CRM Sales Specialist

Job Title: CRM Sales Specialist (Real Estate)

Location: Mississauga

Industry: Real Estate (Residential / Commercial / Development)

Reports to: Team Lead

Salary: Base + Commission

Job Summary

We are seeking a detail-oriented and results-driven CRM Specialist to own and optimize our Customer Relationship Management (CRM) system within the real estate business. This role is critical in managing leads, nurturing client relationships, improving sales follow-up, and supporting agents and management with accurate data, automation, and reporting. The role will also require the individual to call the leads and book appointments.

The ideal candidate understands real estate sales cycles, lead pipelines, and client touchpoints—from first inquiry to closing and post-transaction follow-up.

Key Responsibilities

CRM Management & Optimization

• Own day-to-day management of the CRM platform (setup, configuration, maintenance)
• Customize pipelines for buyers, sellers, investors, tenants, and landlords
• Ensure accurate data entry, tagging, segmentation, and lifecycle tracking
• Maintain data integrity, deduplication, and compliance with privacy laws

Lead Management & Automation

• Manage inbound leads from MLS, websites, portals, ads, referrals, and open houses, social media
• Design and implement automated follow-ups (email, SMS, tasks, reminders)
• Assign leads to agents based on rules, availability, or performance
• Monitor response times and lead conversion rates

Sales & Agent Support

• Train agents and staff on CRM best practices and workflows
• Create standardized processes for prospecting, nurturing, and closing
• Support listing launches, buyer campaigns, and investor outreach
• Act as the go-to CRM expert for troubleshooting and improvements

Marketing & Client Nurturing

• Build drip campaigns for buyers, sellers, past clients, and investors
• Segment audiences based on location, budget, intent, and transaction stage
• Coordinate CRM campaigns with marketing initiatives and listings
• Track engagement metrics (opens, clicks, replies, appointments)

Reporting & Analytics

• Produce weekly/monthly reports on leads, conversions, pipeline value, and closings
• Provide insights to improve agent performance and marketing ROI
• Forecast sales activity and identify pipeline gaps
• Present CRM data clearly to leadership

Integrations & Systems

• Integrate CRM with MLS, marketing platforms, dialers, email, and calendars
• Work with vendors and tech partners to enhance system capabilities
• Recommend CRM upgrades, add-ons, or workflow improvements

Required Qualifications

• 2+ years of CRM experience (real estate preferred only)
• Strong understanding of real estate sales processes and client journeys
• Experience managing leads, pipelines, and automated follow-ups
• High attention to detail and data accuracy
• Strong communication and training skills
• Must have prior sales experience in real estate

Preferred Qualifications

• Experience with real estate CRMs (e.g., Follow Up Boss, HubSpot, Salesforce, LionDesk, kvCORE)
• Brokerage, development, or high-volume team experience
• Basic understanding of email/SMS compliance (CASL, privacy rules)
• Marketing automation or analytics experience

Key Skills

• CRM administration & optimization
• Lead nurturing & automation
• Sales analytics & reporting
• Agent training & support
• Process improvement
• Real estate operations mindset

Performance Metrics

• Lead response time
• Conversion rates (lead appointment deal)
• CRM adoption by agents
• Data accuracy and completeness
• Campaign engagement and ROI

Why Join Us

• Be at the center of sales and growth strategy
• Direct impact on revenue and agent productivity
• Work with leadership on scaling systems and operations
• Fast-growing real estate environment

Nik Handa Real Estate uses Workwolf's AI-enabled tools to sort and screen applications based on job-related criteria. All hiring decisions involve human review.