CRM Executive (Real Estate Industry Only)

• Ensure all client and project details are accurately reflected in the CRM and linked to relevant property records.
• Provide user support and training to internal teams on Salesforce functionalities.
• Customise dashboards, reports, workflows, and automations to support business objectives.
• Manage communication with existing and potential clients through the CRM system.
• Ensure timely follow-ups on leads, inquiries, and post-sales service requests.
• Manage and maintain the Salesforce CRM platform to ensure smooth and efficient operations.
• Create and maintain custom fields, objects, and validation rules in Salesforce.
• Coordinate with the IT team to ensure seamless system integration with other real estate platforms.
• Support the sales and marketing teams in executing campaigns, promotions, and lead management through CRM.
• Identify patterns and trends from CRM data to support marketing and sales strategies.
• Maintain confidentiality and security of all client and company information.
• Provide management with actionable insights to improve processes and customer engagement.
• Track unit handovers, payments, and registration milestones.
• Regularly update and validate customer, lead, and opportunity data to maintain data integrity.
• Coordinate with Oqood and RERA teams for property registration, compliance, and documentation.
• Ensure seamless lead flow from marketing initiatives to the sales pipeline.
• Ensure compliance with data protection laws, RERA guidelines, and company policies.
• Manage Sales and Purchase Agreement (SPA) entries, documentation, and updates within CRM.
• Assist in implementing new CRM features, integrations, and enhancements.
• Track customer interactions and provide insights for personalised engagement.
• Monitor and report campaign effectiveness using CRM analytics.
• Generate and analyse CRM reports to monitor KPIs such as lead conversion, sales performance, and client retention.
• Develop automated workflows, triggers, and dashboards for sales tracking.
• Collaborate with the sales team to ensure customer satisfaction and resolve issues promptly.
• Manage Salesforce modules, including Sales Cloud, Service Cloud, and Marketing Cloud.
• Identify opportunities to streamline CRM processes for improved efficiency.

We are seeking a detail-oriented and tech-savvy CRM Executive with strong knowledge of Salesforce CRM and hands-on experience in real estate operations, including SPA processing, good registration, and RERA documentation. The ideal candidate will be responsible for managing and optimising the company’s CRM system, ensuring data accuracy, supporting sales and marketing teams, and improving the overall customer experience through effective CRM utilisation and analytics.

• Hands-on experience with Salesforce CRM (Sales Cloud, Service Cloud, or Marketing Cloud preferred).
• Proficient in Microsoft Office (Excel, PowerPoint, Word).
• Excellent data analysis and reporting skills.
• Strong communication, organisational, and problem-solving skills.
• Proven experience as a CRM Executive, Salesforce Administrator, or CRM Coordinator within the Real Estate industry.
• Familiarity with SPA, Oqood, and RERA processes is mandatory.
• Bachelor’s degree in Business, Information Technology, Marketing, or a related field.
• Salesforce Certification (Administrator / Associate) is an added advantage.
• Strong understanding of CRM workflows, lead management, and customer lifecycle in real estate.