Location: South West London (Office-Based with Flexibility)
Full-Time
Build the Operating System of a Modern Estate Agency
The best independent businesses are no longer competing on headcount. They're competing on systems, automation, data, and AI.
We're looking for a CRM,AI & Automation Lead to own the technology, automation, and operational infrastructure of a high-performing independent estate agency. This is a rare opportunity to redesign how a business operates, using modern tools, AI workflows, and data-driven decision making.
You'll work directly with senior leadership, with the autonomy to improve processes, implement automation, and build the systems that help the business perform better every quarter.
This isn't an administrative role. It's a builder role.
The Opportunity
You'll take ownership of the agency's operational backbone — CRM, marketing systems, portals, reporting, data management, and AI-powered workflows.
Your mission is simple: make the business more efficient, more scalable, and more intelligent.
You'll identify manual processes, redesign workflows, implement automation, and create the reporting infrastructure that drives better decision-making.
If you've ever looked at a clunky process and immediately thought, "there's a better way to do this," you'll fit right in.
What You'll Be Responsible For
AI & Workflow Automation
- Design and implement AI-powered workflows across the business
- Configure and optimise tools including ChatGPT, Claude, Gemini, CRM AI features, and marketing automation platforms
- Build automated processes for enquiry handling, client follow-up, sales progression, compliance, and reporting
- Use integration tools such as Zapier, Make, or similar platforms to connect systems and eliminate manual work
CRM & Data Management
- Own and optimise the company's CRM as the single source of truth
- Maintain data quality and process consistency
- Ensure listings, instructions, and customer information flow accurately across platforms
- Improve forecasting accuracy through better pipeline management and reporting
- Manage portal and marketing platform integrations
- Optimise lead capture, website feeds, and campaign performance
- Ensure marketing activity is measurable and ROI-focused
- Create operational systems that support social media and digital marketing activity
- Build and maintain KPI dashboards and management reporting
- Produce accurate pipeline forecasting with clear risk indicators
- Create visibility across business performance using data and automation
- Deliver actionable insights that support strategic decision-making
What We're Looking For
We're prioritising systems thinking, operational excellence, and AI capability over property experience.
The right person may come from operations, RevOps, SaaS, fintech, marketing operations, professional services, healthcare administration, or another process-driven environment.
- 2+ years' experience in Operations, Revenue Operations, Systems Management, Business Operations, or a similar role
- Strong practical experience using AI tools such as ChatGPT, Claude, or Gemini in a business environment
- Experience configuring and managing CRM platforms such as Salesforce, HubSpot, Pipedrive, Zoho, Monday.com, Reapit, Street, or similar
- Hands-on experience building automations using Zapier, Make, n8n, or equivalent tools
- Strong analytical and reporting skills, including spreadsheet proficiency and KPI dashboard creation
- A proactive mindset with a passion for improving systems and processes
- Estate agency or property sector experience
- Experience with Street CRM or Spectre
- Experience with Airtable, Notion, Retool, or other no-code tools
What You'll Get
- 25 days annual leave plus bank holidays
- Office-based role with sensible flexibility
- Direct access to decision-makers and genuine ownership of your work
- Dedicated training budget for AI, automation, CRM, and systems development
- The opportunity to shape how a growing business operates for years to come
Apply
If you're excited by AI, automation, systems design, and operational improvement—and want the freedom to implement your ideas rather than ask for permission,we'd love to hear from you.
