Support lead generation and conversion with precision. This role is great for tech-savvy individuals who love optimizing systems.
Responsibilities
- Manage leads and the CRM.
- Report issues with CRM by calling the hotline.
- Answer CRM-related questions from agents and provide training if needed.
- Service inbound leads from sign calls and online sources and determine where they are in the buying/selling process.
- Immediate response and scrubbing of the leads. (adding labels, activating drip campaigns, sending welcome text or emails, assigning lead to agents)
- Build follow-up process for the agents.
- Nurturing all leads through steady communication (email and text) until the leads are ready to talk or meet with an agent.
- Re-assigning leads to an agent once appointment is set.
- Daily monitoring of agent activity.
- Keep track of completed tasks and goals to measure lead conversion ratio and meet performance benchmarks.
- Generate report regarding Agent's productivity and accountability.
- Build trackers and dashboard through Google Sheets.
- Track referrals and prepare referral forms.
- Create Lead Database for backup in case something happens with the CRM.
- Database and Pipeline Tool Management.
- Upload leads to dialer and schedule showings for agents.
- Cascade updates regarding incoming CRM-training or webinar and team announcement.
Requirements
- Tech-savvy and responsive
- Highly organized with strong follow-through
- At least 6 months experience