Description
A boutique real estate firm specializing in residential and luxury property transactions. Operating under a nationally recognized brokerage network, the company combines strong local market expertise with modern digital tools to deliver a seamless and efficient real estate experience.
The firm provides comprehensive services across the entire property lifecycle, including property search, home valuation, market analysis, and transaction management. Its technology-enabled platform offers advanced search functionality, real-time listing updates, and data-driven insights to support informed decision-making for both buyers and sellers.
With a focus on personalized service, the company adopts a client-centric approach, tailoring strategies to meet individual needs and ensuring a smooth and transparent process from initial consultation to closing.
We are looking for a detail-oriented and proactive CRM & Lead Follow-Up Specialist to manage incoming leads, conduct outbound follow-ups, and maintain our CRM system using Follow Up Boss.
The ideal candidate ensures that every lead is contacted promptly, properly qualified, and scheduled for the sales team—while keeping the CRM organized, accurate, and up to date.
This role combines CRM management, lead qualification, and outbound calling.
Key Responsibilities:
Lead Follow-Up & Calling
Contact new leads promptly after they enter the CRM
Follow up with buyer and seller inquiries
Conduct outbound calls to cold and inactive leads
Qualify leads based on interest, timeline, and readiness
Schedule appointments for the sales team
Record call notes, updates, and outcomes in the CRM
CRM Management 📊
Manage and update pipelines in Follow Up Boss
Maintain accurate lead records and contact details
Apply appropriate tags, stages, and statuses
Ensure all communications are properly logged
Track lead activity and follow-up schedules
Messaging & Communication 💬
Send follow-up SMS and email messages
Maintain consistent communication with leads
Use templates and automation for lead nurturing
Ensure no lead goes unanswered
Data Entry & Organization
Upload and organize lead data in the CRM
Maintain CRM cleanliness and accuracy
Update contact details and notes after interactions
Track follow-up timelines and assigned tasks