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Onboarding Specialist

Remote

At Transactly—now proudly a PLACE-owned company—we’re elevating the real estate transaction experience through exceptional service, powerful systems, and an unwavering commitment to excellence. As we grow our network of high-performing agents and transaction coordinators, we are expanding our Account Management Team with a dedicated Onboarding Specialist.

This role is perfect for someone who thrives in a client-facing environment, enjoys guiding people through processes, and is energized by helping create seamless, white-glove experiences from day one.

You’ll work closely with our Account Managers, Transaction Coordinators, and operations teams to ensure every new client feels supported, seen, and set up for long-term success.

What You’ll Do

As the Onboarding Specialist, you’ll serve as a concierge-style guide for new clients from the moment they complete their discovery call through closing their first transaction.

Your responsibilities include:

Client Concierge & Onboarding

  • 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

TC Matching & Introductions

  • 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

Systems Setup & Training

  • 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

Support & Client Success

  • 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

What You Bring

We are looking for someone who embodies the values of Ownership, Excellence, Accountability, and People First.

You have:

  • 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

Tools & Support You’ll Receive

  • 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

Compensation

  • Full-time Position
  • Compensation aligned with experience, ranges from $50,000-$60,000/year
  • Opportunities for performance-based growth
  • Benefits package

Who Thrives in This Role

  • You love helping people feel confident and taken care of
  • You enjoy structure but can be flexible when needed
  • You take ownership—no loose ends
  • You communicate on-brand and with heart
  • You enjoy creating memorable experiences that make clients say “WOW”
  • You understand the importance of getting the first 30 days right

If You’re Ready to Step Into a High-Impact Role…

…and be part of the PLACE–Transactly future of high-quality service delivery, we’d love to meet you.

Apply today and help us elevate the onboarding experience for every client we serve.

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