Sales Automation & CRM Specialist (Close.com) – Full-Time, Remote (Philippines)

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: TYPE OF WORK

Full Time

: SALARY

$900 - $2000

: HOURS PER WEEK

40

: DATE UPDATED

Nov 23, 2025

JOB OVERVIEW

About the Company

We are a London-based estate agency specialising in residential lettings.

We generate a lot of landlord leads by:
Monitoring Rightmove for properties to let
Pulling Land Registry title documents
Enriching data (landlord names, emails, phones, LinkedIn)
Reaching out via email, phone, letters and WhatsApp

We use Close ( ---------- ) as our main CRM.

We are looking for a full-time (40+ hrs/week) Sales Automation & CRM Specialist based in the Philippines to turn our manual processes into a clean, automated system.

You will work directly with the owner (non-technical) and our existing PH team.

Role Overview

Your core mission:
Make sure every landlord & property is tracked properly and that the right email, call, WhatsApp message or letter goes out at the right time, with minimal manual work.

You will:
Understand our current workflow
Design a cleaner process
Implement it in Close with automation tools (Zapier/Make) and AI (ChatGPT/OpenAI)
Integrate WhatsApp with Close (e.g. TimelinesAI or similar)

Key Responsibilities
Process & System Design

Map our current process for:
Rightmove lead capture
Land Registry data enrichment
Landlord outreach (email, phone, letters, WhatsApp)

Propose and document a simple, scalable structure in Close:
Custom fields for landlords & properties
Lead statuses and stages
Smart Views (call lists, follow-up lists, urgent properties)
Close CRM Setup & Optimisation
Create and maintain Custom Fields (e.g. property address, Rightmove URL, listed date, available-from date, source, etc.)

Build Smart Views for:
New Rightmove leads
High-urgency properties close to their available date
Follow-up and “no response” lists

Set up Workflows / Sequences in Close to:
Auto-send or queue emails
Auto-create call tasks
Trigger follow-ups based on status and dates
Automation & Integrations

Use Zapier/Make (or similar) to connect:
Google Sheets ? Close (new rows create/update leads, update custom fields)
Close ? AI (OpenAI/ChatGPT) for generating email/letter/call script drafts

Implement and maintain WhatsApp integration with Close (e.g. TimelinesAI):
Ensure WhatsApp conversations sync with the correct leads
Help define when WhatsApp is used in the outreach sequence
AI Content Workflows

Create and maintain simple prompt templates for:
First outreach emails
Follow-up emails
Letters
Call scripts
Short WhatsApp messages

Build straightforward steps so the team can:
Trigger AI content
Review and edit before sending
Monitoring & Improvement

Help set up basic reporting:
Leads per week from Rightmove
How many have complete data (address, contact details, dates)
Response rates by channel (email, WhatsApp, calls, letters)
Suggest and run A/B tests (different subject lines, sequences, messaging angles).

Requirements

Must-Have
Based in the Philippines, able to work 40 hours/week
Solid experience with at least one modern CRM (Close, HubSpot, Pipedrive, Salesforce, etc.)
Hands-on experience with Zapier, Make or similar automation tools

Comfortable creating and managing:
Custom fields
Lists/filters/Smart Views
Automated workflows/sequences
Good understanding of sales/BD pipelines (stages, follow-ups, tasks)
Strong written English (you must handle English content accurately)
Able to explain technical setups in simple language to a non-technical founder
Highly organised, detail-oriented, reliable

Nice-to-Have (Bonus)
Direct experience with ----------
Experience in real estate / property / lettings
Experience integrating WhatsApp with CRMs (TimelinesAI, Twilio, etc.)
Familiarity with ChatGPT/OpenAI or similar AI tools
Comfortable reading basic API/JSON data (for more advanced automations)

Work Schedule & Terms

Full-time: 40 hours per week
Remote: Work from anywhere in the Philippines
Some overlap with UK business hours preferred (at least 2–3 hours/day)
Long-term position if we’re a good fit

What Success Looks Like (First 60–90 Days)

Close is set up with:
Clean custom fields for landlords & properties
Smart Views our sales team uses daily

New Rightmove/Land Registry leads:
Automatically appear in Close with key data filled
Automatically enter the correct sequences (email/call/WhatsApp/letter)

The team:
Knows exactly which leads to call each day
Has AI-generated templates ready to tweak and send
All workflows are documented clearly (Google Docs/Notion) so they’re easy to understand and maintain.

How to Apply

Please send:
A short intro about your experience with CRMs + automation tools
Tools you’ve actually used (e.g. Close, HubSpot, Pipedrive, Zapier, Make, TimelinesAI, OpenAI, etc.)
1–2 examples of sales/lead processes you’ve automated (brief description is fine)
Your expected monthly salary in PHP for full-time (40 hrs/week)
Your typical working hours and any constraints

SKILL REQUIREMENT

CRM Marketing Automation API Integration

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Sales Automation & CRM Specialist (Close.com) – Full-Time, Remote (Philippines)

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TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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