Partner Agent Operations Specialist

Neighborhoods.com
Remote

About The Position

We're hiring a Partner Agent Operations Specialist to support our Sales Management team and the real estate agents in our Partner Agent Program. This is a hands-on, execution-focused role: you'll be a key point of contact for our partner agents, keep our reporting and systems accurate and current, and help our program run smoothly day to day. You'll work independently in a fully remote capacity, with good judgment about what to handle yourself and when to loop in your manager.

Requirements

  • Experience with Salesforce or a comparable CRM, including building and interpreting reports.
  • Experience with HubSpot or a similar marketing/communications platform.
  • Strong written communication skills — comfortable corresponding directly with clients and partners over email.
  • Proven ability to work independently in a fully remote role with minimal oversight.
  • Highly organized and detail-oriented, with a track record of owning processes end-to-end.
  • Good judgment for triaging issues: knowing what to resolve directly versus when to escalate.
  • Comfortable learning and using AI tools (we use Claude as part of our daily workflow).

Responsibilities

  • Monitor a shared team inbox and internal support ticket queue, responding directly to routine questions from partner agents and routing anything else to the right teammate.
  • Serve as a first point of contact for partner agents on day-to-day questions, escalating performance or compliance concerns to leadership as needed.
  • Review and approve or deny community and agent reviews submitted through our platform.
  • Coordinate scheduling and administrative support for agent webinars, trainings, and events, including communicating with and reminding agents as needed.
  • Prepare reports and outreach related to agent performance trends (e.g., low sales activity or missed appointments) as directed by leadership.
  • Support the administrative process around agent status changes — including sending notifications and updating market assignments when an agent is paused or reinstated.
  • Maintain strong working knowledge of Salesforce (or a comparable CRM) to pull, review, and distribute sales and performance reports.
  • Conduct regular reviews of sales and closing data to catch errors, discrepancies, and needed follow-ups.
  • Partner with our accounting team on payment follow-up and monthly sales data entry.
  • Complete monthly data-quality audits across internal tracking systems.
  • Monitor agent training completion and flag gaps for follow-up outreach.
  • Use HubSpot (or a similar platform) to support agent-facing communications, campaigns, and outreach efforts.
  • Monitor and update partner agent resources and support channels.
  • Provide general day-to-day administrative support to the sales team as needed.
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