THE DAFT COMPANY, LLC
What You'll Do: Lead Management and Communication: You will be responsible for proactive lead follow-up . This includes making basic phone calls , schedule appointments, and gather necessary information. CRM Management and Workflow Optimization: You will be responsible for tasks management in CRM. This includes entering new leads and updating information. You will also set up and manage automated workflows, reminders, and drip campaigns to streamline the sales process and ensure no lead is forgotten. Client Success & Platform Navigation: Host Zoom Calls: Lead 1-on-1 video calls to onboard new clients and walk them through our platform/portal. Technical Support: Help clients troubleshoot issues or navigation hurdles in real-time. Relationship Management: Act as the first point of contact for client inquiries, ensuring they feel supported and informed throughout the buying/selling process. General Administrative and Office Support: Beyond specialized tasks, you will handle general administrative tasks essential to the smooth operation. Ad Hoc Tasks and Project Support: You must be prepared to handle ad hoc tasks as they arise, supporting the team with special projects, and other duties. This is a dynamic position where a willingness to take on new challenges is crucial. Training: You will be training Virtual Assistants (if we hire new ones) on our CRM management once you will fully learn the system. What We're Looking For (Required Skills/Experience): Proven experience in a support role, preferably within the real estate industry. Proficiency with CRM software and general office productivity tools. Experience in using Freedomsoft CRM is a BONUS but not required. Exceptional organizational skills and a meticulous attention to detail. Strong verbal and written communication abilities. The capacity to manage multiple priorities and work effectively in a dynamic environment. Why Join takemytasks? Work From Anywhere Flexibility: Enjoy the freedom and convenience of working from the comfort of your own home. Diverse & Exciting Projects: Experience the thrill of working with a wide range of clients across various industries, keeping your work engaging and dynamic. Competitive & Rewarding Compensation: We value your contributions and offer competitive rates that reflect your skills and experience. Supportive & Collaborative Team: Join a network of talented professionals who are passionate about providing exceptional virtual assistance.
THE DAFT COMPANY, LLC
