Customer Onboarding Specialist jobs in United States
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Real Geeks · 1 month ago

Customer Onboarding Specialist

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
money$45K/yr - $50K/yr
date3+ years exp

Real Geeks is on a mission to make the life of the Real Estate agent easier by providing intuitive technology solutions. The Customer Onboarding Specialist will support new customers in adopting the real estate CRM and marketing platform, guiding them through a high-impact onboarding experience to ensure their success.

ComputerReal EstateSoftware

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

Qualification

Customer SuccessSaaS onboardingProject managementReal estate knowledgeCommunicationAttention to detailProblem-solving

Required

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

Benefits

Health insurance
401k
Employee Stock Purchase Plan options
Continuing Education benefit

Company

Real Geeks

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Real Geeks is a company that provides real estate websites for realtors that want to improve sales.
dateFounded in 2010
location
Kailua, Hawaii, USA
people-size51-200 employees
web-link
http://www.realgeeks.com/

Funding

Current Stage
Growth Stage
Total Funding
unknown
2017-07-25Acquired

Leadership Team

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Ben Ward
Senior Software Engineer
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