Keep systems clean, organized, and reliable so teams can work efficiently.
Role Overview
The CRM & Data Support role ensures that all lead and deal information is accurate, up to date, and properly organized within the companys systems.
This position plays a key role in maintaining data integrity, supporting reporting, and keeping workflows running smoothly.
Success in this role comes from attention to detail, consistency, and a strong understanding of process.
Key Responsibilities
- Maintain accurate lead and deal records within the CRM
- Update statuses, notes, and task assignments consistently
- Review data for accuracy, duplicates, and missing information
- Support reporting by organizing and maintaining clean datasets
- Follow established workflows and data standards
- Assist teams with system-related updates and organization
- Flag data issues or inconsistencies for resolution
Requirements
- Strong attention to detail and organizational skills
- Comfort working inside CRM systems and spreadsheets
- Ability to follow processes and maintain consistency
- Clear written communication
- Basic understanding of real estate workflows is a plus
- Reliable internet connection and distraction-free workspace
Youre A Great Fit If
You take pride in accuracy, enjoy organizing systems, and like helping teams stay efficient and informed.
