Overview
About the Role
We are seeking a CRM Specialist to manage and optimize our customer relationship management processes across developers, brokers, and investors. This role is responsible for maintaining data accuracy, improving lead management workflows, supporting sales teams with actionable insights, and enhancing customer engagement through effective CRM utilization. The ideal candidate combines strong analytical skills with a customer-focused mindset to drive operational efficiency and business growth.
What You'll Work On
- Manage and maintain CRM data integrity and user adoption.
- Track, qualify, and route leads across stakeholder groups.
- Build and optimize sales and customer engagement workflows.
- Generate CRM reports, dashboards, and performance insights.
- Monitor pipeline activity and identify growth opportunities.
- Support marketing and sales campaigns through CRM execution.
- Train users on CRM best practices and process compliance.
- Collaborate with teams to improve customer lifecycle management.