Responsibilities
- Capture leads from all channels and enter them into Stageforce/CRM so no leads are lost
- Organize and categorize inbound leads inside the CRM
- Respond to new leads quickly, ideally same day or next day, to keep them warm in a fast-moving real estate environment
- Call or follow up with leads after form submissions to gather missing details and make the first point of contact
- Qualify and filter leads so Dani only spends time on stronger-fit prospects
- Create soft proposals in Canva using Dani’s existing template and criteria
- Send proposals and manage follow-up communication after proposals go out
- Track accepted proposals and support next steps once clients sign and pay
- Handle contract renewal outreach for staged homes coming up on end dates, including checking whether to send an extension invoice or schedule destaging pickup
- Support basic invoicing and admin follow-up tied to signed projects and renewals
- Potentially assist with a landing page connected to Shopify for the future Elevated Home product line, depending on complexity
Requirements
- Strong customer service aligned with a luxury brand experience
- CRM experience
- Some sales administration experience
Nice to Have
- Stageforce experience, though not required
- Basic invoicing experience
- Comfort pulling reports / basic data handling
- AI tool familiarity, including Claude
- Ability to help with light landing page / Shopify setup
- Natural communication skills on calls; should not sound overly salesy
Work Arrangement
Remote (Worldwide)
Additional Information
- Part-time, 20 hours/week
- Availability: 10 AM Pacific time
- English proficiency rating required (CEFR level)
- Coconut VA Profile (Resume) must follow specified template and be in English
- 1-minute introduction video required (preferably via Loom)
- Submitting video grants Coconut permission to share it on their platforms
- Videos with broken or dummy links will result in disqualification
