Lead Manager

Assistantly

Lofty Expert & Lead Manager at Assistantly managing the Lofty platform and inbound leads. Ensuring CRM adoption, tracking lead activity, and supporting agent performance in real estate.

Posted 6/22/2026full-timeRemote • 🇵🇭 PhilippinesSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

CRM managementlead conversion processesdrip campaignsautomation sequencesdata hygienepipeline optimizationworkflow auditingtaggingsetup

Soft Skills

confident communicatorteachingtraininghighly organizedattention to detailproactive thinkerstrategic thinkerownershipdriving results

Tools & Technologies

Lofty CRM

Industry Keywords

real estateISAsales funnelslead managementefficiencyconversionfollow-up consistency

About the role

Key responsibilities & impact

Serve as the Lofty Subject Matter Expert, acting as the primary point of contact for all CRM-related questions and troubleshooting
Train and support agents on how to properly use Lofty, ensuring adoption, consistency, and best practices across the team
Own the entire Lofty platform, including setup, workflows, tagging, automation, and pipeline optimization
Manage inbound company leads as an ISA, responding quickly, qualifying prospects, and routing opportunities appropriately
Ensure no lead goes untouched, monitoring follow-ups and holding agents accountable to response standards
Audit and improve current CRM workflows, identifying gaps and implementing smarter systems to increase efficiency and conversion
Create and optimize drip campaigns and automation sequences for buyers, sellers, and long-term nurture
Track lead activity and pipeline health, providing visibility into performance and areas for improvement
Recommend strategic enhancements to improve speed-to-lead, follow-up consistency, and overall CRM performance
Maintain clean data hygiene, updating records, managing duplicates, and keeping the database organized

Requirements

What you’ll need

3+ years experience managing a real estate CRM (must-have)
Strong hands-on experience with Lofty CRM (must-have)
Experience working as an ISA or managing inbound real estate leads (must-have)
Strong understanding of real estate sales funnels and lead conversion processes (must-have)
Confident communicator comfortable teaching and training others
Highly organized with strong attention to detail
Proactive and strategic thinker who suggests improvements, not just executes tasks
Self-starter who takes ownership and drives results

Benefits

Comp & perks

Competitive salary
Paid US holidays
Paid wellness days
Health & wellness allowance
Monthly profit sharing
Sales, AI, and Operations upskilling
Dedicated Success Manager and long-term placement support