Pipeline & Conversion Ownership

Own the lead-to-appointment funnel end-to-end: team targets, response time, qualification quality, handover to agent
Define and enforce conversion standards across the IS team
Analyse funnel data weekly to identify drop-off points and close gaps
Build structured lead nurture sequences for cold and warm leads that are not yet ready to transact

Implement and refine AI voice agents and chat solutions to provide 24/7 lead response and initial qualification.
Build and maintain automated CRM Action Plans and lead-routing triggers to eliminate manual friction and data entry.
Continuously audit the lead lifecycle to identify bottlenecks, using AI tools to automate routine follow-ups and lost lead revival.
Eliminate unnecessary manual work through workflow automation.

Lead a team segmented into specialized BDR and SDR roles.
Orchestrate our AI Agents for different use cases
Use AI-driven call analysis to provide consistent coaching, focusing on emotional intelligence (EQ) and advanced objection handling.
Ensure seamless, high-context transfers of qualified leads to real estate agents, establishing a trusted advisor status for the team and brand.

Collaborate with the Marketing and Growth teams to develop integrated nurture systems that warm up leads before they reach Inside Sales.
Work across our mission teams to ensure that key inside sales and client insights are taken into account throughout key initiatives.
Provide sales and marketing with real-time conversion data.
Collaborate with Sales to make sure Real Estate Agents follow-up on appointments and that pre-qualification is continuously improved.
Partner with the Head of AI Strategy & Adoption to leverage AI workflows, voice agents and CRM automations that are made available to your team - you are the key user and feedback loop, not the builder

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