Customer Onboarding Specialist

4 hours ago

Dallas, Texas, United States Real Geeks Full time

Who we are:

Real Geeks is on a mission to make the life of the Real Estate agent easier. Our solutions help agents and small brokerage teams attract new clients, build lifelong relationships and grow their business through our intuitive technology.  We care deeply about the success of our customers and pride ourselves on being a dynamic, inclusive and collaborative team that gets stuff done.

Why Join Real Geeks

  • Play a vital role in shaping the earliest—and most influential—stage of the customer journey. 
  • Work hands-on with a highly adopted real estate CRM and website tools used by agents, teams, and brokerages.
  • Join a collaborative, mission-oriented team that helps real estate professionals grow their businesses.
  • Contribute to ongoing innovation as Real Geeks expands its platform and customer success programs.

What You'll Do

Real Geeks is looking for a dynamic Onboarding Advisor to support new customers as they adopt our real estate CRM, website, and marketing platform. In this customer-facing role, you'll guide real estate professionals through a high-impact and fast paced, SaaS onboarding experience that accelerates their business results.

You'll blend project management, product and real estate coaching insights to deliver an onboarding journey that boosts confidence, improves adoption, and drives long-term success with our real estate technology.

Key Responsibilities

  • Deliver a confident, personable welcome and seamless handoff from Sales.
  • Translate each client's goals into a clear success roadmap with defined milestones.
  • Drive implementation of all platform components, balancing speed with quality.
  • Coach clients through CRM setup, lead engagement, and marketing best practices.
  • Monitor progress and re-engage clients who fall behind on key onboarding tasks.
  • Act as the main point of contact and trusted advisor during onboarding.
  • Collaborate with MLS, Support, and Training teams to ensure a cohesive customer experience.
  • Spot early signs of churn risk and apply proactive problem-solving.
  • Document outcomes and insights to improve future onboarding strategies.

What You Offer

  • 3–5+ years of experience in Customer Success, SaaS onboarding, or Account Management.
  • Strong attention to detail, accountability, and follow-through.
  • Experience coaching customers toward measurable success, not just product setup.
  • Excellent communication skills with the ability to reach non-technical users.
  • Proven ability to manage multiple onboarding projects in a fast-paced real estate technology or SaaS environment.

What We Offer:

  • The nimbleness and daring of a successful startup with the security of a large, stable parent company
  • A positive, collaborative team culture where people really matter
  • A generous compensation package, including base salary and monthly performance-based bonus
  • Highly competitive benefits, including health insurance, 401k, Employee Stock Purchase Plan options, and a Continuing Education benefit
  • Opportunities to grow and advance your career in many different directions
  • The flexibility of a remote workplace environment, with the option to work in-person at our Dallas office

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