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.

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.

• 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 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.

  Apply for this job

  As set forth in Transactly Coordinators’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.