Lead Manager / Virtual Assistant

About the Company

Our client is a growing real estate investment company specializing in purchasing homes directly from property owners. The company provides homeowners with a straightforward way to receive a no-obligation cash offer within 24 hours and operates across real estate wholesaling, property flipping, and long-term holdings.

The company uses a combination of technology, AI-powered outreach, and a dedicated acquisitions team to identify opportunities and provide homeowners with efficient solutions for selling their properties.

Role Overview

We are seeking a proactive and confident Lead Manager / Virtual Assistant to manage and qualify warm seller leads generated through the company's AI-powered outreach system.

The company's AI platform handles the initial stages of outreach through calls, texts, and emails. Once a prospective seller engages and demonstrates interest, the Lead Manager will take over the conversation, gather the necessary information, qualify the opportunity, and schedule appointments for the acquisitions team.

This is not a passive administrative VA position. The ideal candidate is assertive, comfortable leading conversations, and capable of asking thoughtful follow-up questions to uncover a seller's motivation, situation, timeline, and property details.

Key Responsibilities

Lead Management & Qualification

Manage warm seller leads generated through the company's AI-powered outreach system.
Take over conversations after prospective sellers engage with initial AI outreach.
Handle warm transfers and communicate directly with homeowners.
Conduct structured qualification conversations to determine whether leads meet established acquisition criteria.
Gather detailed information regarding the property and seller's circumstances.
Identify seller motivation, timeline, expectations, and potential obstacles.
Ask thoughtful follow-up questions when information is incomplete or unclear.
Determine the appropriate next step for each opportunity.
Maintain consistent communication with active leads throughout the qualification process.

Seller Communication

Communicate professionally and confidently with prospective property sellers.
Build rapport quickly and create a positive experience for homeowners.
Lead conversations rather than simply responding to questions.
Use an assertive but respectful communication style to uncover important information.
Listen carefully for underlying motivations and potential opportunities.
Handle initial questions and objections professionally.
Adapt communication style based on each seller's situation.
Maintain excellent spoken and written English across phone, text, and email communication.

Appointment Setting

Schedule qualified seller appointments for the acquisitions team.
Ensure acquisition representatives receive complete and accurate information before appointments.
Confirm appointments and provide sellers with appropriate next-step information.
Follow up with qualified leads who are not immediately ready to schedule.
Help minimize missed opportunities through consistent and timely follow-up.
Maintain accurate appointment information within the CRM.

AI Lead System Management

Work alongside an AI-powered outreach platform that conducts initial calls, texts, and emails.
Monitor incoming responses and identify opportunities requiring human interaction.
Take over conversations when leads are transferred from the AI system.
Review AI-generated conversations and available lead context before engaging sellers.
Ensure smooth handoffs between automated outreach and human qualification.
Identify situations where additional human follow-up is necessary.
Maintain organized workflows between the AI platform, Salesforce, and the acquisitions team.
Develop a strong understanding of how AI-generated outreach fits into the overall lead management process.

Salesforce & CRM Management

Use Salesforce daily to manage leads, activities, appointments, and follow-up.
Maintain accurate and complete lead records.
Document seller conversations, property information, motivations, and next steps.
Update lead stages and statuses consistently.
Create and manage follow-up activities.
Review the pipeline regularly to identify leads requiring additional attention.
Ensure no qualified opportunity is lost due to incomplete documentation or missed follow-up.
Keep acquisition representatives informed of important developments within their assigned opportunities.

Lead Follow-Up & Pipeline Management

Maintain consistent follow-up with sellers who are interested but not immediately ready to move forward.
Prioritize leads based on motivation, timeline, and overall opportunity.
Re-engage prospects when appropriate.
Track outstanding questions, commitments, and next steps.
Proactively identify leads that require additional attention.
Maintain an organized pipeline of active seller opportunities.
Escalate highly motivated or time-sensitive opportunities quickly to the acquisitions team.

Required Qualifications

2–5 years of experience in lead management, real estate virtual assistance, inside sales, appointment setting, customer service, sales development, or a related role.
Experience using Salesforce.
Excellent spoken and written English.
Strong telephone communication skills.
Confident and assertive communication style.
Ability to lead conversations and ask effective qualification questions.
Strong listening skills and ability to uncover information beyond surface-level responses.
Comfortable communicating with prospective sellers by phone, text, and email.
Strong technical aptitude and ability to quickly learn new software.
Experience managing leads through a structured pipeline.
Strong organizational and follow-up skills.
High attention to detail when documenting conversations and updating CRM records.
Ability to work independently and proactively in a remote environment.
Full-time availability Monday–Friday.

Preferred Qualifications

Previous experience within real estate wholesaling, acquisitions, investing, flipping, or another residential real estate environment.
Experience qualifying motivated seller leads.
Previous experience supporting real estate acquisition representatives.
Experience working with AI-powered sales, outreach, or lead management tools.
Experience working with warm transfers.
Background in appointment setting or inside sales.
Familiarity with automated calling, texting, and email outreach systems.
Experience identifying seller motivation and qualifying real estate opportunities.

Technology & Tools

Candidates should have experience with or be comfortable using:

Salesforce
AI-powered outreach and lead management platforms
Calling and SMS platforms
Email communication tools
Calendar and appointment scheduling platforms
CRM and pipeline management systems
Google Workspace and/or Microsoft Office

Role Details

Position: Lead Manager / Virtual Assistant
Experience: 2–5 years
Employment Type: Full-time
Schedule: Monday–Friday
Work Environment: Remote
Primary focus on warm lead qualification, seller communication, follow-up, and appointment setting.
Initial prospect outreach is primarily handled through an AI-powered system.
Qualified opportunities are scheduled with the acquisitions team for further evaluation and closing.

What This Role Offers

Opportunity to work within a growing real estate investment company.
Exposure to wholesaling, property flipping, and long-term real estate investment strategies.
Opportunity to work directly alongside AI-powered lead generation and outreach technology.
Clear ownership of the lead qualification and appointment-setting process.
Opportunity to develop deeper experience in real estate acquisitions and motivated seller lead management.
A role where proactive communication and strong judgment directly impact the company's acquisition pipeline.

Ideal Candidate Profile

The ideal candidate is a proactive Lead Manager who combines strong communication skills with the organization and technical capabilities of an experienced Virtual Assistant.

They are not someone who simply waits for instructions or works through a checklist. When speaking with a seller, they are comfortable taking control of the conversation, asking follow-up questions, and respectfully pushing for the information necessary to determine whether a genuine opportunity exists.

They should also be highly comfortable with technology. Because the company's AI system handles much of the initial outreach, this person needs to understand when automation should hand off to a human and be able to transition into those conversations naturally.

The strongest candidate will combine excellent English, Salesforce expertise, assertive communication, real estate lead qualification skills, and proactive follow-through.

Success Metrics

Success in this role will be measured through:

Number and quality of qualified seller opportunities.
Qualified appointments scheduled for acquisition representatives.
Lead-to-appointment conversion rates.
Speed of response to warm transfers and engaged leads.
Quality and completeness of seller qualification.
Ability to uncover seller motivation, timeline, and property information.
Appointment attendance and show rates.
Consistency and effectiveness of lead follow-up.
Accuracy and completeness of Salesforce records.
Effective coordination between the AI outreach system and acquisitions team.
Reduction in missed or neglected opportunities.
Overall contribution to the company's real estate acquisition pipeline.

Lead Manager/Virtual Assistant - 21105