Real Estate CRM System Executive

A. System Activities & Development

• Record, update and following up on CRM Database.
• Track teams’ data entry and Keep customers information up to date.
• Ensure that data isn’t false duplicated or missed entirely.
• Track Opportunities’ progress till closed to understand lead quality.
• Ensure daily Pipeline Report processes are running smoothly.
• Identify & analyze potential new data/ problems through navigating the system daily and report to the management.
• Suggest / Create procedures and techniques to maximize CRM data and minimize time required to develop reports.

B. Departments’ Interactions

• Understand users’ performance
• Oversee, Track and maintain the activities of the entire departments (Call Center/ Operations/ Sales/ Finance/ Marketing)
• Monitor information flow within CRM users.
• Investigate, analyze and resolve reported defects from different departments in coordination with related users (IT/ Odoo Providers)
• Delegate tasks to individual sales representatives (data updating, cleaning, assigning…etc.)
• Coordinate with Sales and marketing teams as required based on departmental actions.
• Extract data from Odoo system to support efficiently the daily operations for the Sales and Marketing departments through effective reporting.
• Set tasks and reminders for follow-up with teams.
• Introduce, educate and train new users on using the system in a completely right way.
• Maintain excellent business relationships with related departments’ members.

C. Data Analysis

• Export data into intelligence reports for greater analysis.
• Develop all needed Reports & analysis requested by upper management/ related departments and report in PPT/XLV formats.
• Audit data for cleanliness and process improvements
• Suggest / Create procedures and techniques to maximize CRM data efficiency and minimize time required to develop report analysis.

• Bachelor’s degree in business administration/marketing.
• 4-5 years’ experience in using real-estate CRM system.
• Excellent communication skills and Very good in English.
• Excellent knowledge of MS Office Programs (Excel & PPT is a must)
• Understanding of Real-estate market demands & dynamics.
• Great Organizational skills and ability to multi task.
• Outstanding Interpersonal skills.
• Ability to work with a team and being an effective team member.

Preferred Skills

• Knowledge of Odoo Real-estate CRM System

Additional Notes

CRM Executive is able to access, view & edit data across the system