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Property Sales Administrator – CRM, Xero & AI (Remote, UK Hours)

Datafin IT Recruitment · London

Remote
Remote 🇬🇧 English
CRM Xero ASANA Monday.com OneDrive

Job description

About the role

We are seeking a proactive Property Sales Administrator to support a luxury real‑estate client based in Kensington, London. Working remotely on UK business hours, you will be the hub for CRM, invoicing and AI‑driven process automation, ensuring a seamless journey for vendors, buyers, landlords and tenants.

Key responsibilities

  • Maintain and clean CRM data, apply tagging and ensure record accuracy.
  • Conduct AML checks and client due‑diligence.
  • Coordinate viewings, inspections and appointments for sales and lettings.
  • Prepare contracts, sales documentation and vendor/tenant onboarding packs.
  • Manage Xero invoicing, payment tracking and financial reporting.
  • Update digital files and workflows using OneDrive, ASANA (or Monday.com) and the in‑house application.
  • Support website property updates and change‑of‑ownership administration.
  • Generate sales trackers, cash‑flow reports and ad‑hoc sales analytics for meetings.
  • Leverage AI and automation tools to streamline processes across the business.

Required profile

  • Proactive and forward‑thinking, able to anticipate challenges.
  • Tech‑savvy and adaptable, comfortable adopting new tools and automation.
  • Highly organised with strong attention to detail.
  • Excellent communicator, able to interact with sophisticated clients.

Required skills

  • CRM systems
  • Xero accounting software
  • ASANA or Monday.com project management tools
  • OneDrive for file management
  • AI automation tools

Questions fréquentes

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Published 2 months ago

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Datafin IT Recruitment

London