Kim C.

CRM & Client Relations Specialist

Whitestone Real Estate
2022–2026

• Managed and maintained Follow Up Boss, ensuring accurate, organized, and up-to-date lead and client data
• Designed and implemented Smart Lists, Follow-Up Sequences, and Automation 2.0 workflows for lead nurturing, task assignments, and communications
• Created, imported, and managed targeted campaign lists while performing data scrubbing, validation, and updates
• Developed SOPs for database management and proper CRM handling
• Managed inbound and outbound lead communications, client inquiries, and follow-up coordination with agents and ISAs
• Supported real estate operations through property searches, lead generation, skip tracing, deal analysis, CMAs, email campaigns, newsletters, and marketing materials

CRM & Marketing Operations Manager

Tampa Bay Properties LLC
2021–2022

• Managed the FreedomSoft CRM database, maintaining accurate and timely updates for legacy and new leads
• Created and imported campaign lists to support marketing and lead generation
• Supported lead engagement through outbound communication, prospect inquiries, and timely follow-up
• Used Zillow, FSBO, Redfin, Realtor.com, and PropStream to source leads in targeted markets
• Led recruitment for cold-calling roles through candidate sourcing, screening, and initial interviews

Database Manager

Jefferson Property Group
2021–2021

• Managed REI Sift and integrated marketing and lead generation tools to maintain accurate lead tracking
• Maintained lead records and real-time status updates based on cold caller inputs
• Exported, formatted, and uploaded campaign lists to Mojo Dialer, REI Reply, and REI Sift
• Monitored campaign performance, reviewed lead reports, and corrected inaccurate contact and ownership data
• Processed and formatted raw data using Excel and Google Sheets and mined data from BrightMLS, PropStream, LeadSource, Zillow, and county records
• Supervised offshore agents and produced training and marketing videos

Head Order Processor

TOV Furniture
2019–2020

• Delivered customer service through high-volume inbound and outbound calls covering orders, billing, availability, shipping, and delivery
• Supervised four offshore agents in the order processing department
• Managed order fulfillment, verified carrier quotations, and coordinated shipments

Customer Service Representative

Patch
2019–2019

• Conducted outbound customer service calls to verify vision insurance coverage
• Answered benefit-related inquiries from patients and clinic partners
• Assisted with vision insurance claims, accurate documentation, and timely resolution

Solutions Desk Associate

CoesterVMS
2018–2019

• Supervised Updates and Chat Support departments to maintain efficient workflows and service quality
• Performed quality control checks and proofread appraisal reports
• Provided inbound and outbound support for appraisal order inquiries, client concerns, status updates, and issue resolution

Technical Support Representative

AT&T DIRECTV
2016–2018

• Provided inbound customer service and technical support through high-volume call handling
• Resolved service issues and handled billing inquiries, package upgrades, and channel-related concerns
• Coordinated and scheduled technician appointments for timely service delivery

Market Research Interviewer

Survey Sampling International
2016–2016

• Conducted outbound calls to gather accurate participant feedback
• Addressed participant questions during research interviews
• Maintained professional customer interactions and a positive respondent experience

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