Phillip Ray

Operations Leader · Process, Metrics & Cross-Functional Coordination

Operations leader with 13+ years aligning the teams, processes, and systems that keep multi-team real estate organizations running — the central point of coordination across sales, operations, finance/back-office, and technology. I own the metrics, reporting, data-integrity controls, onboarding, and process improvements that keep complex operations running, and translate them into the executive narratives leadership relies on. Hands-on systems operator (Salesforce admin/developer, full CRM migration, Power BI and analytics dashboards) with transaction-level exposure to affordable and first-time-buyer financing programs (HPAP/VHDA/FHA/VA), residential property and association management, and continuing education in affordable-housing finance.

LinkedIn ↗

  1. Advise real estate teams and brokerages on the operations, CRM, and reporting infrastructure a growing practice runs on — CRM selection and migration, workflow automation, and the dashboards leadership actually uses.

    • Follow Up Boss implementation and optimization — pipeline design, lead routing, action plans, and smart-list architecture that keeps agent follow-up on track.
    • CRM migrations and data cleanup: deduplication, field mapping, and validation controls so records stay trustworthy after the move.
    • Workflow automation across CRM, email, and back-office systems (n8n, Airtable, API integrations) to remove manual, repeatable steps.
    • KPI dashboards and reporting — transaction volume, lead conversion, agent goal pacing — built on Power BI and GA4.
    • Onboarding systems and SOPs that make a new agent productive without pulling leadership into every step.
    Real Estate ConsultingCRM ImplementationFollow Up BossCRM MigrationWorkflow Automationn8nAirtableKPI ReportingPower BISOPsOnboarding
  2. Led marketing, content, and operations for a RealTrends top team — ranked #4 in Virginia and the top Alexandria team by 2025 salesRealTrends Verified — 2026 Best Mega Teams in Virginia (2025 data): ONE Residential ranked #4 in the state — $302.28M volume, 504.5 sides — and the top-ranked Alexandria team on the list; also RealTrends "Top Team" and "The Thousand."realtrends.com ↗ — through 2 direct reports who each managed their own functional reports. Owned the dashboards, CRM workflows, onboarding infrastructure, and automations that drove productivity.Phillip Ray's profile on ONE Residential's company site lists his title as Director of Operations & Marketing and describes his operations, CRM, dashboards, and onboarding scope.oneresre.com ↗

    • Built an agent onboarding system with 8 role-specific workflow tracks, Kanban boards, milestone reviews, and automated progression.
    • Built and maintained executive KPI dashboards — transaction volume, agent goals, lead conversion, rolling year-over-year — and a real-time performance scoreboard with goal-pacing logic.
    • Rebuilt the leadership operations dashboard into a role-scoped analytics product (11 reporting views) with automated data-quality monitoring.
    • Remediated a CRM data-integrity defect that had inflated a production table to 99.7% duplicates (6.9M → 21K records) — shipped a null-safe fix, controlled cleanup, and an automated drift watchdog.
    • Integrated GA4, Google Search Console, and Google Ads into a unified analytics hub (GA4 dashboard with 6 KPI cards, search-performance reporting, campaign management).
    • Deployed a scheduled automation that replaced a 20-minute weekly manual process, cutting report-prep time ~75%.
    • Built an n8n commission-tracking automation (Gmail-triggered: parses payment emails, deduplicates, and updates the sheet in real time).
    • Architected ONE Platform with AI-assisted, agentic development — a custom React/Vite brokerage CRM (oneres.app) integrating Follow Up Boss CRM, IDX/MLS, LLM-powered workflows, automated marketing-asset generation, and 15+ tools.ONE Platform is a live deployed product: the oneres.app web manifest reads "Agent Nexus — Real Estate CRM for ONE Residential," and the app's production config connects to the Follow Up Boss API, IDX Broker, and Sentry.oneres.app ↗
    • Ran recurring operational reporting and a backend intranet; created custom internal workflows; produced executive narratives and content.
    OperationsTeam LeadershipCross-Functional CoordinationSalesforce / CRMDashboards & ReportingDashboard DevelopmentGA4Workflow Automationn8nAI / LLM DevelopmentExecutive NarrativesReact / ViteOnboarding
  3. Advised a mix of real estate agent and team clients on operations and CRM, while continuing an active real estate practice.

