Job Role : The Lead & Administrative Operations Specialist is responsible for managing the full lifecycle of inbound leads, maintaining data accuracy within the CRM, handling client communication, and supporting critical administrative and documentation workflows. This role ensures seamless coordination across teams, enhances operational efficiency, and supports communication throughout the transaction process.

Key Responsibilities

1. Lead Lifecycle Management

Act as the primary owner for managing inbound and active leads within the company’s CRM (Salesforce, HubSpot, or proprietary systems).

Accurately log, track, organize, and assign leads following established protocols.

Ensure timely follow-up and clear visibility of lead progress for the sales and operations teams.

2. Data Integrity & Maintenance

Maintain 100% accuracy and completeness of client, property, and transaction records.

Regularly audit CRM and databases to identify inconsistencies or duplicates.

Correct discrepancies promptly and uphold data standards.

3. Administrative Efficiency

Develop and implement effective administrative processes for daily operations.

Manage documentation filing, communication tracking, and meeting scheduling.

Support management with cross-functional tasks as needed.

4. Complex Documentation Control

Assist in preparing, organizing, and maintaining legal and transaction-related documents (listing agreements, contracts, disclosures, closing packages).





Manage version control and ensure all compliance checks, signatures, and deadlines are met.

Coordinate with agents, attorneys, and vendors to ensure document accuracy.

5. Reporting & Analytics Support

Generate weekly reports on lead status, conversion rates, and operational bottlenecks.

Provide insights to management for process and performance improvements.

Maintain dashboards, trackers, and reporting templates.

6. Client Relationship Support

Manage follow-up communications between agents, clients, and third-party vendors (inspectors, lenders, title companies).

Schedule client calls, inspections, property visits, and closing appointments.

Ensure professional, timely communication across all parties.

7. Call Handling

Handle incoming and outgoing calls with clients, agents, and vendors as needed.

Provide clear, professional communication and relay messages accurately.

Address basic queries, route calls to the appropriate team members, and ensure prompt follow-up.

Skills & Competencies

Strong organizational and multitasking abilities

High attention to detail and accuracy

Good communication skills (written and verbal)

Professional phone etiquette and call-handling skills

Ability to manage deadlines and prioritize effectively

Proficiency in CRM systems (Salesforce, HubSpot, or similar)

Process-driven mindset with strong problem-solving skills

📌 Lead & Administrative Operations Specialist (Coimbatore)
🏢 Recognized
📍 Coimbatore