Executive Client Liaison (Real Estate - Remote)

About the Role

Location: Remote (home-based, core hours aligned with US Eastern Time)

Type: Full-time

We're looking for a warm, sharp, highly organised professional for a dual role: the connective tissue between buyer leads and our agents, and a right-hand executive assistant to the broker. On the client side, you'll be the first real human voice most prospective buyers speak to after reaching out via Instagram or our website. On the EA side, you'll handle the broker's day-to-day operational load — her inbox, her notes-to-tasks, her schedule, and MLS work.

Key Responsibilities

Buyer Qualification Calls

- Conduct qualifying calls with inbound leads (mainly Instagram DM and website inquiries) to understand property interest, timeline, budget, financing status, and motivation

- Separate genuine buyer leads from seller/listing leads early

- Ask natural, unscripted-sounding questions that build trust.

Client & Agent Liaison

- Act as go-between for buyers and agents before and after a match — chasing availability, relaying buyer preferences, keeping both sides informed

- Coordinate handoff of qualified buyers to the right agent with full context before their first direct conversation

- Stay engaged through early viewings and agreement logistics to lighten agents' load

Buyer Agreement Coordination

- Know the difference between exclusive and non-exclusive buyer agreements and when each applies

- Send the correct agreement once a lead qualifies, and answer buyer questions on terms

- Escalate any negotiation on terms (length, fee) to the agent or broker.

Compliance & Documentation

- Keep accurate records of every call, disclosure, and document sent — this role exists partly to make the business more auditable

- Flag any documentation gap or inconsistency immediately

CRM & Systems

- Log leads, call outcomes, and stage changes in Follow Up Boss and Asana in real time

- Keep pipeline stages current: New Lead → Qualifying Call → Buyer Agreement Sent → Agent Assigned → Viewings → Offer → Closing

- Flag stalled leads before they go cold

- Work comfortably in ManyChat, Dotloop, and Google Calendar (training provided)

Executive Assistant to the Broker

- Manage inbox — flag priorities, draft/handle routine responses

- Turn spoken or informal notes into completed tasks without needing everything spelt out

- Write and prepare purchase offers

- Upload new MLS listings and edit existing ones (price, status, photos, descriptions)

- Run MLS searches and build curated listing sets for buyers

- Pull basic market reports as needed

- Manage calendar — bookings, rescheduling, keeping it realistic against her time in the field

What We're Looking For

- Solid real estate experience — as a licensed agent, transaction coordinator, buyer's agent assistant, or similar client-facing role — with a real understanding of the buyer's journey

- Experience with qualifying/sales calls is a strong plus

- Working familiarity with MLS (uploading, editing, running searches) required; experience writing purchase offers is a strong plus

- Highly articulate and well-spoken — you represent the brand's voice on every call

- Excellent written and verbal communication, with the range to be warm with clients and precise with agents/systems