    • Built custom automations, reports, workflows, and SOPs for agent and team clients.
    • Implemented Follow Up Boss / Airtable CRM systems and client-lifecycle automation that closed handoff gaps and improved reporting reliability.
    CRM ImplementationAutomationSOPsConsulting
  4. Owned operations, marketing, technology, HR/payroll, and bookkeeping for one of Arlington's top-producing real estate teamsArlington Magazine (editorial survey of Arlington-area sales volume): Kay Houghton & Associates listed in the top "$20,000,000+" team and agent tiers (2021 and 2024 editions).arlingtonmagazine.com ↗; led a team of roughly eight (all staff reported to me).

    • Owned and administered the team's Salesforce environment — built workflows, dashboards, reports, and commission-calculation logic as the backend admin/developer.
    • Built a Power BI dashboard analyzing sales and mortgage data with likelihood-to-sell modeling and market insights.
    • Designed deal-lifecycle and transaction process maps to coordinate handoffs across the team.
    • Served as the central coordination point across agents, transaction coordination, finance/bookkeeping, and brokerage partners — including leading the team's KW Metro Center → eXp Realty transition end-to-end (license transfers, DPOR filings, training, rebranding).
    • Led the CRM migration from Salesforce to Follow Up Boss — phased rollout, training, RealScout integration, and lead-routing automations.
    • Ran the full back office — payroll (Zenefits), QuickBooks bookkeeping, and HR-generalist functions; coordinated the team's brokerage transition from KW Metro Center to eXp Realty.
    • Grew Fairlington market share from 19% to 27% of closed listings (52 of 191, 2022); ran email campaigns at a ~53% open rate.
    SalesforcePower BIPredictive ModelingCross-Functional CoordinationFollow Up BossCRM MigrationOperationsReportingOnboardingQuickBooksHR / Payroll
  5. Directed projects for a residential property & association-management firm (condo/HOA association portfolios).Roost DC — Washington's employee-owned residential property & condo/HOA-association management company (a Nest DC spin-off; contracts transitioned to EJF in 2023).linkedin.com/company/roost-dc ↗

    • Directed maintenance, renovation, and improvement project pipelines across condo/HOA association portfolios, cross-functional teams, and vendors.
    • Applied continuous-improvement methodologies to streamline cross-functional workflows, handoffs, and compliance tracking.
    • Negotiated vendor contracts and oversaw vendor performance and budget adherence.
    • Built tenant- and stakeholder-communication systems to keep all parties aligned across active projects.
    Property & Association ManagementProject ManagementProcess ImprovementRegulatory ComplianceVendor Management
  6. Directed daily operations for a residential sales, leasing, and property & association-management firm — condo/HOA portfolios run on compliance, reporting, and data integrity.Citylights Realty Group, archived during this tenure (Nov 2018): a Washington DC residential property-management, sales & leasing firm (condo/HOA association management) — not commercial.citylightsrealtygroup.com — archived 2018 ↗

    • Directed operations across condo/HOA association and residential portfolios — the closest analog in my background to running an income-restricted operating platform.
    • Owned regulatory compliance and data integrity across portfolios while optimizing asset performance and reporting accuracy.
    • Implemented and optimized CRM tools for operational tracking and stakeholder/data management.
    • Recruited, trained, and mentored property managers; negotiated and managed service-provider contracts.
    OperationsProperty & Association ManagementRegulatory ComplianceData IntegrityAsset Management
  7. Led marketing and operations for a Long & Foster real estate team.The Sky Group, archived 2017: a 9-agent team operating under Long & Foster Real Estate, Inc. (Bethesda, MD).theskygroup.com — archived 2017 ↗

    • Implemented Salesforce and GoHighLevel CRM systems and workflow-automation tools to streamline operations.
    • Integrated CRM solutions to optimize sales and operational processes.
    • Conducted in-depth market research and data analysis to inform strategic planning.
    CRMMarketingOperationsAutomation
  8. Bridged marketing strategy and real estate expansion for a multi-location dental group.

