication skills, with a neutral or easily understandable accent.
- Self-starter with a proactive approach to tasks, requiring minimal supervision.
- Experience in bookkeeping or financial organization is a plus.
- Ability to work within the client’s preferred schedule and align with time zone requirements.

Preferred Candidate Traits:
- Proactive and self-sufficient – Able to take initiative and complete tasks with minimal supervision.
- Detail-oriented – Accuracy in CRM management, listings, and mailers is essential.
- Strong communicator – Clear and structured communication is required to ensure efficiency.
- Problem-solving mindset – Should anticipate challenges and propose solutions.
- Process-driven – Able to document and refine workflows for improved efficiency.
- Tech-savvy – Comfortable with AI tools and software for process automation.

Work Structure & Expectations:
- Weekly structured check-ins (e.g., Monday updates & Friday wrap-ups).
- Task tracking through project management tools such as Trello, Asana, or Monday.com.
- Real-time CRM updates to ensure visibility into progress without unnecessary follow-ups.
- Defined communication window within work hours to minimize response delays.

To apply, please submit the asking requirements here: wkf.ms/3VJolfh