CRM Specialist - Sales

Responsibilities

• CRM Data Management - Enter and update client details, lead statuses, notes, and follow-up information.
• Ensure all data in the CRM system is accurate, complete, and follows company standards.
• Track each client’s progress from first contact to finalization.
• File Tracking & Status Updates - Monitor all active client files and update their status (booking, documents received, SPA pending, etc.).
• Ensure the Direct Sales team and Broker Relations team update CRM entries correctly.
• Flag errors, missing information, or duplicates for correction.
• Documentation Coordination - Verify that all required client documents are submitted before handover to Sales Support.
• Check that documents received from Sales or Brokers match CRM records.
• Ensure all scanned and digital documents are correctly uploaded to the system.
• Internal Communication - Share updated file statuses with Direct Sales Manager or Broker Relations Manager when required.
• Coordinate with Sales Support regarding contracts, SPAs, and pending documents.
• Notify sales teams about expired documents or incomplete items.
• Reporting - Prepare daily and weekly reports on bookings, cancellations, pending documents, SPA progress, and status changes.
• Maintain dashboards and trackers for management review.

• Strong attention to detail
• High accuracy in data entry
• Good organizational skills
• Professional communication
• Ability to work under pressure and meet timelines
• Proficiency in CRM software (Salesforce, Masterkey, Property Finder CRM, etc.)
• Strong Excel and administrative skills