• Account Planning: Use internal tools and data to develop customer engagement plans, identify gaps in usage, and take action to drive adoption. • Customer Training & Enablement: Understand DAT’s product suite and services to effectively communicate value, provide training, and support day-to-day customer needs. • Cross-Functional Collaboration: Work closely with internal stakeholders and bring in appropriate DAT resources to support customer success. • Issue Resolution: Proactively resolve client issues or concerns, acting as a customer advocate within the organization. Solving for compliance and receivables for current enterprise customers. • Proactively identifies upsell and cross-sell opportunities across the account base while also identifying at-risk accounts before they reach cancellation. • Engagement Cadence: Maintain regular communication with customers to understand evolving needs and ensure alignment with DAT solutions.

• Manage and optimize CRM systems specifically tailored for real estate professionals. • Develop and implement marketing strategies to generate leads and support real estate business growth. • Utilize AI-driven creative tools to design engaging marketing content and campaigns. • Coordinate communication with clients and prospects through CRM platforms. • Analyze marketing data and CRM metrics to improve campaign effectiveness. • Maintain accurate and up-to-date records within CRM systems. • Collaborate with internal teams to align marketing initiatives with business goals. • PA duties

• Plan, create, review and send email marketing, WhatsApp and SMS campaigns, ensuring the best approach for each channel; • Manage seasonal, promotional and relationship-building campaigns; • Configure UTMs, links and campaign assets; • Monitor KPIs such as open rate, CTR, CTOR, among others; • Conduct A/B tests on subject lines, CTAs and layouts, proposing continuous improvements; • Organize, clean and segment lead and customer databases; • Build automated nurturing, qualification and re-engagement flows; • Develop end-to-end customer journeys aligned with the sales funnel; • Continuously optimize flows based on behavior and performance; • Collaborate with the commercial/sales team to evolve MQL → SQL; • Ensure alignment between marketing and sales CRM; • Support inbound strategies focused on opportunity generation.

• The CRM team at RD Station is focused on ensuring that communication with our customers is relevant, delivered at the right time, with the appropriate message and based on reliable data. • As a CRM Operations Specialist, you will be the team's technical and operational point of reference, connecting data, tools, and processes to sustain a scalable, efficient, and results-oriented operation. • Your challenge will be to raise the maturity of the operation, innovate in the use of data and AI applied to CRM, and ensure that the customer base is a well-governed strategic asset.