Customer Onboarding Specialist

6 days 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.

What You'll Do

As the first partner our clients meet after signing on, you'll guide them through the most critical stage of their Real Geeks journey. You won't just help them "get set up." You'll own their path to success, designing and delivering an onboarding experience that builds confidence, momentum, and measurable business results. You'll combine project management, product expertise, and coaching

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 in Customer Success, Onboarding, or Account Management within a SaaS environment.
  • High attention to detail, follow-through, and accountability.
  • Proven experience coaching customers toward measurable success, not just product setup.
  • Strong communication and consultative skills with both technical and non-technical users.
  • Skilled at managing multiple clients and projects simultaneously in a fast-moving environment.
  • Experience with HubSpot, Real Estate, or web/CRM platforms preferred.

What We Offer:

  • 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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