Related skills
looker salesforce pipeline management lead routing follow up boss📋 Description
- Own key sales conversion stages; set benchmarks and drive QoQ improvements.
- Monitor Orchard Max pipeline daily; identify at-risk leads and coordinate actions.
- Design and run structured tests across funnel stages; scale winning approaches.
- Audit CRM data for lead disposition, SLA adherence, and follow-ups.
- Build and maintain reporting for leadership visibility into funnel performance.
- Partner with sales, marketing, and product to remove bottlenecks and boost velocity.
🎯 Requirements
- 3+ years in sales ops, revenue ops, or brokerage ops in real estate.
- Proven ability to improve conversion metrics across a multi-stage funnel.
- CRM experience with Salesforce or Follow Up Boss; Looker BI tools.
- Experience designing and running structured tests to improve sales performance.
- Strong organization; manage multiple priorities and present findings.
- Experience with lead routing, dialers, or lead management automation is a plus.
- Background in real estate brokerage, iBuyer, or proptech is a plus.
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