Access to Sri Lanka’s best talent to help grow your business.
Property & Client Coordinator – Settlement & Client Success Support
Location
Sri Lanka
Posted
21 days ago
Salary
0
Seniority
Mid Level
Job Description
Property & Client Coordinator – Settlement & Client Success Support
Elephant Teams
• Settlement Coordination & File Management: Take ownership of active settlement files from signed contract through to settlement. Track finance due dates, building & pest inspections, settlement milestones, and ensure all deadlines are met accurately. • Back-Book & Client Retention Support: Manage ongoing post-settlement client touchpoints, run periodic property valuation reviews for existing clients, and support the team in identifying re-engagement opportunities to drive client retention and repeat business. • Client Success & Communication: Manage client communications throughout the settlement process while maintaining a professional and proactive client experience. Coordinate follow-ups and ongoing client touchpoints post-settlement. • CRM & Workflow Management: Maintain and update workflows across Monday.com and Agent Hub. Ensure client records, settlement updates, and operational tracking boards remain accurate and up to date. • Invoicing & Financial Administration: Generate and issue client invoices at key milestones, track outstanding payments, follow up where required, and maintain accurate records of payment status across active files. • Operational Support & Reporting: Provide structured daily updates, end-of-day summaries, and milestone reporting through Microsoft Teams and internal systems. • Process Improvement & Automation Support: Assist in refining operational workflows, maintaining templates, improving documentation, and supporting CRM automation initiatives as the business scales. • Outbound Calls & Third-Party Coordination: Confidently make outbound calls and liaise with Australian-based third parties (inspectors, agents, brokers, property managers) to schedule appointments, confirm details, and progress files through to settlement.
Job Requirements
- 2+ years of experience in property administration, real estate support, executive assistance, operations coordination, or virtual assistant roles.
- Strong organizational and multitasking skills with excellent attention to detail and deadline management.
- Excellent written and verbal English communication skills with the ability to communicate professionally with clients and third parties.
- Experience working with CRM or project management systems such as Monday.com, ClickUp, Trello, or similar platforms.
- Ability to work independently in a fast-paced remote environment while managing multiple active files simultaneously.
- Confidence and professionalism when making outbound calls to Australian-based clients and third parties.
- Preferred: Experience within the Australian real estate, buyer’s agency, conveyancing, or property investment industry.
- Preferred: Exposure to workflow automation systems, CRM migrations, or operational process improvement initiatives.
- Preferred: Experience using cloud-based business phone systems such as Dialpad, RingCentral, or similar.
- Preferred: Working knowledge of Microsoft 365 tools, particularly Outlook, Teams, and SharePoint.
Benefits
- Fully Remote Work: WFH, always. We provide all the equipment you need to succeed.
- Competitive Compensation: A salary package that reflects your technical expertise and level of responsibility.
- Team Events: Join our Sri Lanka-based community for regular in-person team gatherings.
- Professional Growth: Work directly with a high-profile Melbourne brand, lead the implementation of cutting-edge AI, and grow in a fast-paced, international environment.
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