Client Account Representative

Summary

Inside Real Estate is a fast-growing, independently owned real estate software firm that provides technology solutions for brokerages, agents, and teams. The Client Account Representative engages with inbound leads, connects consumers with suitable real estate agents, manages follow-up communications, and documents referral activity using CRM and other software platforms.

Responsibilities

• Respond to and qualify inbound consumer leads through phone, text, email, and digital channels
• Match consumers with the best-fit real estate agent based on ranking, service area, membership tier, price range, and other assignment criteria
• Manage high-volume inbound and outbound follow-up with consumers and real estate partners to maintain engagement and obtain status updates
• Analyze CRM and third-party data to validate lead information, determine qualification, and capture relevant details
• Accurately document referral activity, updates, and consumer information within the CRM
• Navigate agent, opportunity, and account profiles to respond to referral-specific questions and provide ongoing support

Skills

• Must be able to work 8:00 am -5:00 pm PST
• High school diploma required
• Coachable, eager to learn, and able to effectively apply call scripts, processes, and customer service best practices
• Strong active listening and communication skills with the ability to build rapport and engage customers
• Excellent attention to detail, organization, and time management skills
• Results-oriented, self-motivated, and accountable for meeting individual and team goals
• Strong computer skills, including software navigation, multitasking, typing, and accurate data entry
• Confident and professional phone presence
• Associate's or Bachelor's Degree
• Familiarity with Salesforce Sales Cloud
• At least 1 year of experience in a contact center, customer service, inside sales, or real estate ISA role

Qualifications

Must Haves

• Must be able to work 8:00 am -5:00 pm PST
• High school diploma required
• Coachable, eager to learn, and able to effectively apply call scripts, processes, and customer service best practices
• Strong active listening and communication skills with the ability to build rapport and engage customers
• Excellent attention to detail, organization, and time management skills
• Results-oriented, self-motivated, and accountable for meeting individual and team goals
• Strong computer skills, including software navigation, multitasking, typing, and accurate data entry
• Confident and professional phone presence

Nice to Haves

• Associate's or Bachelor's Degree
• Familiarity with Salesforce Sales Cloud
• At least 1 year of experience in a contact center, customer service, inside sales, or real estate ISA role

Benefits

• 3 Medical plans to choose from - 1 PPO and 2 HDHPs
• 2 Dental plans to choose from
• Vision
• HSA - company-funded
• FSAs - healthcare, limited purpose, dependent care
• Short-Term Disability - company-paid
• Long-Term Disability - company-paid
• Basic Employee Life Insurance - company-paid
• Voluntary Dependent Life Insurance
• Voluntary Accident Insurance
• Voluntary Critical Illness
• Voluntary Hospital Indemnity
• ID Protection
• Pet Insurance
• 401(k) Retirement Savings with company match
• Paid PTO/Vacation/Sick Time
• 11 company-recognized holidays
• Company-paid Parental/Disability Leave
• Opportunities to grow within our company
• Potential to work in a remote setting
• Exciting/energetic work environment and fun, creative culture