Partner Agent Operations Specialist
New
5
55places.comReal Estate
Remote (U.S.)Contract
Salary not disclosed
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Job Details
- Required Skills
- Data AnalysisSalesforceHubSpotReportingCRM
Requirements
- Experience with Salesforce or a comparable CRM, including reporting capabilities.
- Experience with HubSpot or a similar marketing/communications platform.
- Strong written communication skills for professional email correspondence.
- Proven ability to work independently in a remote environment with minimal oversight.
- Highly organized and detail-oriented with a track record of owning processes.
- Sound judgment for triage, resolution, and escalation of issues.
- Comfortable learning and using AI tools, such as Claude, in daily workflows.
Responsibilities
- Monitor a shared team inbox and internal support ticket queue, responding to partner agent inquiries.
- Serve as a primary point of contact for partner agents and escalate performance or compliance issues to leadership.
- Review and manage community and agent reviews submitted through the platform.
- Coordinate administrative support and scheduling for agent webinars, trainings, and events.
- Prepare and distribute reports on agent performance trends as directed by management.
- Manage the administrative process for agent status changes, including market assignment updates.
- Utilize Salesforce to pull, review, and distribute sales and performance reports.
- Conduct regular audits of sales and closing data to identify errors and necessary follow-ups.
- Collaborate with the accounting team on payment follow-up and monthly data entry.
- Support agent-facing communications and campaigns using HubSpot.
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