Customer Service Sales Support ( Canadian Real Estate Experience Required)

Job Purpose:

- The Sales Support Worker handles all inbound calls, emails, and warm leads. They engage with leads, ask qualifying questions, and book meetings for the closer.

STRICT REQUIREMENT

Only candidates with verified Canadian Real Estate experience will be considered. Do not apply if you do not meet this criterion.

Key Responsibilities:

- Respond to inbound inquiries via phone, email, or website.

- Engage with leads warmly and ask qualification questions to book meetings.

- Schedule meetings on both the closer’s and their own calendar, and send invites to the client.

- After the demo, if the client says yes, immediately schedule a signing appointment including the closer, the client, and the sales support worker.

- Send a pre-meeting email with pricing, service details, and the contract for review.

- During the signing meeting, ensure the Contract, PAD agreement, and Info Sheet are completed and signed.

- Move the client into onboarding once all documents are finalized.

- If the client says no, move them into a nurture pile.

- If the client says “not now”, follow up monthly via email and phone until they are ready.

- The closer will handle daily follow-ups with “maybe” clients.

???? 1. Inbound Lead Handling

- Respond to all inbound leads from website, social media, email, or referrals within 15 minutes.

- Qualify leads using predefined scripts and log all interactions in CRM

- Book discovery or demo calls for the Salesperson/Closer (do not close sales directly).

- Follow up with leads who have not booked or responded within set timeframes.

???? 2. CRM & Communication Management

- Update and manage DealsDPT’s CRM pipeline ----------

- Tag, track, and report all lead activities daily.

- Maintain automated SMS and email follow-up workflows.

???? 3. Onboarding Coordination

- Schedule kickoff calls and assist with setup questions.

- Work with internal operations teams to ensure clients are transitioned smoothly into production.

???? 4. Customer Experience

- Maintain high responsiveness and professionalism in all communication.

- Ensure client satisfaction checkpoints at 7, 14, and 30 days.

- Collect testimonials, feedback, and identify upsell opportunities.

???? 5. Reporting

Provide weekly reports on:

- New inbound leads

- Response times

- Conversion to demos

- Client onboarding satisfaction

- Collaborate with marketing and sales to identify friction points.