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CRM & Marketing Automation:
- Manage MLOFLO CRM daily with campaign health, contact records, and lead routing.
- Source-tag and assign new leads to drip campaigns within 24 hours.
- Monitor email/SMS campaign performance weekly.
Marketing Content & Design:
- Create professional flyers and materials using brand-approved templates.
- Maintain social media content calendar for LO approval.
- Coordinate AI-clone video production scheduling.
Reporting & Analytics:
- Deliver weekly campaign performance snapshots.
- Maintain referral tracking spreadsheet and quarterly reports.
- Prepare mobile-friendly metric summaries for the LO.
Sofía
A growing mortgage lending operation based in Plano, Texas, seeking a Virtual Assistant to manage their marketing technology stack and CRM platforms. They are a high-producing business focused on systems and output, working with a small team of two people.