CRM Specialist

Your tasks

As a CRM specialist, you will be responsible for managing customer relationships, enhancing client satisfaction, and improving the overall customer experience. You will handle SPAs and contracts, respond to 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.

Client relationship management

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

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 effectively.

Client onboarding & support

• Manage 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 by addressing customer queries regarding property details, documentation, and transactions.

Lead generation and conversion

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

Collaboration with other departments

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