Brivity CRM Implementation & Training Specialist

We are looking for an experienced Brivity specialist to organize, configure, and optimize our CRM, improve our Brivity website, and train our team.

We recently migrated approximately 5,000–6,000 contacts from Follow Up Boss into Brivity. We need someone to audit our setup, recommend a clear implementation plan, and build a system our team can confidently maintain.

Hands-on experience building Brivity systems for U.S. residential real estate agents or teams is required. General CRM experience or basic Brivity use is not enough.

Responsibilities

• Audit our Brivity account, database, workflows, integrations, and website.
• Clean and organize contacts, including duplicates, incomplete records, tags, statuses, and segments.
• Build Stay-in-Touch plans, nurture campaigns, tasks, reminders, and automations.

-Improve lead routing, follow-up processes, saved searches, and reporting.

• Develop buyer, seller, and client workflows.
• Improve our Brivity website and troubleshoot issues.
• Identify unused features and recommend ways to get more value from the platform.
• Test systems and provide clear instructions for ongoing maintenance.

Team Training
You will work primarily with Peejay, our administrator, and provide detailed training so he can manage and update Brivity independently.

You will also train Jonathan, our real estate agent and business owner, on the features relevant to his daily work.
Training should include live screen-sharing sessions, hands-on guidance, and reasonable support for follow-up questions.

Please email your application to Peejay at ---------- (no spaces). Only applications that follow all instructions will be considered.

Requirements

• Advanced Brivity experience, including implementation from the ground up.
• Experience supporting U.S. residential real estate agents or teams.
• Strong database organization, lead management, automation, and follow-up skills.
• Ability to recommend improvements and work independently.
• Clear, patient teaching skills and strong written and spoken English.
• Reliable internet for video meetings and screen sharing.
• Strong attention to detail and ability to meet agreed deadlines.
• Comfortable working with an LGBTQ+-owned business and diverse clients.

Schedule & Project Structure

• The initial engagement is approximately 90 days:

Days 1–30: Audit, planning, initial implementation, and hands-on training.
Days 31–90: Complete implementation, test and refine systems, troubleshoot, and continue training.

The timeline may be adjusted based on the audit. Ongoing part-time or contract work may be available afterward.
You must be available for scheduled collaboration during 9:00 AM–5:00 PM U.S. Eastern Time. Independent work may be completed outside this window.

Compensation
To be discussed based on experience, qualifications, and agreed workload.

How to Apply
Use this application subject line:
BRIVITY EXPERT – I READ THE INSTRUCTIONS
Include all four items:
1. Brivity experience
Explain how long you have worked with Brivity, the U.S. real estate businesses you have supported, and the features you have personally configured. State whether you have built a system from the ground up.
2. Implementation example
Describe one Brivity project: the starting problems, what you personally changed, and the results. Include examples or screenshots if available, with confidential information removed.
3. Team fit
Tell us about your experience working with or supporting LGBTQ+ people and why you would feel comfortable joining our team.
4. First 30-day priorities
In 5–10 bullet points, explain what you would audit and prioritize for our recently migrated database of 5,000–6,000 contacts and basic Brivity website. Keep your recommendations specific to Brivity.

We’re looking for a proactive expert who can build an effective system, teach our team, and help us make the most of Brivity.