Level 9 Virtual

Customer Success Manager

• Respond to customer inquiries and support requests in a professional and timely manner.
• Troubleshoot and resolve CRM-related issues.
• Gather and document information necessary to investigate and resolve concerns.
• Escalate complex issues when necessary.
• Deliver a positive customer experience through clear and effective communication.
• Assist new users with account setup and platform onboarding.
• Conduct support and training sessions via virtual meetings.
• Provide guidance on platform features, functionality, and best practices.
• Create instructional materials and video tutorials as needed.
• Build and configure CRM assets, including automations and workflows, email campaigns, funnels and landing pages, forms and surveys, appointment booking systems, online courses and client portals, and websites and related digital assets.
• Create, update, and maintain knowledge base articles and support documentation.
• Identify recurring issues and develop resources to improve user self-service.
• Track and manage assigned tasks and projects.
• Maintain organized records and project updates.
• Collaborate with team members to support business objectives and client success.

CRM Support & Implementation Assistant

• Manage and maintain the RealNex CRM database
• Update property listings, contact records, and lead information accurately
• Monitor incoming lead inquiries and respond promptly via email, text, or CRM messaging
• Qualify and route leads as needed
• Track lead activity and maintain detailed notes within the CRM
• Follow up with prospects regarding available commercial properties
• Ensure all client and property information remains organized and up to date
• Assist with pipeline management and lead tracking
• Generate reports and provide updates on lead activity when requested
• Support the broker with administrative CRM-related tasks

CRM Support & Implementation Assistant

RealNex CRM & Lead Management Specialist – Commercial Real Estate