Virtual Assistant - Lofty Specialist & Website Operations

Proven experience managing Lofty CRM for real estate teams. Skilled enough to screen-share and demonstrate platform proficiency. Strong understanding of CRM workflows, automations, website editing inside Lofty, tagging systems, lead routing, and campaign setup. Experience with real estate systems, including lead management, listing data, follow-ups, and client communication workflows. Ability to learn or support light-level transaction coordination tasks (MLS entry experience preferred). Excellent spoken and written English; must communicate confidently and clearly. Highly organized, detail-oriented, and proactive. Able to work independently with little supervision. Reliable high-speed internet. Ability to perform daily check-ins and provide consistent updates.

Own Lofty platform operations, ensuring accurate setup, organization, and optimization. Manage, refine, and maintain Lofty CRM for listings, leads, contacts, follow-ups, drip sequences, tasks, and automations. Build, update, and optimize Lofty webpages and website sections. Ensure all contacts are properly tagged, assigned, and included in correct automated workflows. Monitor campaign performance and recommend adjustments. Maintain clean CRM organization and fix workflow issues. Communicate proactively with the client about priorities and improvements. Support basic transaction coordination tasks. Assist with MLS-related tasks if required. Track important transaction dates or reminders.