Job Title: Inbound Lead & Client Success Specialist

Job Modality: 100% Remote
Employment Type: Full-Time
Industry: Real Estate
Working Hours: Monday–Friday, 9:00 AM–5:00 PM CST
Languages: English and Spanish

About the Client

Our client is a growing real estate company focused on providing a responsive, personalized, and seamless experience throughout the client journey.

They are looking for an Inbound Lead & Client Success Specialist to manage incoming leads, maintain consistent client communication, coordinate appointments, and ensure every active process is accurately tracked.

About the Role

We are looking for a proactive, organized, and client-focused professional to join Global Team and work directly with our client.

In this role, you will be one of the first points of contact for prospective clients. You will respond to inquiries, qualify leads, coordinate appointments, maintain CRM records, and support clients throughout different stages of the real estate process.

You will collaborate with the real estate and leadership teams to ensure fast response times, accurate documentation, and a positive client experience. Experience in inbound sales, customer success, lead management, or real estate is highly valued.

Key Responsibilities

Respond to inbound leads promptly and professionally.
Engage prospective clients through phone, email, text messages, and other communication channels.
Gather relevant information and qualify leads according to established criteria.
Build trust and maintain strong relationships with prospective and existing clients.
Schedule and confirm consultations, property-related appointments, and follow-up calls.
Maintain the CRM daily with complete and current information.
Track all active leads, transactions, client processes, deadlines, and next steps.
Conduct persistent and professional follow-ups with prospective clients.
Coordinate with agents and other team members to facilitate effective client handoffs.
Maintain accurate and organized documentation.
Identify urgent matters and escalate them to the appropriate team member.
Ensure clients receive timely updates throughout their experience.
Support lead conversion and client retention without using an overly aggressive sales approach.

Required Skills and Experience

Previous experience in inbound lead management, client success, customer service, sales support, or a similar client-facing position.
Professional fluency in English and Spanish.
Experience using CRM and lead management systems.
Strong appointment scheduling and calendar management skills.
Excellent verbal and written communication.
Strong organizational skills and attention to detail.
Ability to respond quickly and manage time-sensitive requests.
Strong follow-up and relationship-building abilities.
Ability to work independently and remain accountable for outcomes.
Confidence communicating with prospective clients.
Ability to manage multiple active leads and processes without missing deadlines.
Reliable internet connection and a professional remote workspace.

Bonus Points For

Previous experience in the real estate industry.
Experience supporting real estate agents or brokerage teams.
Familiarity with real estate CRMs and transaction processes.
Experience converting inbound leads into qualified appointments.
Knowledge of client retention and customer success practices.

What We Offer

A fully remote, full-time opportunity.
The opportunity to work with a growing real estate company.
A collaborative and client-centered work environment.
Exposure to real estate lead management and client success.
Opportunities for professional growth and increased responsibility.

Sales Development Representative (SDR)