Client Portal Specialist (CRE) — Daily Sync, Data Integrity, Client-Ready Display (10 hrs/week)

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

Overview

I’m hiring a detail-obsessed operator to own ScoutSpace execution: daily updates, attachments, visual cleanup, and system alignment. Your work must be clean enough that broker review takes under 5 minutes and clients see a professional, accurate portal every day.

Hours: ~10 hours/week (consistent daily cadence)

Growth: opportunity for increased hours with additional responsibilities.

Contract: Ongoing, long-term fit preferred

Timezone: 3 - 5pm Central Time.

What you will do (Scope)

You will be responsible for ScoutSpace tasks tied to our operating system:

1) Daily Excel → ScoutSpace sync (non-negotiable)

  • Add all new properties from Excel into ScoutSpace
  • Update verified Base Rent / NNN / Availability (Excel is source of truth)
  • Upload latest flyer(s) and add available photos
  • Update property notes when needed
  • Confirm the ScoutSpace client “Share View” is clean and accurate

2) Group alignment (Status control rules)

  • Excel uses Status (I / M / NI). ScoutSpace uses Groups (Interested / Maybe / Not Interested).
  • You update ScoutSpace Groups only after I change Status in Excel. You never change Status.

3) Presentation standards (client-facing quality)

  • Green / Interested: full prep (flyer, clean photos, floor plan if available, descriptions, verified data; zoning confirmation only when applicable)
  • Blue / Short List: Client can drive by the property
  • Yellow / Maybe: flyer + at least one clean representative photo
  • Red / Not Interested: remain visible; minimal updates; never delete for “cleanliness”

4) Documentation discipline (audit trail mindset)

  • If it happened today, it must exist in the property folder (flyers, email threads saved as PDFs, plans/photos).
  • You will verify attachments and ensure ScoutSpace reflects what’s documented.

What you will NOT do

  • No negotiating, no client advice, no “guessing,” no making up values.
  • No changing property Status—only I set Status.
  • No zoning interpretation; you only enter confirmed information when provided through the defined workflow.

Tools you must be comfortable with

  • Web portals (ScoutSpace-style UI work, file uploads, organizing records)
  • Excel (reading and matching fields; Excel is the source of truth) . You will upload multiple Excel spreadsheets into ScouotSpace daily and clean up online records.
  • Dropbox file hygiene (finding correct flyer/docs quickly; understanding audit trail expectations)
  • Clear written updates (short daily “sync complete / exceptions” notes)

Performance standards (how you’ll be measured)

  • Zero mismatches between Excel and ScoutSpace (critical error if the client sees outdated or incorrect info)
  • Daily sync completion (every workday)
  • Correct attachments (latest flyer visible; photos not cluttered; Share View looks professional)
  • Fast correction cycle when an issue is flagged (same-day fixes)

Ideal candidate

  • Extremely detail-oriented; you enjoy checklists and repeatable workflows
  • Comfortable working inside structured rules and not “improvising” process
  • Good judgment on presentation (clean photos, removing junk uploads, professional client view)
  • Reliable daily cadence and strong follow-through

To apply (required)

  • Please include the following in your proposal:
  • A short paragraph describing your experience with client-facing portals (CRM, listing platforms, dashboards, Airtable/Notion/other systems are fine).
  • Your approach to ensuring two systems match perfectly (how you prevent mismatches).
  • Confirm availability for ~10 hours/week and that you can complete a daily sync between 3 - 5pm Central Time.
  • Answer this: What steps would you run daily to ensure the client Share View is clean and accurate? (bullet list)

Optional (preferred):

  • A screenshot or short Loom-style explanation of a system you managed where data accuracy mattered.

Test task (shortlisted candidates)

  • You’ll complete a small test: update a short list of properties in a sample ScoutSpace survey to match a provided Excel snapshot, attach flyers, clean the Share View, and report exceptions.

How we work

  • You’ll receive a checklist and standards. You execute the same way every day.
  • I value accuracy, documentation, and consistency over speed.

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