CRM Manager - Real Estate Experience is a MUST

About the Role
We are seeking an organized, detail-oriented, and proactive CRM & Operations Manager to keep our real estate business running seamlessly. In this role, you will be the backbone of our client database, handling everything from lead entry and automated follow-ups to listing updates and visual creative assets.

If you master tools like Follow Up Boss, thrive on clean systems, and love managing administrative and light marketing tasks, we’d love to meet you!

Key Responsibilities
1. CRM & Lead Management (Follow Up Boss)
Data Entry & Updates: Timely add new leads and update existing client profiles within Follow Up Boss.

Client Onboarding & Follow-Up: Set up new clients on appropriate follow-up plans, tags, and action plans to ensure no lead falls through the cracks.

Database Hygiene: Maintain accurate contact information, pipeline stages, and communication logs.

2. Listing & Marketing Support
Listing Updates: Keep property listings updated across MLS, web platforms, and internal records.

Creative Assets: Design visual creatives (social media graphics, property flyers, open house graphics) using Canva or similar tools.

Mailing Labels: Print and organize mailing labels for direct mail campaigns, client gifts, and holiday cards.

3. Operations & Administrative Support

Email Management: Monitor, organize, and respond to incoming email inquiries to maintain a clean inbox and quick response times.

Calendar Scheduling: Coordinate appointments and set up calendar invites for property showings, client meetings, and team calls.

Expense Auditing: Audit and log business expenses regularly to maintain accurate financial tracking.

Qualifications & Requirements
Experience: 1–3+ years of experience in administrative, operations, or CRM management roles (Real Estate experience strongly preferred).

Software Proficiency:

Follow Up Boss (Required)

Email & Calendar Platforms (Google Workspace / Outlook)
Design tools (Canva, Photoshop, or similar)
Expense tracking software / Excel / Google Sheets/Quickbooks

Key Skills:

Exceptional attention to detail and organizational skills.
Strong written and verbal communication.
Ability to prioritize tasks and work independently in a fast-paced environment.