CRM Manager

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TYPE OF WORK

Full Time

SALARY

$5/hour

HOURS PER WEEK

40

DATE UPDATED

Apr 17, 2026

JOB OVERVIEW

Job Overview
We are seeking a highly organized and analytical CRM Manager to oversee and optimize our Customer Relationship Management (CRM) system for our growing real estate team. The CRM Manager will play a critical role in managing lead flow, ensuring data integrity, supporting the Inside Sales Agent (ISA) team, and driving conversion through automation, reporting, and process optimization.
The ideal candidate understands real estate lead pipelines, sales processes, and CRM automation, and can translate data into actionable insights that improve agent productivity and lead conversion.

Key Responsibilities
CRM System Management
Manage and maintain the company’s CRM platform - Follow-up Boss


Ensure accurate lead routing, tagging, and pipeline stage management.


Maintain CRM data integrity by auditing duplicate records and incomplete entries.


Customize fields, workflows, pipelines, and automation.


Lead Management & Distribution
Oversee inbound lead flow from multiple sources (portals, ads, website, referrals).


Configure and monitor lead routing rules for agents and ISA teams.


Ensure timely follow-up and accountability for assigned leads.


Track response times and lead conversion performance.


Automation & Campaign Management
Build and manage automated email and SMS nurture campaigns.


Create drip campaigns for buyer, seller, FSBO, expired, and long-term nurture leads.


Develop workflow automations to streamline follow-ups and tasks.


Sales & ISA Support
Work closely with the Inside Sales Agent (ISA) team and agents to ensure CRM processes support daily outreach.


Monitor lead pipeline activity and appointment setting performance.


Implement systems that improve contact rates and conversion.


Reporting & Analytics
Generate weekly and monthly reports on:


Lead sources


Appointment set vs showed


Conversion rates


Pipeline performance


Create dashboards to track sales KPIs and agent productivity.


Identify opportunities to improve lead conversion and pipeline efficiency.


Process Optimization
Develop CRM SOPs and best practices for agents and staff.


Train agents and tea ---------- mbers on proper CRM usage.


Continuously improve workflows to increase efficiency.

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