Executive Client Liaison (Real Estate - Remote)

Location: Remote (home-based, core hours aligned with US Eastern Time)

Type: Full-time

Key Responsibilities

Buyer Qualification Calls

• Conduct qualifying calls with inbound leads (mainly Instagram DM and website inquiries) to understand property interest, timeline, budget, financing status, and motivation
• Separate genuine buyer leads from seller/listing leads early
• Ask natural, unscripted-sounding questions that build trust.
• Act as go-between for buyers and agents before and after a match — chasing availability, relaying buyer preferences, keeping both sides informed
• Coordinate handoff of qualified buyers to the right agent with full context before their first direct conversation
• Stay engaged through early viewings and agreement logistics to lighten agents' load

Buyer Agreement Coordination

• Know the difference between exclusive and non-exclusive buyer agreements and when each applies
• Send the correct agreement once a lead qualifies, and answer buyer questions on terms
• Escalate any negotiation on terms (length, fee) to the agent or broker.

Compliance & Documentation

• Keep accurate records of every call, disclosure, and document sent — this role exists partly to make the business more auditable
• Flag any documentation gap or inconsistency immediately

CRM & Systems

• Log leads, call outcomes, and stage changes in Follow Up Boss and Asana in real time
• Flag stalled leads before they go cold
• Work comfortably in ManyChat, Dotloop, and Google Calendar (training provided)

Executive Assistant to the Broker

• Turn spoken or informal notes into completed tasks without needing everything spelt out
• Write and prepare purchase offers
• Upload new MLS listings and edit existing ones (price, status, photos, descriptions)
• Run MLS searches and build curated listing sets for buyers
• Pull basic market reports as needed
• Manage calendar — bookings, rescheduling, keeping it realistic against her time in the field

What We're Looking For

• Solid real estate experience — as a licensed agent, transaction coordinator, buyer's agent assistant, or similar client-facing role — with a real understanding of the buyer's journey
• Experience with qualifying/sales calls is a strong plus
• Working familiarity with MLS (uploading, editing, running searches) required; experience writing purchase offers is a strong plus
• Highly articulate and well-spoken — you represent the brand's voice on every call
• Excellent written and verbal communication, with the range to be warm with clients and precise with agents/systems