Full Time
Hourly: $5 - $8 per hour (DOE)
TBD
Jul 21, 2026
Lead Qualification, Member Services & HubSpot Operations
RealWealth · Remote · Full-Time
RealWealth is a fully remote real estate investment education and brokerage company serving 90,000+ members. We are hiring a VA to sit at the intersection of our sales funnel, CRM, and syndications marketing — qualifying inbound leads, keeping HubSpot clean and accurate, and supporting our RWD (Syndications) entity's marketing needs.
Key Responsibilities
- Lead Qualification — Monitor HubSpot for inbound MQLs, conduct outreach via phone, text or
- Member Services — Respond to inbound member inquiries using pre-approved scripts; flag disengaged members to counselors; support the Friends & Family Referral Program including gift card fulfillment tracking
- HubSpot Operations — Weekly CRM hygiene (duplicate merges, deal stage updates, contact owner corrections); workflow enrollment monitoring; suppression list maintenance; standard report compilation; light workflow building under team oversight
- RWD Syndications Marketing Support — Serve as the dedicated marketing point person for RealWealth Development; maintain the RWD content calendar; build and send investor
- Administrative Support — SOP maintenance in Google Drive; Basecamp task tracking
Requirements
Must-Have:
- 2+ years in lead qualification, inside sales support, or customer-facing operations
- Hands-on HubSpot experience — contacts, deals, workflows, lists, and
- Strong written and verbal communication; comfortable qualifying prospective investors by phone or
- Ability to manage multiple stakeholder relationships simultaneously
- Google Workspace proficiency
Strong Preferences:
- Background in real estate, financial services, or a membership/investment-based business
- Experience supporting marketing operations for a multi-entity or multi-product company
- Active AI tool user (Claude, ChatGPT, or equivalent)
Engagement
- Hours: Full-time
- Schedule: Overlap with 9am–3pm PT required
- Location: Fully remote