CRM Administrative Assistant (Oakville)

CRM Administrative Assistant (Oakville)

21 Oct
|
Comfort of Living
|
Oakville

21 Oct

Comfort of Living

Oakville

Comfort of Living – Oakville, ON

Full-Time | Administrative & Sales Support

Comfort of Living is seeking a highly organized and detail-oriented CRM Administrative Assistant to join our Head Office team.

This role is primarily focused on Yardi CRM monitoring, lead activity, follow-up tracking, reporting, and data accuracy, with occasional support for outbound sales calls and prospect follow-up.

The successful candidate should be comfortable using technology, learning new systems quickly, communicating professionally with prospective residents and families, and following up with residence teams to ensure CRM activity is current and complete.

Key Responsibilities

- Review Yardi CRM leads and activities daily across Comfort of Living residences
- Monitor new inquiries and ensure they are being actioned promptly
- Identify overdue, incomplete, or inactive CRM activities
- Follow up with residence sales teams regarding outstanding tasks or missing information
- Review prospect records for completeness and accuracy
- Monitor tours, follow-ups, deposits, pending move-ins, and lost leads
- Ensure notes, next steps, and lead statuses are updated consistently
- Assist with maintaining accurate occupancy and sales pipeline information
- Prepare simple daily and weekly CRM activity reports for Head Office
- Flag unassigned leads, overdue follow-ups, and stalled prospects
- Assist with Excel trackers and occupancy reporting
- Make occasional outbound sales and follow-up calls to prospective residents and families as required
- Assist with reconnecting with older or inactive leads when directed




- Help schedule tours and connect prospects with the appropriate residence sales team
- Provide general administrative support to the Head Office Marketing and Sales team

Qualifications
- Previous administrative, office, customer-service, or data-entry experience preferred
- Strong computer skills and confidence working with online platforms
- Experience with Yardi or another CRM system is an asset
- Strong knowledge of Microsoft Excel, Outlook, and Office
- Comfortable learning new software and systems quickly
- Strong attention to detail and accuracy
- Highly organized and able to manage multiple priorities
- Professional and confident telephone manner
- Comfortable making occasional outbound calls to prospective residents and families
- Strong written and verbal communication skills
- Able to follow up professionally and consistently
- Ability to work independently while meeting deadlines
- Experience in retirement living, healthcare, property management, hospitality, or sales administration is an asset

What We’re Looking For We are looking for someone who is organized, tech-savvy, dependable, personable, and a quick learner.

This person should enjoy working with systems and data, but also be comfortable picking up the phone when needed to follow up with a prospect, reconnect with a lead, or assist with scheduling a tour.

The role is not primarily a sales position, but robust communication skills and a willingness to support the sales process are important.

Position: CRM Administrative Assistant

Department: Head Office – Marketing / Sales & Occupancy Support

Location: Oakville, Ontario

Employment Type: Full-Time

Pay: From $19.00 per hour

Work Location: In person

📌 CRM Administrative Assistant (Oakville)
🏢 Comfort of Living
📍 Oakville

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