Client Relations Specialist

About Us

We are a family-operated real estate investment and home-buying company serving homeowners throughout the Bay Area. With more than 15 years of experience our team has purchased and transacted numerous homes across Northern California.

Our mission is to provide homeowners with a direct honest and hassle-free way to sell their property. We work with sellers navigating life transitions such as probate inherited homes relocation and distressed properties. By purchasing homes directly we eliminate listing agents repairs open houses and months of uncertainty.

Our team is known for delivering a concierge-level experience by assisting homeowners with moving coordination hauling donation coordination estate sale referrals and flexible closing timelines.

We operate with honesty transparency and a commitment to doing what is right for the homeowners and communities we serve.

Position Overview

We are seeking a motivated Client Relations Specialist to join our this role you will be responsible for converting high-quality leads into qualified opportunities and scheduling appointments for our Acquisitions Team. This is a relationship-driven role focused on empathy professionalism organization and consistent follow-up.

This is consultative empathetic and situation-based. The Client Relations Specialist speaks with homeowners educates sellers builds trust sets appointments and moves deals toward contracts. You will regularly work with homeowners navigating situations such as probate inherited homes distressed properties or relocation.

This role is ideal for someone who enjoys meaningful conversations helping people through important life transitions and building long-term relationships rather than quick one-call sales.

What We Offer

• Hot and warm inbound leads provided- no cold-calling required

• Independent contractor (1099) position with hybrid collaboration

• Base compensation: $65000 annually

• Performance bonuses: $250 per closing

• On-target earnings $80000 to $95000 annually

• A collaborative high-performance team environment focused on growth and results

• Access to elite real estate networks and masterminds to accelerate your professional development

• A culture built on respect simplicity and accountability

• Meaningful work where you help homeowners navigate real situations and create life-changing outcomes

• Long-term career growth; not just a temporary stepping stone

Key Responsibilities

• Inbound & Outbound Calls / Lead Generation
  Manage inbound calls and web leads while making outbound calls to potential sellers using our internal database and lead generation strategies.

• Lead Qualification
  Gather and evaluate information from sellers to determine deal potential and prioritize high-conversion opportunities.

• CRM Management
  Maintain accurate records by updating lead information follow-ups and statuses in Salesforce.

• Follow-Up & Relationship Building
  Build trust with homeowners through consistent follow-up clear communication and a genuine approach while explaining how we can help with their situation.

• Lead Auditing & Reporting
  Review call activity and lead details to ensure accurate data and identify next steps to improve performance.

• Appointment Scheduling
  Schedule and confirm appointments between qualified sellers and Acquisition Managers ensuring decision-makers are present.

• Pipeline Development
  Consistently nurture and follow up with leads to build a strong pipeline and drive conversions.

Important Attributes for Success in This Role

• Ability to build genuine relationships with homeowners

• Ownership mindset in managing your lead pipeline

• Consistent follow-up and long-term communication

• Professional and confident communication

• Patience with sales cycles that may range from 612 months

• Resourceful communication across phone text email and video

• Success in this role will be measured through key performance indicators including appointment scheduling ratios lead response time consistent follow-up and CRM management.

• This role requires strong communication skills the ability to guide conversations confidently and a sales mindset focused on identifying opportunities and moving prospects toward a scheduled appointment.

Qualifications

• 2 years of customer service/sales

• All candidates will complete personality and cognitive assessments as part of the hiring process to ensure strong alignment.

• Proven experience in outbound sales lead generation or similar roles

• Excellent written and verbal communication skills

• Strong organizational and time management abilities with the capacity to manage multiple tasks

• Self-motivated with a proactive problem-solving mindset