Onboarding Specialist

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4 hours ago

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PLACE

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Real Estate • Technology • SaaS

PLACE is an all-in-one real estate services and technology platform designed for top teams in any brokerage. It simplifies the process of running a profitable real estate business by providing tools for team owners and agents to grow their teams, boost productivity, retain talent, and improve operations. With over 275 locations across the US and Canada, PLACE also connects clients with top agents to facilitate home buying and selling, enhancing the overall experience with advanced technology and business services.

201 - 500 employees

Founded 2020

🏠 Real Estate

☁️ SaaS

📋 Description

• Serve as the point of contact for all newly onboarded clients • Conduct onboarding meetings with new clients in alignment with Transactly standards • Ensure clients feel supported, educated, and confident navigating Transactly tools • Create and manage onboarding plans, documentation, and next steps for each client • Partner with Account Managers to identify and select the ideal Transaction Coordinator match • Schedule and host TC Intro Calls between clients and their assigned TC • Clearly set expectations and ensure clients understand the service model, workflows, and communication standards • Guide clients through setup of essential tools and integrations • Make sure clients understand how to submit orders and interact with the platform • Complete all necessary onboarding tasks within our internal systems and CRM • Monitor new client progress through onboarding to ensure they move smoothly toward their first order. • Proactively resolve questions or concerns with clarity and confidence • Partner with Account Managers and TCs to ensure a consistent, high-touch client experience • Once the first transaction is successfully completed, conduct a smooth, relationship-focused handoff to the assigned Account Manager

🎯 Requirements

• 2+ years experience in customer success, onboarding, account coordination, real estate operations, or a related client-facing role • Exceptional communication skills—clear, calm, professional, and proactive • A service-first mindset with a passion for delivering white-glove experiences • Strong organization and process management abilities • A high level of technical comfort navigating platforms, tools, and workflows • Confidence leading client-facing meetings and managing expectations • Ability to collaborate cross-functionally and keep multiple onboarding plans moving at once • A calm, solutions-focused mindset even when handling escalations or ambiguity

🏖️ Benefits

• Full training in Transactly onboarding processes • Coaching and professional development opportunities • Access to internal support teams (Account Management, Operations, Business Services) • Technology, templates, and resources to streamline your workflows • A team culture rooted in ownership, integrity, and excellence