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 $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.
About the job
Apply for this position
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 $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.