Follow Up Boss Specialist

Role: Follow Up Boss Specialist

Tasks:

- Ensure the CRM system (FUB) contains complete and up-to-date contact information through diligent skip tracing and data verification.
- Conduct lead audits to maintain the integrity and quality of our database.
- Configure back-end settings for contacts, including reminders and follow-ups, to foster strong client relationships.
- Assume a proactive role in setting up tasks and reminders within FUB to enhance team productivity and client engagement.
- Prepare for future leadership responsibilities by embodying the team's standards of excellence and operational efficiency.

Desired Skills:

- Unmatched expertise in FollowUp Boss, with a proven ability to enhance CRM operations.
- Experience in real estate transaction coordination or a similar field, with a preference for those familiar with high-volume, high-profile client interactions.
- Exceptional organizational skills and a detail-oriented approach, ensuring accuracy in all facets of the role.
- Strong communication skills to effectively collaborate with teaUpgrade to see actual infombers and engage with our distinguished clientele.
- The capability and drive to evolve into a leadership role within the team, guiding future CRM optimization efforts.

Tools:

- FUB or FollowUp Boss