Lead Manager

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Assistantly

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

👥 HR Tech

🎯 Recruiter

🏢 Enterprise

HR Tech • Recruitment • Enterprise

Assistantly is a company that specializes in providing top-tier virtual and executive assistants to businesses looking for efficient and cost-effective solutions. The company offers a wide range of services including administration, marketing, operations, finance, and client success, providing a substantial cost saving to clients. Assistantly focuses on easing the hiring, onboarding, managing, and retaining of highly skilled assistants by offering fully-managed and scalable plans with a fixed monthly rate. Their unique selling point is the provision of highly qualified "unicorn" assistants who are trained for efficiency and come with a dedicated success team, ensuring the best possible match for their clients' needs. Trusted by over 500 fast-growing companies worldwide, Assistantly's main goal is to help businesses grow faster and more effectively by managing the complexities of building a team.

📋 Description

• Serve as the Lofty Subject Matter Expert, acting as the primary point of contact for all CRM-related questions and troubleshooting • Train and support agents on how to properly use Lofty, ensuring adoption, consistency, and best practices across the team • Own the entire Lofty platform, including setup, workflows, tagging, automation, and pipeline optimization • Manage inbound company leads as an ISA, responding quickly, qualifying prospects, and routing opportunities appropriately • Ensure no lead goes untouched, monitoring follow-ups and holding agents accountable to response standards • Audit and improve current CRM workflows, identifying gaps and implementing smarter systems to increase efficiency and conversion • Create and optimize drip campaigns and automation sequences for buyers, sellers, and long-term nurture • Track lead activity and pipeline health, providing visibility into performance and areas for improvement • Recommend strategic enhancements to improve speed-to-lead, follow-up consistency, and overall CRM performance • Maintain clean data hygiene, updating records, managing duplicates, and keeping the database organized

🎯 Requirements

• 3+ years experience managing a real estate CRM (must-have) • Strong hands-on experience with Lofty CRM (must-have) • Experience working as an ISA or managing inbound real estate leads (must-have) • Strong understanding of real estate sales funnels and lead conversion processes (must-have) • Confident communicator comfortable teaching and training others • Highly organized with strong attention to detail • Proactive and strategic thinker who suggests improvements, not just executes tasks • Self-starter who takes ownership and drives results

🏖️ Benefits

• Competitive salary • Paid US holidays • Paid wellness days • Health & wellness allowance • Monthly profit sharing • Sales, AI, and Operations upskilling • Dedicated Success Manager and long-term placement support