Operations and Client Success professional with over 6 years of experience supporting business owners, executives, clients, and remote teams across real estate, workforce management, and business operations.
Experienced in leading client success functions, managing client and Remote Professional relationships, coordinating onboarding and offboarding processes, reviewing contracts and documentation, monitoring operational performance, and supporting workforce and service delivery initiatives. Skilled at working across multiple departments to ensure efficient operations, strong client outcomes, and a positive experience for both clients and tea
Bringing a strong background in real estate operations, including lead generation, appointment setting, transaction coordination, contract-to-close management, and client communications. Proven ability to manage competing priorities, maintain high levels of accuracy, and build effective relationships with stakeholders at all levels.
Experienced in developing reports, improving workflows, building Airtable dashboards and interfaces, and supporting automation initiatives that enhance visibility, accountability, and operational efficiency. Known for taking initiative, solving problems, and ensuring projects and operational tasks stay on track.
Experience: 5 - 10 years
Specialised in real estate lead generation, prospecting, cold calling, and appointment setting, with a proven ability to identify opportunities and convert prospects into qualified leads. Experienced in managing CRM systems, conducting follow-ups, nurturing client relationships, maintaining accurate records, and supporting agents throughout the sales process. Adept at building rapport, overcoming objections, and delivering high-quality leads while ensuring efficient pipeline management and exceptional client service.
Experience: 1 - 2 years
Experienced in coordinating daily operations across multiple teams, ensuring smooth workflow, timely communication, and effective task management. Skilled in handling client and staff concerns, monitoring performance, managing schedules, facilitating onboarding and offboarding processes, tracking action items, and supporting business operations. Proficient in prioritising urgent matters, maintaining accurate records, and collaborating with stakeholders to improve efficiency and service delivery.
Experience: 2 - 5 years
Providing comprehensive executive support through effective management of schedules, communications, projects, and operational priorities. Skilled in coordinating meetings, preparing reports and documentation, monitoring action items, managing confidential information, and facilitating communication across multiple teams and departments. Demonstrated ability to prioritise competing demands, anticipate needs, and proactively support executives in achieving business objectives and operational efficiency.
Experience: 1 - 2 years
Actively involved in the design, development, and optimisation of Airtable systems to support project and operational management. Experienced in building databases, creating dashboards, organising workflows, and contributing to automation strategies that improve efficiency and reporting. Skilled in analysing business processes, recommending system enhancements, structuring interfaces, and collaborating with teams to develop user-friendly solutions that streamline operations and support decision-making.
Experience: 5 - 10 years
Managing real estate transactions from contract execution through closing, ensuring seamless coordination between all parties and timely completion of critical milestones. Experienced in contract management, document preparation, compliance tracking, deadline monitoring, title and escrow coordination, and client communication. Skilled in resolving issues proactively, maintaining accurate transaction records, and overseeing the closing process to ensure successful and efficient settlements while delivering exceptional client service.
Experience: 1 - 2 years
Experience: Less than 6 months
Experience: 2 - 5 years
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