CRM Specialist

CRM Specialist

The CRM Specialist is responsible for managing and optimizing CRM systems and supporting the growth and engagement of the company's real estate agent network. This role combines CRM administration, data management, recruiting support, marketing coordination, lead and referral management, reporting, and partner engagement.

Austin, Texas-based Keller Williams Realty, LLC is the world's largest real estate franchise by agent count with a global network of offices and affiliated agents. The franchise is No. 1 in units and sales volume in the U.S. Since 1983, the company has cultivated an agent-centric, technology-driven, and education-based culture that rewards affiliated agents. If you're ready to join an award-winning team that champions bold innovation, puts people and service at the heart of business, and empowers you to make a real impact, then Keller Williams is where you belong.

Our latest recognition:

• 2026 & 2025 Best Places to Work (Glassdoor)
• 2026 & 2025 Best Place for Working Parents® (Best Place for Working Parents®)
• 2025 America's Most Admired Workplaces (Newsweek)
• 2025 Top Franchises for Women (Franchise Business Review)
• 2025 Best-Led Companies (Glassdoor)

Responsibilities:

• Manages and maintains our GoHighLevel CRM environment.
• Builds, tests, and maintains email and SMS campaigns, workflows, triggers, and lead-nurturing automations.
• Manages custom fields, tags, pipelines, smart lists, forms, calendars, users, permissions, and other CRM configurations.
• Builds and troubleshoots lead-routing and assignment workflows.
• Tests campaigns and automations before launch and troubleshoots issues when something is not working correctly.
• Monitors CRM and campaign activity and identifies opportunities to improve follow-up, engagement, and workflow efficiency.
• Helps maintain clean and accurate CRM data.
• Uses tools such as ChatGPT, Codex, and Claude to troubleshoot problems, create solutions, and automate repetitive tasks.
• Provides CRM and technology support to JMG agents and internal team members.
• Helps troubleshoot CRM questions, lead issues, login problems, system errors, and other technology-related requests.
• Documents important workflows, processes, and troubleshooting procedures.
• Assists the JMG Technology team with new systems, tools, integrations, and projects as needed.
• Performs other duties as assigned.

Qualifications:

Minimum Requirements

• Minimum of three (3) years of specialized experience working with CRM systems, marketing technology, sales technology, or business systems
• Bachelor's degree. Four (4) years of relevant education in and work experience may be substituted for a degree
• Experience working with GoHighLevel or another CRM and marketing automation platform
• Experience building workflows, automations, email campaigns, SMS campaigns, or lead-nurturing sequences
• Experience using AI tools such as ChatGPT, Codex, Claude, or similar platforms
• Strong understanding of CRM concepts including contacts, opportunities, pipelines, tags, custom fields, segmentation, and lead management
• Strong troubleshooting and problem-solving skills
• Well versed in industry developments, techniques, and trends
• Polished and professional demeanor

Preferred Requirements

• Degree in Business, Marketing, Computer Science, or a related field

Knowledge

• Deep knowledge and expertise in [insert specific field of expertise and any specific knowledge that the position requires]
• Proficiency in Microsoft Office, including Excel, Word, and Outlook

Skills

• Strong critical thinking and project planning skills
• Strong data analytical skills, with strong attention to detail and accuracy
• Strong verbal, written, interpersonal, listening, and presentation communication skills
• Strong project management, time management, and organizational skills
• Strong solution and service-oriented skills, with an emphasis on collaboration, problem solving, follow-through, and responsiveness
• Strong relationship building skills, with a proactive and service-oriented approach to working with team members

Abilities

• Ability to demonstrate good judgement and effective problem-solving, with the ability to address complex issues and provide specialized solutions
• Ability to demonstrate a high degree of flexibility and adaptability
• Ability to work independently as well as in a team-oriented, collaborative environment
• Ability to demonstrate the highest level of integrity and ethics
• Ability to demonstrate a high degree of self-motivation, accountability, and work ethic
• Ability to provide strong customer service through all communication mediums

EEO Statement:

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Physical Requirements:

• Sitting
• Keyboarding
• Viewing computer monitor

Work Environment:

Work is performed in a business office environment. Ability to work extended hours, as required, in support of the company's business needs.