The posting
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.



