Personal Property Advisor (Sales Progression)

Yopa's purpose is to become the Estate Agent of choice by proudly and sustainably delivering for our customers, our local communities, and each other.

We pride ourselves on offering a bespoke, high-end experience, enhanced by our innovative, market-leading technology that empowers customers to track every step of their property journey in real time. Our service is further enriched by the expertise of our professional, dedicated local estate agents.

At Yopa, we believe that our success is built on the foundation of our culture and underpinned by our shared company values: Care deeply, do the right thing, execute with excellence and be frank and fearless.

As a Personal Property Advisor, you will work closely with our field agents (estate agents), vendors, and buyers to effectively progress property sales through to completion. Your primary responsibility will be to manage and coordinate the sales process, utilising your expertise in CRM systems and case management. Success in this role will be measured by your ability to effectively manage the sales pipeline and achieve completions in line with company targets.

Responsibilities & Duties

• Collaborate closely with field agents, vendors, and buyers to ensure efficient progress of property sales from initial agreement to completion.
• Utilise CRM systems and case management tools to manage and track the progress of each sale, ensuring all necessary documentation and information are obtained and processed in a timely manner.
• Communicate regularly with vendors, buyers, and other stakeholders, providing updates on the status of the sale and addressing any concerns or issues.

• Coordinate property surveys, valuations, and inspections to facilitate the sales process.
• Ensure compliance with legal and regulatory obligations throughout the sales process.
• Proactively identify and address potential obstacles or delays, working to find solutions and maintain the momentum of the sale.
• Monitor and manage the sales pipeline, ensuring key milestones and deadlines are met.
• Collaborate with field agents and internal teams to resolve queries or discrepancies that may impact the progress of the sale.

• Maintain accurate records of each sale's progress, documentation, and communication in the CRM system.
• Continuously improve and streamline the sales progression process to enhance efficiency and customer satisfaction.
• Meet and exceed key performance indicators (KPIs) related to pipeline management and completions, aligning with company targets and objectives.

Skills and Experience Required

• Previous experience in a sales progression or similar role within the estate agency industry.
• Strong understanding of CRM systems and case management tools, with the ability to effectively utilise these platforms for sales progression.
• Excellent written and verbal communication skills, enabling professional interactions with vendors, buyers, and other stakeholders.
• Knowledge of legal and regulatory requirements related to property sales.
• Exceptional organisational and time management skills, with the ability to prioritise tasks and meet deadlines.

• Proactive problem-solving abilities to anticipate and address potential obstacles in the sales process.
• Collaborative mindset and ability to work effectively with field agents and internal teams.
• Attention to detail to ensure accurate documentation and record-keeping.
• Results-oriented mindset, driven to achieve and exceed sales progression targets.
• Adaptability and resilience to thrive in a fast-paced and dynamic environment.
• Commitment to delivering exceptional customer service and ensuring a positive experience for vendors and buyers throughout the sales process.

Life at Yopa!

• Base salary of £25k per annum depending on skills and experience, (OTE circa £30,000)
• Dedicated training and development – to progress your career and future aspirations
• Yopa/Scout Service discounts - for you, your family and friends!
• Sickness & mental health support - to provide you with peace of mind
• Refer-a-friend bonus scheme - if you recommend us as a place to work
• Hybrid/remote working - to support flexibility
• Wellbeing discounts - across food, retail and travel
• Generous holiday allowance - to switch off and relax
• Performance bonus' - to increase earning potential
• Company socials - to get away from the everyday and celebrate our successes