Agent Success Coordinator
Position Overview:
Are you looking for an exciting future where each day is different from the next? A position where you can use your personality, organizational skills, and customer-focused mindset to support Real Estate Agents create a flawless experience for their clients?
The Agent Success Coordinator will communicate directly with a designated Real Estate Agent(s) and ownership. This person is critical to the Real Estate Agents’ success as they use company-supplied technology systems to support the Real Estate Agents with Agent onboarding, Client lead nurturing, and transaction services. We are looking for someone who is customer-service oriented, organized, has clear communication, and enjoys a support role.
The ideal candidate will be comfortable independently managing open tasks both in customer service, nurturing leads and relationships, and organizing and completing tasks - all revolving around helping the Agent close more business. They must also be comfortable learning and using technology tools every day. They will follow-up with potential customers, manage CRMs, be responsible for keeping an agent on-task by keeping up with their Project-Management board, and completing transactions and paperwork all designed to help the Agent be more successful!
Requirements:
This role will tap into both Spanish and English backgrounds as you communicate to the Agent, potential tenant/owners, and Founders using email, text, phone and various virtual platforms. You will be responsible for administrative and operational support to Real Estate Agents, assisting them in maximizing their productivity and success. You will serve as a crucial link between agents, clients, and various stakeholders within the real estate brokerage.
A minimum of 2 years in a customer-facing or support role utilizing multitasking and communication skills.
Knowledge of Project Management software (such as ClickUp, Asana, Monday.com, Trello, and Microsoft Project, etc) is a plus.
Roles & Responsibilities:
Takes initiative, leads projects from start to finish, and solves problems on their own.
Ability to have both professional and friendly interactions, build good relationships, work well with others, and be a strong listener.
Managing existing dashboards, and creating new ones, for projects in Google Sheets, ClickUp, etc.
Comfortable using new technology software and a strong ability to learn different technology platforms.
Answer all emails and acknowledge requests within 24 hours.
Take initiative to problem solve when needed.
Act as a liaison between agents and clients, facilitating communication and ensuring all parties are informed of important updates.
Provide training and guidance to agents on using real estate tools and technologies effectively.
Oversee the transaction process from contract to closing, ensuring all paperwork is completed accurately and in a timely manner.
Keep agents informed of the status of their transactions and provide support as needed to resolve any issues that may arise.
Maintain a database of clients and leads, ensuring all information is accurate and up to date.
Follow up with clients and leads to gather feedback and provide assistance as needed.
Assist agents in nurturing client relationships and generating repeat business and referrals.
Provide general administrative support to the real estate office, including answering phones, scheduling appointments, and managing emails.
Assist with the onboarding of new agents, including providing training on office procedures and systems.
Help maintain a positive and productive work environment for all agents and staff members.
High attention to detail and accuracy in all work tasks.
Previous property/hotel management is not required but is helpful.
B1/B2 or higher proficiency in English is required.
Working/Technology Requirements:
This is a remote role.
You must use your own computer and have reliable internet.
Training for all Technology will be completed by the Propertyse Team.
Communication will occur through Google Meet/Virtual platform, email, and portal messaging.
This is a contract role that does not include benefits.
Contracts are completed through Deel and payments are made through Deel in your preferred currency.
We support US-based companies so US Holidays are observed.
Working hours will vary but are typically 9a-6p (with a break)
Our Moto:
We believe in clear communication and transparency.
We believe that we are only successful if you are so we are looking for people who are excited to help us grow and be a part of a positive and fun working environment.
There will be moments where SOPs (standard operating procedures) are not built out and we may have to work together to figure something out. We need people who can be flexible and do not always need to have all tasks documented.