Executive Assistant (with Real Estate Experience)

Role Overview

We are seeking an experienced, highly organized Executive Assistant & Operations Team Lead to oversee daily administrative workflows, drive team accountability, and optimize our real estate CRM systems. In this dual-capacity role, you will act as a right hand to executive leadership while leading support staff to ensure seamless operations, rigorous checklist execution, and flawless CRM automations.

Key Responsibilities

Executive Support & Team Leadership

Serve as the primary operational contact for executive leadership, managing high-priority projects and task delegation.

Direct, mentor, and lead the administrative team, ensuring daily operations align with company goals.

Maintain rigorous oversight of team execution—running, updating, and auditing daily operational checklists to ensure zero dropped balls.

Lead regular accountability check-ins and follow up on outstanding action items across the department.

CRM Management & Systems Automation

Manage, structure, and optimize Sierra Interactive and Follow Up Boss (FUB) CRMs.

Build, maintain, and troubleshoot internal automations, smart plans, lead-routing rules, and third-party integrations.

Audit CRM database health, ensuring proper lead tagging, pipeline movement, and data integrity.

Train team members and agents on CRM best practices and system updates.

Process & Quality Control

Create, document, and enforce Standard Operating Procedures (SOPs) and detailed checklists for transaction and operational workflows.

Systematically track performance metrics and task completion rates using checklist management systems.

Qualifications & Requirements

Experience: Minimum 2–4 years of direct experience working within a Real Estate company in an administrative, operations, or executive support role.

Systems Expertise: Advanced proficiency with Sierra Interactive and Follow Up Boss (FUB) CRMs is required.

Technical Skills: Proven experience building automations, smart plans, and API/Zapier integrations within real estate software platforms.

Leadership: Demonstrated experience leading a team, delegating tasks, and driving project completion.

Mindset: An exceptionally detail-oriented "checklist person" who thrives on order, systematic follow-up, and continuous process improvement.

Core Competency Checklist

Follow-Through: Relentless commitment to tracking tasks from assignment to full completion.

Technical Aptitude: Ability to quickly learn, connect, and streamline new software platforms.

Communication: Clear, direct verbal and written communication suitable for executive alignment and team management.

Please add "Leverage Agent - EA" at the start of your application.