Offer summary

Qualifications:

Proven experience in database management and CRM systems, preferably with Lofty., Familiarity with real estate software platforms, with Dotloop experience being a plus., Strong attention to detail and excellent organizational abilities., Professional written communication skills and the ability to work independently..

Key responsabilities:

Drive the optimization and management of the team’s CRM system, ensuring data accuracy.

Create and prepare real estate contracts and documentation using industry-standard systems.

Manage administrative communications and respond to internal team support requests.

Maintain organized digital filing systems and documentation processes.

Job description

This is a remote position.

Schedule:

35 hours per week
M-F
10am-5pm Doylestown, PA time

Client Timezone: US Eastern Time (ET)

Client Overview

Join a forward-thinking, expanding real estate team that’s revolutionizing their market through innovative client relationship management and streamlined operations. This established team of successful real estate professionals is seeking a detail-oriented individual to help drive their technological transformation and operational excellence. As they scale their business, they’re investing in sophisticated systems and processes to maintain their competitive edge and exceptional client service.

Job Description

Step into an integral role where you’ll be the backbone of a dynamic real estate operation, managing sophisticated CRM systems and providing crucial administrative support to a successful team of agents. This position offers unique exposure to the real estate industry while allowing you to showcase your organizational and technical abilities. You’ll have the opportunity to implement and optimize client relationship processes, prepare essential documentation, and directly contribute to the team’s growth and success. This role provides excellent potential for professional development and increasing responsibilities as you demonstrate your capabilities.

Responsibilities

Drive the optimization and management of the team’s CRM system (Lofty), ensuring data accuracy and implementing effective client touch plans
Enhance database completeness through strategic outreach and systematic information gathering
Create and prepare real estate contracts and documentation using industry-standard systems
Manage administrative communications and respond to internal team support requests
Implement and maintain systematic approaches to contact management and client relationship tracking
Execute database updates and maintenance to ensure optimal system performance
Coordinate with team members to ensure smooth information flow and task completion
Support document preparation and processing workflows
Maintain organized digital filing systems and documentation processes

Requirements

Proven experience in database management and CRM systems (Lofty experience is a plus)
Familiarity with real estate software platforms (Dotloop experience preferred)
Strong attention to detail and excellent organizational abilities
Professional written communication skills
Ability to work independently and take initiative in problem-solving
Proficiency in document preparation and digital file management
Reliable internet connection and dedicated home office setup
Excellent internal customer service mindset
Ability to maintain confidentiality and handle sensitive information
Available to work US Eastern Time business hours
Strong multitasking abilities and time management skills