About

This role sits inside an AI-powered real estate referral platform that helps home buyers and sellers get an independent "second opinion" before choosing an agent. It exists to handle the hands-on execution that automation cannot do on its own: setting up workflows, coordinating with vendors, running detail-heavy manual research, and keeping the tech stack running smoothly so leadership stays focused on strategy and relationships. You will work across no-code tools, make phone calls and send professional emails on the company's behalf, and apply a careful human eye when a task calls for one.

This is dedicated, full-time work designed for meaningful impact, stability, and professional growth. You will own real systems, see the downstream effect of your work on agents and clients, and grow your craft as an operations builder over the long haul.

Responsibilities

• Set up and manage automation inside Jotform, Airtable, Zapier, and DocuSign, including the manual UI actions automations cannot handle: reviewing and turning on workflows, checking task and error logs, and testing new workflows end-to-end.
• Generate personalized links and documents (for example, prefilled check-in forms) for individual agents and clients.
• Monitor form submissions and flag issues such as bugs, broken fields, or missing data.
• Track referral status through the pipeline and follow up on stalled or unresponsive matches so deals keep moving instead of going quiet.
• Help maintain the personal, appreciative tone that is core to how the company communicates with its agent network, delivered through automation.
• Create automation around research tasks so repeatable work stops eating human hours.
• Evaluate new tools and vendors as the business scales, and keep vendor follow-ups moving forward consistently.
• Provide data on results and KPIs so leadership can see what is working.
• Keep the tech stack (Jotform, Airtable, DocuSign, Zapier) clean, tested, and actually working, not just built, so agents and clients feel genuinely taken care of rather than processed.

Qualifications

• Highly organized, comfortable managing multiple ongoing threads and following up without being asked twice (must-have).
• Self-directed: able to take a checklist item and run with it, flagging blockers rather than getting stuck (must-have).
• Comfortable learning and working inside no-code platforms, with hands-on experience in Airtable, Jotform, and Zapier (must-have).
• Expert using Claude, including the ability to write code with Claude's tools (must-have).
• Prior experience with DocuSign preferred.
• Familiarity with Follow Up Boss or Fello.ai preferred.

Tools You'll Use

• Forms & Data: Jotform, Airtable (must-have)
• Automation & Documents: Zapier, DocuSign (Zapier must-have)
• AI & Research: Claude (must-have)
• CRM & Market Intelligence: Follow Up Boss, Fello.ai (preferred)

Benefits

• Competitive salary
• Paid US holidays
• Paid wellness days
• Health & wellness allowance
• Monthly profit sharing
• Long-term placement with real growth
• Continuous upskilling in AI and no-code operations
• Dedicated success coaching and support