Lead Conversion & Client Success Specialist

Private Real Estate Collection; Cincinnati (OH); On-site; USD 40,000 - 70,000; Full time

Job summary

Private Collection is seeking a detail-oriented coordinator to serve as the central hub for inbound lead systems in a boutique real estate setting. You will ensure no opportunity is missed, engage with buyers and sellers, and support our agent team with timely, professional communication.

The role emphasizes CRM accuracy, proactive follow-up, and data-driven reporting to help agents walk into qualified appointments and stay ahead of the competition.

Qualifications

• Real estate experience is a plus.
• CRM experience (Follow Up Boss preferred).
• Customer service or inside sales experience.
• Comfortable learning multiple software platforms.

Responsibilities

• Manage Zillow leads, Follow Up Boss CRM, and RealScout buyer engagement.
• Perform text and email follow-up to keep leads engaged.
• Maintain CRM organization and data accuracy.
• Produce weekly reporting and lead analytics.
• Communicate with buyers, sellers, past clients, and our agent team.
• Support vendors as needed and help opportunities move to appointments.

Skills

Organization

Communication

Phone skills

Email writing

Time management

Problem solving

Initiative

Relationship building

Tools

Follow Up Boss

RealScout

Zillow

Job description

Help us ensure every opportunity becomes an exceptional client experience.

Private Collection is a boutique luxury real estate brokerage serving Ohio, Kentucky, and Florida. We believe extraordinary client experiences don’t happen by accident, they happen through exceptional systems, genuine relationships, and people who care deeply about details.

We’re looking for someone who loves organization, thrives on communication, and gets excited about turning opportunities into appointments.

If you’re energized by technology, enjoy talking with people, and believe every lead deserves a prompt, professional response, we’d love to meet you.

You’ll become the central hub for our inbound lead systems, ensuring no opportunity is missed.

You’ll manage:

• Zillow leads
• Follow Up Boss CRM
• RealScout buyer engagement
• Text and email follow-up
• CRM organization and data accuracy
• Weekly reporting and lead analytics

You’ll communicate with:

• Buyers
• Sellers
• Past clients
• Our agent team
• Preferred lenders
• Vendors when needed

Success in This Role Looks Like

• Every new lead receives a prompt response.
• Clients feel cared for from the very first interaction.
• Agents walk into qualified appointments instead of chasing cold leads.
• Our CRM stays organized and current.
• Opportunities are identified before competitors reach them.
• Loves talking with people
• Is incredibly organized
• Can manage multiple priorities without getting overwhelmed
• Writes professional emails and texts
• Has excellent phone skills
• Enjoys solving problems
• Takes initiative without waiting to be told what to do

Experience Preferred

• Real estate experience is a plus
• CRM experience (Follow Up Boss preferred)
• Customer service or inside sales experience
• Comfortable learning multiple software platforms