About the role
Assistantly is a staffing and talent-matching company connecting high-performing virtual assistants with client opportunities, emphasizing remote flexibility and AI-enabled support. As a Compass Real Estate Virtual Assistant, you will play a critical role in supporting real estate agents and teams by ensuring seamless transaction coordination, marketing execution, and client communication.
Key responsibilities include:
- Manage and scrub Follow Up Boss (FUB) daily, including adding and updating client records, maintaining pipeline accuracy, and ensuring no lead falls into the pond unworked
- Execute pre-qualification outreach in coordination with ZHL or the agent's preferred lender, routing leads efficiently and keeping qualification data current
- Run reverse prospecting campaigns daily, pulling 10+ contacts per day from pond lists and converting database contacts into booked appointments and closed opportunities
- Build and maintain RealScout property searches for all active buyer clients, setting up automated alerts and updating search criteria as client needs evolve
- Coordinate and execute neighborhood farming campaigns, targeting agent-specified geographic areas with consistent outreach to build brand awareness and generate referrals
- Track and manage SOI milestone touchpoints — including birthdays, houseiversaries, and life events — ensuring agents never miss a relationship-building opportunity
- Create and publish daily social media content across agent profiles, including posts, reels, and blog articles optimized for SEO and AI search visibility
- Provide general admin support including inbox organization, open house follow-up sequences, and timely client communications as directed by the agent
Requirements
- 3+ Years of Hands-on experience with Follow Up Boss (FUB) CRM (must-have)
- Strong verbal communication skills with comfort making calls on behalf of agents
- Background in social media management, marketing, or real estate client communications
- Familiarity with real estate lead generation workflows including reverse prospecting and pond management
- Task and workflow management skills with ability to prioritize across multiple agents or assignments
- Ability to write clear, engaging content for blogs, social posts, and client-facing communications
- Experience with real estate platforms such as Zillow, Redfin, or RealScout preferred
- Familiarity with Compass platform, Luxury Presence, or similar agent website tools preferred
- Knowledge of basic SEO principles and social media algorithms preferred
Tools You'll Use:
- CRM & Lead Management: Follow Up Boss (must-have), Zillow Smartlists, Redfin Smartlists
- Property Search: RealScout
- Prospecting & Outreach: Follow Up Boss pond workflows, TAN (nice-to-have)
- Social Media & Content: Instagram, Facebook, LinkedIn, YouTube; Canva for graphics (nice-to-have)
- SEO & Blogging: Luxury Presence or agent website CMS (nice-to-have)
- AI & Productivity: ChatGPT, Claude, or similar AI writing tools (nice-to-have)
- Platform: Compass agent platform (training provided)
Benefits
- Unlimited earning potential if you choose to take on multiple clients and have the capacity
- Generous health allowance to support your well-being
- Profit-sharing opportunities as the company grows
- Access to exclusive upskilling and training in AI, operations, and leadership
- Monthly raffles and performance bonuses
- A tight-knit, supportive community and a dedicated Talent Success Manager to guide your journey