CRM Specialist – Surplus Funds Recovery

**About Us:**

We are a startup in the **surplus funds recovery** space, focused on helping individuals recover excess proceeds from foreclosure sales. We're building a lean, effective, and people-first operation using vetted leads, data, and automation. We’re now looking for a hands-on **CRM Specialist** who knows the surplus game and can help us organize, engage, and close leads consistently.

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### **Position Summary:**

We're looking for a results-driven **CRM Specialist** with **experience in surplus funds recovery** to manage and execute outreach campaigns using **Excess Elite CRM**. You will be responsible for organizing leads, skip tracing, automating outreach, setting appointments, managing follow-ups, and ensuring no lead slips through the cracks.

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### **Key Responsibilities:**

- Manage and optimize all contacts and lead pipelines inside **Excess Elite CRM**
- Organize and categorize leads provided to you (by county, stage, response, etc.)
- Skip trace using **Skipify.ai** to locate phone numbers, emails, and mailing addresses
- Automate direct mail campaigns using **Upgrade to see actual info**
- Set up and manage **RVM (Ringless Voicemail)** and **SMS** outreach
- Set and confirm appointments with interested claimants
- Follow up on warm and cold leads consistently to move them through the pipeline
- Report weekly metrics (appointments booked, leads contacted, deals closed, etc.)
- Work closely with founder to refine scripts, automation flows, and strategy
- Perform other small admin and CRM-related tasks to ensure leads are well-managed

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### **Required Experience & Skills:**

- Proven experience in **surplus funds recovery**
- Strong knowledge of **Excess Elite CRM** (or similar CRMs)
- Experience with **Skipify.ai** or similar skip tracing tools
- Familiarity with **direct mail platforms like Stannp**
- Knowledge of **RVM**, **SMS campaigns**, and appointment setting strategies
- Organized, detail-oriented, and tech-savvy
- Able to work independently, take initiative, and close deals
- Excellent communication skills, written and verbal