Onboarding Specialist

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 $50000-$60000/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.