Customer Onboarding Specialist

Job Description

Job Description

Salary : 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 Youll Do

As the first partner our clients meet after signing on, youll guide them through the most critical stage of their Real Geeks journey. You wont just help them get set up. Youll own their path to success, designing and delivering an onboarding experience that builds confidence, momentum, and measurable business results. Youll combine project management, product expertise, and coaching

Key Responsibilities

• Deliver a confident, personable welcome and seamless handoff from Sales.
• Translate each clients 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

What We Offer :