Onboarding Specialist
PLACE
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.