    • Directed strategic procurement and site selection for multi-location facility expansion.
    • Oversaw vendor negotiations, contract management, and compliance for new-location buildouts.
    • Aligned expansion decisions with operational requirements and managed advertising budgets.
    MarketingExpansionProcurementVendor Management
  9. Directed operations for a top-producing DC real estate team (top 1% nationally) that scaled from 6 to 13 full-time agents and $300M to $410M+ in sales volume (450 → 500+ properties) as it moved from Coldwell Banker to Keller Williams.The Bediz Group's own site, archived during Phil's tenure: the Jul 2014 capture lists "Phillip Ray" on the team at 6 agents / $300M / 450 properties under Coldwell Banker; the Dec 2016 capture shows 13 agents / $410M+ / 500+ properties after the move to Keller Williams.bediz.com — archived 2014–16 ↗

    OperationsFinancial PlanningCRMTeam Building

  1. A custom real estate operations platform — built with AI-assisted, agentic development and LLM-powered workflows — unifying CRM data, automation, and marketing for a growing residential team.

    AI / LLM DevelopmentReact / ViteGCPFollow Up BossMarketing AutomationIDX / MLSDashboards
  2. A standalone production scoreboard and role-scoped analytics product giving leadership a real-time view of team performance.

    • Built and deployed scoreboard.oneres.app — a real-time performance scoreboard with goal-pacing logic that flags behind-pace outliers before quarter-end.
    • Imported 1,036 agent submissions and wired live Google Sheets sync for leadership review.
    • Rebuilt the leadership operations view into a role-scoped analytics product (11 reporting views) with automated data-quality monitoring.
    Dashboard DevelopmentKPI ReportingGoogle SheetsData IntegrityAnalytics
  3. Consolidated Google's marketing-analytics surfaces into a single hub for traffic, search, and paid performance.

    • Built a GA4 reporting dashboard with 6 KPI cards and 4 analysis tabs — traffic sources, audience, landing pages, and conversions.
    • Synced Google Search Console queries and index status and auto-submitted sitemaps for faster indexing.
    • Added Google Ads campaign management — campaign CRUD, ad-group/keyword management, and UTM auto-generation.
    GA4Google Search ConsoleGoogle AdsDashboard DevelopmentSEO / SEM
  4. Diagnosed and remediated a production CRM data-integrity defect, then automated detection to prevent recurrence.

    • Diagnosed a defect that had inflated a production table to 99.7% duplicate records (6.9M → 21K).
    • Shipped a null-safe fix and a controlled cleanup with preservation guarantees.
    • Built an automated drift watchdog with stage-contradiction and source-integrity checks on live CRM data.
    Data IntegritySQLProcess ManagementWorkflow Automation
  5. An 8-track onboarding system that standardizes ramp for every new hire.

    • Designed 8 role-specific onboarding tracks with Kanban boards, milestone reviews, and automated badge progression.
    • Standardized new-hire ramp with structured checkpoints and progression gates.
    Onboarding DesignProcess ManagementKanbanWorkflow Automation
  6. Led the full rollout of Follow Up Boss as a strategic replacement for Salesforce.

    • Ran a phased rollout with team training materials and a standardized follow-up protocol.
    • Integrated RealScout and built lead-management and nurturing automations.
    • Identified systemic inefficiencies in the prior Salesforce setup and drove adoption of a more effective solution.
    Follow Up BossSalesforceCRM MigrationTrainingRealScout
  7. Architected an automated, closed-loop lead-capture engine for marketing events.

