About us: Client Nurture System helps established realtors maintain consistent contact with clients by placing their existing database of contacts into our 10+ year touchpoint texting system.

The PROBLEM in full transparency (Why we need an account manager)

• With over 25 clients, Adam’s time is maxed out.
• Adam (Founder) is currently handling all client meetings alongside managing sales, our backend staff, and strategic partner relationships
• In order to deliver on our promise, we need an account manager to handle meetings and stay on top of collecting data needed from clients (Think CRM lists, Birthday information, closing dates and more)
• Clients are unaware that an automation is texting them so its vital that each touchpoint text looks like the realtor wrote it just for them specifically. However, this takes time and 1 on 1 meetings
• In order for our clients to see the full benefits of our program, we sit them down and customize the touchpoints with them to make the text message feel like it is in their voice. Example: (Mr. client, here are 5 templates to write a birthday message, how would you write it specifically to your clients? What emoji’s? how do you text clients right now? any photos? etc.)
• In addition, our processes aren’t perfect. There is room for improvement in how we manage our client projects (Email sent to clients before meetings summarising what is to be accomplished, organising our meetings better, and letting the clients know which stage we are at in their project)
• We use a visual system for meetings shown here https://ibb.co/L10Vzd4 (whimsical.com) This shows the clients which stage in their project they are currently at. This also helps guide us on which items we are covering that day. Due to capacity, we are sometimes reviewing what is to be covered in the meeting as close as 1 hour before the meeting. This is a problem because if there are items that were missed by the backend staff, it results in a less effective meeting and more meetings than necessary. We should prepare each clients whimsical ideally 2 days before.  
• Adam is not a trained account manager. There are holes in our processes which can be improved and he would be looking for suggestions on how to improve. You would be given free reign in your role!

We are a small team. You will be given absolute freedom on how you like to structure your day (mid day exercise and breaks are important!) but you must understand this will not be a “phone it in” position. We move fast and you will be the most crucial member of our team! Adam will also be working in direct contact with you. 

We use the our software platform Sales Tool pro for the majority of our backend work. 

I don’t expect you to know how to technically manage this software (we have a team for the actual launches) 

But I do expect you have a high emotional intelligence and a general idea of what our realtors clients would see as a natural text message EG (For a birthday text, it shouldn’t be “Happy birthday {{Contact.name}} but rather “Mr. client, here are some templates that work, how would you write the message? Should we add an emoji here? That feels a bit robotic, why don’t we write it this way? etc.)

Technical Software used:

• Sales Tool Pro
• Clickup
• Whimsical
• Google Sheets/Excel
• You will be trained on the specifics of each platform and how we use them. However, you must be extremely comfortable with technology.

Role Requirements Summary:

• Friendly upbeat attitude! 🤗
• Client meeting & project management 
• (Pre-Meeting) Ensure that all meeting items are prepared in Whimsical software 📝
• (During-Meeting) Customise all touchpoints and review deliverables with client 
• (Post-meeting) Assign tasks to the team g 🖥️
• Solve and respond to email inquiries
• Noticing inefficiencies in current processes and suggesting improvements

⚡ Expectations & Pay⚡ ** Important** 5 Hours/Day ($4,000/Mo USD- $1,000/Week - $200/Day - 100 Hours/month $40/Hour) + Uncapped Account Management Bonuses 

You always know your upcoming week schedule in advance. This allows you to properly budget your time for the upcoming week. 

Time is split 3 ways: 1. Prepping meetings 2. Doing meetings 3. Communicating deliverables to backend staff 

This is a part time transitions to work from home position (5 hours/day)

Since you are expected to work 5 hours a day, you may have a side project or another flexible work schedule. 

You will be receiving a % portion of your clients total account spend in addition to your regular pay at different percentages depending on your part time / full time roles and responsibilities.

Please do NOT apply if you are not comfortable in a fast growth environment!

Looking forward to a Zoom meeting and meeting you!! 🙌