Lead Operations & Client Relationship Coordinator
My Home SoldDana Point, CA
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Job Description
Lead Operations & Client Relationship Coordinator
We are seeking a Lead Intake & Client Relationship Coordinator to join our fast-growing real estate investment and home-buying company. This person will play a critical role in converting inbound marketing leads, following up with existing leads, maintaining customer relationships, and ensuring smooth scheduling and lead-flow management.
Responsibilities
- Handle inbound leads from phone calls, web forms, ads, and marketing campaigns
- Follow up with warm and cold company leads to maintain engagement
- Build rapport with homeowners and understand their property needs
- Qualify leads to determine motivation, property condition, and timeline
- Maintain consistent communication via phone, text, and email
- Organize and track leads in the company CRM
- Update notes, statuses, follow-up tasks, and documentation
- Maintain accurate lead flow and pipeline progression
- Schedule appointments for evaluations, consultations, and follow-up calls
- Coordinate with the acquisitions team for accurate scheduling
- Confirm appointments and handle reschedules
- Provide exceptional support and service to homeowners
Must-Have Requirements
- Flexible schedule
- Coachable and open to learning systems and scripts
- Prior customer service or phone experience
- Reliable transportation
- Own a computer with reliable internet
- Strong communication and organizational skills
- Ability to manage a high volume of daily calls
Preferred (not required)
- Experience in real estate, home services, or sales
- Familiarity with CRM systems
- Bilingual (English/Spanish)
What We Offer - Be part of a team that's uplifting, supportive, and committed to winning together.
- Competitive Pay + Performance IncentivesYour hard work is rewarded!
- Clear Growth & Career Advancement OpportunitiesWe promote from within. If you're ambitious and coachable, you will move up.
- World-Class Training & Leadership DevelopmentWe invest in you with ongoing coaching, skill-building, and professional development.
- A Team Culture That Feels Like FamilyWork alongside motivated people who encourage you, push you, and celebrate your success.
- Meaningful Work That Makes a Real ImpactHelp homeowners facing all types of situations and be part of life-changing solutions every day.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.