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Lead Engagement Specialist

ON TOP OF THE WORLD COMMUNITIES LLC
Posted 5 months ago, valid for 10 days
Location

Ocala, FL 34483, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The Lead Engagement Specialist (New Homes) position in Ocala, FL, is a full-time role requiring a high school diploma or equivalent and 2-3+ years of experience in lead management, sales, or customer engagement.
  • This role focuses on managing inbound leads and providing an engaging introduction to prospective homebuyers, blending sales skills with customer service excellence.
  • The specialist will conduct discovery calls, guide prospects toward scheduled visits, and maintain detailed records in a CRM system.
  • Candidates should possess exceptional phone communication skills, a consultative sales approach, and proficiency in Microsoft Office, with bilingual (Spanish) skills preferred.
  • The salary for this position is not specified, but it includes a requirement for a valid Florida Driver’s License and a Florida Real Estate License.

Job DetailsJob Location: OC - Ocala, FL 34481Position Type: Full TimeEducation Level: High School/GED or EquivalentJob Category: MarketingJob Summary / Overview The Lead Engagement Specialist (New Homes) plays a critical role in shaping the first impression and overall journey for prospective homebuyers. This position is responsible for managing and nurturing inbound leads generated through digital marketing channels while delivering an informative, engaging, and highly personalized introduction to the community. Serving as both a lead engagement specialist and lifestyle ambassador, this role blends strong phone-based sales skills, customer service excellence, and discovery-driven conversations to educate prospects on the community, amenities, and lifestyle offerings. The goal is to create excitement, build trust, and prepare each guest for a meaningful and well-curated community visit. This individual acts as a key connection point between prospective buyers and the Sales Team—ensuring every interaction is informative, professional, and aligned with delivering a world-class guest experience. Through thoughtful questioning, active listening, and deep knowledge of the community, the Lead Engagement Concierge helps guide prospects from initial inquiry to scheduled visit, setting the stage for successful conversions. Essential Duties and Responsibilities The following statements describe the principal functions of this position and are not intended to be all-inclusive. Individuals may be expected to perform other duties as assigned, including working in different areas to cover absences or balance the workload.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Lead Engagement & Phone-Based Sales Excellence Serve as the first point of contact for all inbound leads, delivering a professional, informative, and engaging experience via phone, email, and text.  Conduct high-quality discovery calls to understand each prospect’s needs, lifestyle preferences, timeline, and homeownership goals.  Utilize strong phone presence, tone, and communication skills to build rapport, establish trust, and create excitement about the community.  Provide comprehensive and accurate information about the community, home offerings, amenities, lifestyle programs, and overall value proposition.  Effectively guide conversations to move prospects toward scheduling a visit or appointment.  Overcome objections with confidence while maintaining a consultative and service-focused approach.  Guest Experience Preparation & Personalization Prepare prospects for their community visit by setting clear expectations and creating a personalized, well-informed experience.  Identify opportunities to enhance visits through tailored recommendations, including amenities, events, and lifestyle experiences aligned with the prospect’s interests.  Capture detailed customer profiles within the CRM, including motivations, preferences, and key decision factors.  Ensure a seamless and warm handoff to the Sales or Community Experience teams, providing all relevant insights to support a customized visit.  Lead Management & CRM Utilization Qualify, prioritize, and manage inbound leads based on established criteria and readiness to engage.  Maintain accurate, detailed, and up-to-date records of all interactions within the CRM system.  Track communication history, preferences, and engagement to support effective follow-up and nurturing.  Execute lead nurturing campaigns to maintain consistent engagement with prospects over time.  Collaboration & Continuous Improvement Partner closely with Sales, Marketing, and Community Experience teams to ensure alignment across the customer journey.  Provide feedback on lead quality, trends, and opportunities to improve marketing effectiveness and conversion rates.  Analyze lead performance metrics and identify opportunities to enhance engagement strategies and outcomes.  Support the ongoing refinement of scripts, processes, and best practices to elevate the guest experience.  Reporting & Administrative Support Track and report on lead activity, conversion rates, and engagement metrics on a weekly, monthly, quarterly, and annual basis.  Maintain an organized workspace and ensure timely completion of administrative tasks, reports, and follow-ups.  Utilize CRM and Microsoft Office tools (Excel, Outlook, etc.) to manage data, reporting, and communication.  Professional Standards Maintain a polished, professional demeanor in all interactions with prospects, residents, and team members.  Uphold company standards, safety practices, and confidentiality at all times.  Demonstrate flexibility and adaptability in a fast-paced, performance-driven environment.  Perform additional duties as assigned.  Qualifications (Education, Experience, Technical Skills) Education and Experience: High School Diploma or equivalent required  2–3+ years of experience in lead management, inside sales, call center, hospitality, or customer engagement roles  Real estate, phone sales, or appointment-setting experience strongly preferred  Experience in a high-volume inbound call environment preferred  Skills and Knowledge: Exceptional phone communication skills with the ability to engage, influence, and build rapport quickly  Strong discovery and active listening skills with a consultative sales approach  Ability to clearly and confidently present detailed community and product information  Proficiency in CRM systems and lead management tools  Strong organizational, time management, and multitasking abilities  Data-driven mindset with the ability to analyze metrics and improve performance  Proficiency in Microsoft Office (Excel, Outlook, Word)  Ability to learn new systems and technologies quickly  Bilingual (Spanish) preferred but not required  Personal Attributes: Energetic, engaging, and customer-focused with a passion for creating exceptional experiences  Strong attention to detail and commitment to accuracy  Self-motivated with a proactive and results-oriented mindset  Professional, positive, and resilient under pressure  Team-oriented with strong collaboration skills  High level of integrity and accountability      Certifications and Licenses Valid Florida Driver’s License with an acceptable driving record required  Florida Real Estate License is required QualificationsColen Built Development provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and expression, genetic information, marital status, status about public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Colen Built Development will provide reasonable accommodations for qualified individuals with disabilities in a drug-free workplace.




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