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VA Masters in the Philippines seeks a detail-oriented CRM Expert to rebuild and maintain the BoldTrail/kvCORE CRM for a real estate-focused business. The role centers on data hygiene, lead organization, and campaign management, with no phone work involved.
You will import, categorize, and nurture leads to keep buyers and past clients engaged. The ideal candidate is meticulous, systematic, and comfortable working unsupervised, delivering a clean, well-ordered database and effective email
We're keen to bring on a detail-oriented CRM Expert with hands‑on BoldTrail experience to rebuild, order, and hold the CRM for our real estate business, which works chiefly with buyers. This is a back‑end, data‑focused role built around data hygiene, lead organization, and campaign management — clearing out our contact database, importing and categorizing leads, and running drip and email campaigns that keep buyers and past clients engaged. No phone or calling work is involved. The right person is meticulous, systematic, and takes real pride in a clean, well‑ordered database.
Rebuild and restructure our BoldTrail CRM into a clean, well‑ordered system
Clean and de‑duplicate existing contact records so data accuracy and integrity hold
Import, order, and tag leads from Zillow and other lead‑generation platforms
Transcribe handwritten notes from screenshots and key them accurately into the CRM
Categorize and segment the database by lead temperature and status (actively searching, paused, purchased, closed)
Build, launch, and run drip and email campaigns that nurture buyers and re‑engage past clients
Hold ongoing CRM hygiene as new leads and contacts arrive
Keep records consistent, current, and properly categorized across the database
Proven hands‑on work with BoldTrail (or kvCORE) or a comparable real estate CRM
Strong CRM data hygiene skills — cleanup, de‑duplication, segmentation, and accurate data entry
High attention to detail and a methodical, ordered approach to large datasets
Record of building and running drip and email marketing campaigns inside a CRM
Capacity to transcribe and key in data accurately from screenshots and handwritten notes
Solid written English and clear communication skills
Dependable, precise, and comfortable working unsupervised
Record in the real estate industry or backing real estate agents
Familiarity with lead sources such as Zillow, Realtor.com, or similar platforms
Grasp of lead nurturing and buyer/past‑client engagement strategies
Practical work with email marketing best practices and campaign performance tracking
Capacity to put forward improvements to CRM structure and workflows
Capacity to keep several tasks and priorities moving at once
This is a strong opening to carry a CRM from the ground up and leave a real, visible mark on how the business stays connected with its clients. You'll have the autonomy to order systems your way, the backing of a collaborative team, and room to grow as the role develops. If turning messy data into a clean, high‑performing system is what you love, we'd love to hear from you.