CRM Specialist

As a CRM Specialist, you will be responsible for managing customer relationships, enhancing client satisfaction, and improving overall customer experience. You will handle SPAs and contracts, inquiries, resolve issues, and maintain strong relationships with both potential and existing clients. Your role will focus on utilizing CRM systems to track interactions, analyze customer data, and deliver personalized communication.

1. Client Relationship Management

• Build and maintain relationships with potential buyers, sellers, renters, and investors.
• Act as a point of contact for clients, addressing their queries, concerns, and needs promptly.
• Track customer interactions using CRM software to ensure all details are recorded and followed up on a timely manner.

2. Database Management

• Maintain and update a comprehensive database of customers, prospects, and leads.
• Ensure accurate entry of client information, transaction history, and preferences into the CRM system.
• Segment clients into groups based on needs, preferences, or status to tailor communication.

3. Client Onboarding & Support

• Responsible for the SPAs and contracts.
• Assist in the onboarding process for new clients, ensuring they understand the services offered and the company's processes.
• Provide post-sale support, helping customers with their queries regarding property details, documentation, and transactions.

4. Lead Generation and Conversion

• Generate new leads through various channels (online platforms, referrals, etc.).
• Qualify and nurture leads by maintaining consistent contact through calls, emails, or social media engagement.
• Support the sales team in converting leads into clients by providing relevant information and responding to inquiries.

5. Collaboration with Other Departments

• Collaborate with sales, marketing, and customer service teams to ensure smooth handling of client transactions.
• Assist the marketing team by providing customer insights for campaign development and targeting.