Executive Assistant + CRM & Lead Management Virtual Assistant

About this role

We are looking for an Executive Assistant and CRM/Lead Management Virtual Assistant to support real estate teams, business owners, executives, and sales teams with executive assistance, CRM administration, lead organization, scheduling, and operational workflows. The primary responsibility is to maintain accurate CRM and lead records, organize follow-up activities, support executive priorities, track client communications, and ensure important tasks move forward on schedule .

This is an ideal opportunity for someone with experience in executive assistance, CRM management, real estate administration, lead management, or sales support who is highly organized, detail-oriented, and interested in stable, long-term career growth. KEY RESPONSIBILITIES Manage and maintain CRM systems such as Lofty, Follow Up Boss, BoldTrail, KVCore, GoHighLevel, or similar platforms. Add, update, tag, categorize, and organize lead records within the CRM.

Maintain accurate contact information, lead statuses, notes, reminders, tasks, and communication history. Review CRM records regularly to identify incomplete information, duplicate contacts, overdue tasks, and missing follow-up activities. Assign leads to the appropriate team members, stages, pipelines, or campaigns. Add prospects and clients to approved drip campaigns, follow-up sequences, and CRM automations. Send approved property information, updates, and follow-up emails to prospects and clients.

Track cold, warm, and hot leads and ensure follow-up activities are completed on time. Support calendar management, executive scheduling, appointments, reminders, and daily priorities. Assist with lead tracking, pipeline reporting, database cleanup, and CRM organization. Review call records, email communication, text messages, or activity histories when required. Assist with listing input, MLS updates, property information, and real estate administrative tasks.

Prepare reports, task summaries, lead updates, and pipeline information for leadership. Track executive priorities, assignments, deadlines, and pending items. Support administrative workflows, process documentation, and operational coordination. Provide clear daily updates regarding completed tasks, pending items, lead activity, questions, and potential blockers. Follow established Standard Operating Procedures, checklists, deadlines, and manager instructions.