Full-time | Remote | CST
About the Role
We are seeking a proactive and detail-oriented
CRM & Lead Management Specialist
to support a busy real estate team. The ideal candidate will take ownership of CRM organization, lead follow-up, and task management while ensuring automation workflows run smoothly. This role requires excellent communication skills, strong organizational ability, and experience working with real estate tools such as
KV Core
and/or
BoldTrail
.
Key Responsibilities
CRM Management:
Clean, organize, and maintain the CRM (KV Core / BoldTrail) to ensure accurate data and efficient workflow.
Lead Follow-Up:
Proactively follow up with pending leads through calls, texts, and emails to maximize conversion opportunities.
Database Cleanup:
Manage overdue tasks (70+ currently) and ensure all leads are updated with proper notes and statuses.
Automation Oversight:
Monitor and maintain CRM automation workflows to ensure leads continue moving through the pipeline.
Task Management:
Keep tasks updated, assign reminders, and ensure timely execution.
Marketing Support:
Assist with property marketing activities for active listings (sales and rentals).
Qualifications
Proven experience in
real estate CRM management
(KV Core / BoldTrail preferred).
Strong ability to manage lead databases, workflows, and follow-ups.
Excellent English communication skills (written and spoken).
Familiarity with text-based outreach tools and general lead generation methods.
Detail-oriented, organized, and comfortable handling a high volume of tasks.
(Preferred) Background in
real estate support
or
property marketing
.