Real Estate Client

Real Estate Client Experience, Events & Marketing Coordinator The Role Our operations lead (Julie) runs the transaction and logistics engine — she’s excellent, and she’s covered. What we need next is someone who owns the client experience: the warmth, the follow-through, the thoughtful touches, the events, and the brand support that makes people say: "Dang… they really care." This is not a transaction coordinator role.

This is experience + energy + brand support. Julie protects the machine. You protect the feeling. Responsibilities:

• Run client care systems: gifts, handwritten notes, home anniversaries, milestone celebrations, and "just because" touches
• Keep the database warm with thoughtful outreach rhythms so no one slips through the cracks after closing
• Track client engagement and suggest ways to improve the experience over time
• Turn great moments into repeatable systems — without making it feel robotic

• Plan and execute client appreciation events, open houses, pop-bys, and community moments
• Coordinate vendors, RSVPs, timelines, budgets, and on-site flow
• Be the on-site point person during events — making sure everything runs smoothly and classy

• Back up Julie with overflow operational tasks during busy periods — follow-ups, scheduling, and transaction support when needed
• Coordinate repair vendors on behalf of clients: get bids, schedule work, track progress, and see it through to completion
• Manage project timelines for client repairs and improvements, keeping all parties informed and on track
• Produce simple reports and tracking logs so Terry always knows where things stand — no surprises
• Think ahead: anticipate what’s coming next, flag potential problems before they happen, and come ready with solutions

• Design simple, clean assets using Canva or Adobe Suite (event flyers, social graphics, email newsletters)
• Schedule and organize social posts and email campaigns
• Partner with Terry on creative ideas so he can stay focused on clients and big-picture work
• Help maintain brand consistency across platforms

• You will not own core transaction coordination — that’s Julie’s domain
• You will not be the primary operations hub — but you will step in and support when volume spikes

• Warm but organized — you can hug people and run a spreadsheet
• Naturally thoughtful — you remember details others miss
• The person who makes events feel smooth, not stressful
• Creative but practical — you have ideas, and you follow through on them
• Proud of your work, but not needy for the spotlight
• The kind of teammate who says, "I’ve got it," and truly does
• A planner who thinks two steps ahead — for Terry, for clients, for the whole team

• Event planning or logistics coordination (big or small — quality matters more than scale)
• Basic design tools:
  Canva, Adobe Suite, or similar
• Managing multiple projects and priorities at once
• Clear written and verbal communication

• Real estate or client-facing service background
• Familiarity with CRM systems (kvCORE, Follow-Up Boss, or similar)
• Light photo or video editing experience

• Organized but relational
• Detail-oriented but warm
• Creative but structured
• Proactive, not reactive — you see what’s coming and get ahead of it

• Work alongside a highly respected, long-established agent with 40+ years of community roots and a strong reputation
• Bring ideas to the table and actually see them implemented — this team moves fast
• Create experiences people remember and get thanked for
• Use AI tools and modern systems to work smarter — this team embraces technology to stay ahead
• Grow into a bigger role as the business expands (events leadership, marketing leadership, or both)

• Run client care systems: gifts, handwritten notes, home anniversaries, milestone celebrations, and "just because" touches
• Keep the database warm…