Customer Onboarding Specialist

Job not on LinkedIn

November 27

🤠 Texas – Remote

Although this job is listed in Texas, this company may be open to hiring remote in other states.

💵 $45k - $50k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

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Real Geeks

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Real Estate • SaaS • B2B

Real Geeks is an all-in-one growth software provider for real estate professionals, offering IDX websites, lead generation packages, a CRM, mobile apps, dialer and marketing automation (email, SMS, Facebook ads) to help agents, teams and brokers attract, manage and convert leads. The platform includes SEO-optimized property search sites, AI engagement tools, integrations and training/resources aimed at scaling real estate businesses and improving agent productivity.

51 - 200 employees

Founded 2009

🏠 Real Estate

☁️ SaaS

🤝 B2B

📋 Description

• Deliver a confident, personable welcome and seamless handoff from Sales. • Translate each client’s goals into a clear success roadmap with defined milestones. • Drive implementation of all platform components, balancing speed with quality. • Coach clients through CRM setup, lead engagement, and marketing best practices. • Monitor progress and re-engage clients who fall behind on key onboarding tasks. • Act as the main point of contact and trusted advisor during onboarding. • Collaborate with MLS, Support, and Training teams to ensure a cohesive customer experience. • Spot early signs of churn risk and apply proactive problem-solving. • Document outcomes and insights to improve future onboarding strategies.

🎯 Requirements

• 3–5+ years of experience in Customer Success, SaaS onboarding, or Account Management. • Strong attention to detail, accountability, and follow-through. • Experience coaching customers toward measurable success, not just product setup. • Excellent communication skills with the ability to reach non-technical users. • Proven ability to manage multiple onboarding projects in a fast-paced real estate technology or SaaS environment.

🏖️ Benefits

• Health insurance • 401k • Employee Stock Purchase Plan options • Continuing Education benefit