Manage client relationships, conduct calls to introduce the platform, assist with onboarding, and perform account reviews. Utilize digital tools effectively.
At Transactly, we’re more than just a service provider; we're pioneers shaping the future of how real estate transactions work. Connect – our cutting-edge home services and connections platform – is revolutionizing how individuals and companies experience the real estate journey. By seamlessly connecting homebuyers and tenants with essential services for their new homes, we're not just meeting expectations; we're setting new benchmarks.
We live and operate daily by our team’s core values: Take Ownership, Embrace Transparency, Have Mettle, Remain Agile, and Be Engaged.
What You’ll Do:
- Conduct introductory and discovery calls with potential clients to introduce Transactly’s platform, assess needs, and align solutions to client goals.
- Own and manage relationships with a portfolio of assigned clients (real estate brokerages, agents, enterprise accounts, and strategic partners).
- Assist with onboarding new clients and ensuring a seamless transition from Sales to Account Management.
- Proactively set clear expectations with clients about working with their assigned Transaction Coordinator — including scope of services, communication cadence, platform use, and service timelines.
- Conduct regular account reviews and performance check-ins with clients.
This position is fully remote but you must reside in one of the following states: Utah, Missouri, Washington or Arizona.
Skills, Experience and Requirements:
- 2+ years of experience in account management, client success, real estate operations, or transaction coordination
- Strong understanding of the real estate transaction lifecycle and related timelines, documents, and stakeholders
- Excellent client relationship skills with a track record of building trust and managing expectations effectively
- Exceptional organizational and time management skills – able to manage multiple accounts and timelines simultaneously
- Clear and professional communication skills, both written and verbal, for interacting with real estate professionals and internal teams
- Proficient in digital tools (e.g., CRM platforms, task management systems, Google Workspace)
Compensation
$60,000-$80,000 DOE
We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need. We are committed to creating an inclusive environment for all employees.
Top Skills
Crm Platforms
Google Workspace
Task Management Systems
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