Real Estate Follow Up Boss Specialist

Job Overview
We are seeking a highly skilled and experienced Real Estate Follow Up Boss Specialist to join our team on a full-time basis. As a Follow Up Boss Specialist at Assistantly, you will play a crucial role in in ensuring the operational excellence of our client relationship management through the proficient use of Follow Up Boss (FUB). The ideal candidate will be a FUB expert, responsible for maintaining complete and accurate contact information, performing lead audits, and establishing effective follow-up systems. With a clientele comprising influential individuals, corporate executives, and celebrities, we require someone who is detail-oriented, reliable, and possesses exemplary communication skills.

Key Responsibilities:
Ensure the CRM system (FUB) contains complete and up-to-date contact information through diligent skip tracing and data verification.
Conduct lead audits to maintain the integrity and quality of our database.
Configure back-end settings for contacts, including reminders and follow-ups, to foster strong client relationships.
Assume a proactive role in setting up tasks and reminders within FUB to enhance team productivity and client engagement.
Prepare for future leadership responsibilities by embodying the team’s standards of excellence and operational efficiency.

Requirements
Unmatched expertise in Follow Up Boss, with a proven ability to enhance CRM operations.
Experience in real estate transaction coordination or a similar field, with a preference for those familiar with high-volume, high-profile client interactions.
Exceptional organizational skills and a detail-oriented approach, ensuring accuracy in all facets of the role.
Strong communication skills to effectively collaborate with team members and engage with our distinguished clientele.
The capability and drive to evolve into a leadership role within the team, guiding future CRM optimization efforts.

Availability: Full-time
Schedule: TBD, PST

Benefits:
Above Market starting pay scale
Permanent WFH opportunities
Health & Wellness Allowance
Monthly Bonus Drawings
Loyalty & Performance Bonuses
Profit Sharing
Professional Development Training
Community of Unicorns

Interviews will only be scheduled to candidates who have submitted both their RESUME and a COVER LETTER detailing their experience with tools like Follow Up Boss and Real Estate Transactions, along with examples of similar tasks from previous roles.