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Sphere Rocket VA US is seeking an experienced administrative back-end support professional to manage CRM and deal workflows for real estate operations. The role involves maintaining contacts, logging communications, and ensuring data integrity across BoldTrail and the Deal Engine.
You will track pipeline timelines, audit deals, and support acquisition/disposition teams with BPO accounting tasks in SkySlope.
Database & Deal Engine Management: Maintain buyer, seller, and wholesaler contacts in the Deal Engine; collect missing deal details to complete intake forms and perform routine contact follow-ups.
CRM Administration (BoldTrail): Log contact records, communications, and notes in BoldTrail; ensure data consistency across CRM platforms and the Deal Engine database.
Pipeline Tracking & Stalled Deal Auditing: Track property timelines; audit 14-day-old deals to confirm active/sold status via automated BoldTrail email/text campaigns and direct phone outreach.
Team & Transaction Coordination: Daily alignment with acquisition and disposition teams; assist with Broker Price Opinion (BPO) accounting workflows and create BPO transaction records in SkySlope.
Executive Support & Communications: Manage and organize six email inboxes; maintain Google Workspace file systems; participate in weekly technical/team meetings via Google Chat or WhatsApp.