Job Overview We are seeking a highly analytical and operationally driven Operations & Marketing Manager to act as the backbone of a fast-growing real estate investment business. This is not an assistant role, this is a high-impact operator position responsible for building structure, driving accountability, and turning data into actionable insights. The ideal candidate will take full ownership of CRM systems, marketing performance tracking, and operational workflows, while working closely with leadership to support growth and scalability.
Why This Role Exists This role is designed to transform the business into a data-driven, systemized operation. You will be responsible for ensuring that marketing efforts are measurable, operations are efficient, and teams are aligned around performance. If you are someone who thrives on building systems, optimizing processes, and creating clarity from data, this role is for you.
Core Responsibilities CRM & Data Ownership (Salesforce)
Own and maintain CRM data integrity, structure, and accuracy
Standardize pipeline stages, lead tracking, and attribution logic
Manage large datasets (10,000–50,000+ records), including cleaning and auditing
Improve CRM workflows and automation to reduce manual work
Manage segmentation, imports/exports, and campaign data preparation
Marketing Performance & Reporting
Build and maintain dashboards tracking:
Leads, Conversions
CPL (Cost Per Lead), CPA (Cost Per Acquisition)
ROI by channel and conversion cycle time
Deliver weekly performance reports with insights and recommendations
Own marketing attribution across all channels
Proactively identify underperforming campaigns and optimize performance
Marketing Operations
Coordinate outbound campaigns (cold calling, SMS, RVM, direct mail, referrals)
Manage lead lists, segmentation, and CRM data flows
Track campaign performance and continuously improving processes
Support LinkedIn and email outreach initiatives
Operational Leadership & Team Accountability
Manage and oversee a remote team (VAs, cold callers, lead managers)
Run weekly KPI meetings and track performance metrics
Identify operational bottlenecks and implement solutions
Act as the main operational point of contact for leadership
Support performance reviews and proactively address underperformance
Systems & SOP Development
Build and maintain SOPs for all repeatable processes
Own and manage ClickUp (or similar tools) for task and workflow management
Implement automation (Zapier, ClickUp, etc.) to improve efficiency
Ensure scalable onboarding processes for new hires
Required Qualifications
4+ years of experience in Operations, Marketing Operations, RevOps, or similar roles
Strong hands-on experience with Salesforce (CRM management, reporting, pipelines)
Advanced Excel / data analysis skills (Power Query is a strong plus)
Experience handling large datasets (10K–50K+ records)
Proven experience building dashboards and performance reports
Experience managing or coordinating remote teams
Fluent English (written and spoken, client-facing level)
Strong organizational, analytical, and problem-solving skills
High ownership mindset and ability to work independently
Preferred Qualifications
Experience with Salesforce automation (Flows, Process Builder)
Experience with Zapier, ClickUp, or similar tools
Familiarity with Power BI, Tableau, or data visualization tools
Experience in U.S. real estate, wholesaling, or lead generation environments
Experience with tools such as SmrtPhone, JustCall, ReadyMode, Mailchimp, or Instantly
Key Traits
Systems thinker: creates structure from chaos
Data-driven: makes decisions based on metrics
Proactive: brings solutions, not just problems
Strong communicator: clear, direct, and professional
Ownership mindset: treats the business like their own
What This Role Is NOT
Not an assistant, VA, or admin role
Not a task-execution role — you will define and manage processes
Not focused on calendar management or basic coordination
Not suitable for candidates with only customer support or social media experience
Compensation & Benefits
Base Salary: $1,500 – $2,100 USD/month
Performance-based bonuses tied to operational and team outcomes
Annual salary review (cost-of-living adjustments)
Internet/home office stipend
Paid time off + U.S. holidays (after 6 months)
Long-term growth opportunity with direct exposure to leadership
This is a remote/telecommute position.
Paid Time Off + U.S. holidays (after 6 months)
Monthly internet/home office stipend
Long-term growth opportunity with leadership exposure