Reinventing real estate with technology and support
PLACE is a comprehensive real estate technology platform headquartered in Bellingham, Washington, serving over 70 locations across the U.S. and Canada. The company partners with top real estate teams and brokerages, providing proprietary technology and business services such as accounting, HR, and m...
PLACE offers competitive equity options, generous PTO policies, and a remote work flexibility program. Employees also benefit from comprehensive healt...
PLACE fosters a unique culture focused on innovation in real estate technology and collaboration among top-performing teams. The company emphasizes a ...
PLACE is seeking an Onboarding Specialist to enhance the real estate transaction experience by guiding new clients through onboarding processes. This role requires strong client-facing skills and a commitment to exceptional service.
You thrive in a client-facing environment and enjoy guiding people through processes. You are energized by helping create seamless, white-glove experiences from day one. You understand the importance of getting the first 30 days right and are dedicated to ensuring clients feel supported and confident as they navigate new tools and systems. You have a knack for creating memorable experiences that leave clients saying 'WOW'.
As the Onboarding Specialist, you will serve as a concierge-style guide for new clients from the moment they complete their discovery call through closing their first transaction. You will conduct onboarding meetings with new clients in alignment with Transactly standards, ensuring they feel supported, educated, and confident. You will create and manage onboarding plans, documentation, and next steps for each client, partnering with Account Managers to identify and select the ideal Transaction Coordinator match. You will also schedule and host TC Intro Calls between clients and their assigned TC, clearly setting expectations and ensuring clients understand the service model, workflows, and communication.
You will be part of a high-impact role within the PLACE–Transactly future of high-quality service delivery. This position offers the opportunity to elevate the onboarding experience for every client served, contributing to a culture of excellence and exceptional service.
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