Requirements
- Advanced proficiency in CRM (HubSpot or similar)
- Experience using call tracking and QA platforms such as CallRail or similar
- Demonstrated ability to manage and respond across multiple digital channels (phone, email, chat) in a fast-paced environment
- Strong data analysis skills
- Intermediate proficiency in Excel
- Experience developing, documenting, and training on SOPs and workflows
- Proven ability to maintain high data accuracy and process consistency across a team
Nice to Have
- Experience in optimizing or administering CRM systems, including workflow design and process improvement
- Familiarity with AI-driven tools (chatbots, automated responses, call transcription, or similar technologies)
- Experience in a high-volume inbound sales or customer experience environment
- Understanding of system integrations between CRM, marketing platforms, and call tracking tools
- Experience in building reporting dashboards and delivering performance insights to leadership
- 2-5 years experience in managing a team that requires constant performance feedback
- 5+ years background in customer-driven industry, ex: real estate or sales
Benefits
- 11 paid holidays; 10 vacation days, 10 sick days, Two Volunteer Days off, Two Personal Days, Day off for Annual Physical, Day off for your Birthday; Comprehensive Parental and Bonding Leave
- Medical and Dental Coverage through Cigna; Vision Coverage through EyeMed; Life, AD&D, Disability Insurance; Flexible Spending Account
- Company Matched 401(k) Retirement Savings Plan; access to retirement planning coaches
- Annual Wellness Reimbursement of up to $900
- Tuition Reimbursement; company paid certifications, memberships, and licensures; mentoring programs; growth paths; regular performance evaluations and training opportunities
- Rental and Van Metre Home purchase discounts; employee discount through Walker Title Company; employee discount through Intercoastal Mortgage
Work Arrangement
Hybrid
Additional Information
- Monday-Friday, 7am-7pm with rotating weekend coverage and 8-hour shifts
- Paid Time Off: 11 paid holidays; 10 vacation days, 10 sick days, Two Volunteer Days off, Two Personal Days, Day off for Annual Physical, Day off for your Birthday; Comprehensive Parental and Bonding Leave