Real Estate CRM & Marketing Automation VA (Lofty + Flodesk + Data Entry Experience Required)

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: TYPE OF WORK

Part Time

: SALARY

$758/Month

: HOURS PER WEEK

25

: DATE UPDATED

Oct 27, 2025

JOB OVERVIEW

We are a fast-growing real estate team based in New Jersey (USA), and we’re looking for a proactive, detail-oriented Virtual Assistant who understands real estate workflows and marketing funnels. This is not just a data entry position — we need someone who can think ahead, organize lead pipelines, implement email sequences, and help keep our team accountable and moving forward.

You will support our CEO, a high-performing real estate team leader and social media brand, by managing CRM activity, tracking leads, organizing pipelines, posting to our team Instagram account, and helping implement email marketing workflows inside Flodesk & Lofty.

If you enjoy checklist-style tasks but also like contributing ideas, optimizing workflows, and helping people stay organized — you’ll love working with us.

? Responsibilities

You will be responsible for helping manage & optimize the team’s business operations, including:

???? CRM + Lead Management (Lofty)

Enter and organize new leads from Flodesk, Instagram, and website forms

Assign tags/stages & schedule next follow-ups

Track movement of leads and notify when follow-ups are overdue

Maintain summary tracker in Airtable

???? Airtable Tracking & Accountability

Maintain Airtable trackers (lead overview, daily tasks, agent accountability records)

Record progress/status for assigned agents’ accountability check-ins

Create simple organized views/reports

???? Flodesk Email Marketing

Add new leads to correct Flodesk segments

Set up and manage Flodesk nurture workflows

Schedule newsletters or drip campaigns (content provided or repurposed)

Track open rates & performance

???? Social Media (Instagram - Team Account Only)

Post 5x/week to team Instagram page (content provided or repurposed)

Track posts and performance in Airtable

Maintain posting schedule using Meta Planner or Canva scheduler

???? Email Inbox Support (Gmail)

Monitor priority email inbox

Organize and flag messages needing response

Draft replies using templates when trained

???? Team Accountability Check-ins

Send daily reminders/check-ins to team agents based on script

Track responses in Airtable

Provide summary of who followed through

???? Tools You Must Already Be Comfortable With:

? Lofty (or a similar real estate CRM)
? Flodesk (or similar email workflow platform)
? Airtable (basic data entry & organizing views)
? Gmail
? Instagram (posting + scheduling content)
? Canva

? Qualities We’re Looking For:

? Proactive — you anticipate what needs to be updated instead of waiting
? Highly organized & detail-driven
? Comfortable tracking numbers, leads, and next steps
? Understands basic marketing workflow logic (lead signs up ? gets tagged ? gets nurtured)
? Strong English writing & communication skills
? Able to follow systems but also suggest improvements
? Enjoys helping people stay accountable & on track

???? How to Apply (IMPORTANT – Follow Instructions)

To apply, please send a message with the subject line:
???? “South Jersey – CRM Marketing VA”

In your message, include:

A short intro about your experience with Lofty, Flodesk, or similar tools

A quick example of a workflow you’ve helped manage (CRM or email automation)

Rate your experience (1–10) in: Lofty, Flodesk, Airtable, Gmail, Instagram

One idea for how you would keep real estate agents accountable daily

Only applicants who follow these steps will be considered.

???? We’re excited to meet someone who wants to grow with us.

This role is perfect for someone who takes ownership, enjoys organizing chaos into systems, and wants to be a key part of a growing, high-energy real estate brand.

Looking forward to working with you! ????

SKILL REQUIREMENT

CRM Real Estate Marketing Flodesk

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Real Estate CRM & Marketing Automation VA (Lofty + Flodesk + Data Entry Experience Required)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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