    • Built a direct Eventbrite to Follow Up Boss API integration that created and tagged leads in real time.
    • Triggered instant SMS alerts to the assigned agent and standardized the team's response protocol.
    • Eliminated manual data entry and laid the foundation for accurate event ROI tracking.
    API IntegrationEventbriteFollow Up BossAutomationLead Management
  8. Owned the end-to-end recruitment and onboarding of a Director of Sales.

    • Sourced, vetted, negotiated, and onboarded a senior leader in under six weeks.
    • Drafted the offer and corrected critical employment-status details; troubleshot a blocking HRIS issue to ensure an on-time start.
    Talent AcquisitionOnboardingNegotiationHRIS

Bachelor of Business Administration (BBA) · Business Administration & Management

South College
Sep 2006 — Jun 2010

Certification · Photography

University of Tennessee, Knoxville
Sep 2011 — Jun 2012

  • Licensed Realtor (DC)— Greater Capital Area Association of REALTORS® · Jul 2013
  • e-Pro— National Association of REALTORS®
  • Affordable Housing: Solutions for Homes & Financing— The CE Shop · Feb 2021
  • Fair Housing & First-Time Homebuyer (CE)— The CE Shop · May 2024
  • Residential Property Management Essentials— The CE Shop · Jul 2024
  • Google Ads Certified— Google
  • Google Workspace Certified— Google
  • Microsoft Power BI Data Analyst (in progress)— Microsoft Learn / Courseraverify ↗

Operations & Process

Project ManagementProcess ImprovementCross-Functional CoordinationProperty & Association ManagementRegulatory ComplianceData IntegrityVendor Management

Analytics & Reporting

Power BIData AnalysisData VisualizationPower QueryData ModelingDashboard DevelopmentKPI ReportingData IntegrityPredictive ModelingGA4Google Search ConsoleGoogle Ads

Systems, Automation & AI

AI / LLM DevelopmentSalesforceCRM MigrationFollow Up BossWorkflow Automationn8nAPI IntegrationAirtable

Leadership & Communications

Team LeadershipOnboarding DesignExecutive NarrativesCross-Functional Coordination

Platform

React / ViteGCPIDX / MLSGoHighLevelRealScout

1.RealTrends Verified — 2026 Best Mega Teams in Virginia (2025 data): ONE Residential ranked #4 in the state — $302.28M volume, 504.5 sides — and the top-ranked Alexandria team on the list; also RealTrends "Top Team" and "The Thousand." realtrends.com ↗
2.Phillip Ray's profile on ONE Residential's company site lists his title as Director of Operations & Marketing and describes his operations, CRM, dashboards, and onboarding scope. oneresre.com ↗
3.ONE Platform is a live deployed product: the oneres.app web manifest reads "Agent Nexus — Real Estate CRM for ONE Residential," and the app's production config connects to the Follow Up Boss API, IDX Broker, and Sentry. oneres.app ↗
4.Arlington Magazine (editorial survey of Arlington-area sales volume): Kay Houghton & Associates listed in the top "$20,000,000+" team and agent tiers (2021 and 2024 editions). arlingtonmagazine.com ↗
5.Roost DC — Washington's employee-owned residential property & condo/HOA-association management company (a Nest DC spin-off; contracts transitioned to EJF in 2023). linkedin.com/company/roost-dc ↗
6.Citylights Realty Group, archived during this tenure (Nov 2018): a Washington DC residential property-management, sales & leasing firm (condo/HOA association management) — not commercial. citylightsrealtygroup.com — archived 2018 ↗
7.The Sky Group, archived 2017: a 9-agent team operating under Long & Foster Real Estate, Inc. (Bethesda, MD). theskygroup.com — archived 2017 ↗
8.The Bediz Group's own site, archived during Phil's tenure: the Jul 2014 capture lists "Phillip Ray" on the team at 6 agents / $300M / 450 properties under Coldwell Banker; the Dec 2016 capture shows 13 agents / $410M+ / 500+ properties after the move to Keller Williams. bediz.com — archived 2014–16 ↗