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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