CRM & Systems Administrator

San Francisco, CA (Remote)

$60K/yr – $64K/yrFull time

Posted 3 months ago

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Job Description

Company Description

FlipOps is a proptech platform that gives wholesalers, fix-and-flip operators, and BRRRR investors a single system for managing deals from discovery to closing. Rather than maintaining separate tools for skip tracing, lead lists, CRM, outreach, deal analysis, and disposition, investors use FlipOps to handle the entire workflow in one place. The platform includes a distress scoring algorithm that ranks motivated sellers by urgency and uses machine learning to help investors prioritize the opportunities most likely to convert into closed deals.

Role Description

The CRM & Systems Administrator will focus on how investors set up, customize, and maintain their operational systems within the FlipOps platform. Most investors have migrated through multiple CRMs and still haven't found one that matches their workflow without heavy customization. This role involves understanding the configuration needs of real estate investors and translating them into platform defaults, templates, and setup flows that reduce the time between signing up and running a fully functional operation.

Qualifications

  • Strong expertise in Salesforce.com Administration and general system administration
  • Proven troubleshooting and problem-solving skills
  • Excellent analytical skills with an ability to interpret data to drive system improvements
  • Excellent communication skills for cross-functional collaboration
  • Ability to work independently and manage time effectively in a remote work environment
  • Familiarity with real estate investment processes is a plus
  • Experience with implementing and maintaining CRM platforms is preferred
  • Bachelor's degree in Information Systems, Computer Science, Business, or a related field is preferred

What You'll Do

  • Design default CRM configurations within FlipOps that reflect common investor workflows: wholesale acquisitions, fix-and-flip pipeline tracking, BRRRR deal management, and disposition coordination
  • Build customizable pipeline stage templates that investors can adapt based on their market, deal volume, team size, and exit strategy
  • Develop data migration frameworks that allow investors to import leads, contacts, deal records, and property data from tools like Podio, REsimpli, InvestorFuse, and spreadsheet-based systems without losing history or breaking pipeline continuity
  • Create automation rules and trigger templates for common investor needs: lead status changes, follow-up reminders, task assignments, drip campaign enrollment, and deal stage notifications
  • Define tagging, filtering, and segmentation structures that help investors organize leads by list source, market, motivation level, property type, and outreach status
  • Work with the product team to build onboarding sequences that walk new users through CRM setup, integration connections, and initial list imports within their first session
  • Identify and document the most common CRM configuration mistakes investors make — incorrect pipeline stages, missing automation triggers, duplicate lead handling gaps — and build guardrails to prevent them
  • Develop integration workflows between FlipOps and external tools investors commonly use alongside a CRM: dialers, skip tracing services, direct mail providers, and accounting software

You Might Be a Fit If

  • You've set up and administered a CRM for a real estate investment operation and dealt with the specific customization requirements investors have around lead statuses, deal stages, and property-level data fields
  • You've migrated investor data between platforms — moving from Podio to REsimpli, from a spreadsheet to InvestorFuse, or from one custom setup to another — and maintained data integrity through the transition
  • You've built automation workflows in a CRM that handle lead routing, follow-up sequences, task creation, and stage-based notifications without manual intervention
  • You're familiar with PropStream, BatchLeads, or similar tools and understand how list data flows into a CRM: import formats, field mapping, deduplication, and list source tagging
  • You've configured user roles and permissions in a CRM environment where the owner needs full access, acquisitions managers see pipeline data, and VAs are limited to calling and data entry functions
  • You've supported investors who run multi-market operations and need their CRM to segment leads, pipelines, and reporting by geographic area
  • You understand why an investor's CRM breaks down at scale — 500+ leads with inconsistent statuses, duplicate records from multiple list imports, automation rules conflicting with each other — and you've fixed those problems
  • You've documented CRM setup processes and trained team members or VAs on how to use the system correctly, including what not to do

Bonus Points

  • Experience integrating CRM systems with Mojo Dialer, BatchLeads dialer, or similar outbound calling tools, including call disposition syncing and automatic lead status updates
  • Familiarity with DNC/TCPA compliance configurations within a CRM — flagging opted-out contacts, enforcing calling windows, and maintaining consent records
  • You've set up CRM reporting dashboards that track KPIs investors care about: cost per lead, cost per contract, conversion rate by lead source, and average days from first contact to closing
  • Background in configuring CRM workflows for creative finance deals where the pipeline stages, follow-up cadences, and data fields differ from standard cash offer acquisitions
  • Experience with API integrations between investor CRMs and third-party services like title companies, transaction management platforms, or accounting tools

Compensation

$60,000-$64,000. Remote-friendly.

FlipOps logo

FlipOps

FlipOps is an automated, all-in-one platform for real estate investors. We discover distressed properties, score them by seller motivation, skip trace owners, and manage every deal through close — replacing 4-6 tools with one system. Our distress scoring algorithm prioritizes leads by likelihood to sell, and we're developing machine learning models to predict deal outcomes before you make the first call. Built for wholesalers, flippers, and buy-and-hold investors who want to analyze less and close more.

Founded in 2025