At Transactly, we’re more than just a service provider; we're pioneers shaping the future of how real estate transactions work. Connect – our cutting-edge home services and connections platform – is revolutionizing how individuals and companies experience the real estate journey. By seamlessly connecting homebuyers and tenants with essential services for their new homes, we're not just meeting expectations; we're setting new benchmarks.
We live and operate daily by our team’s core values: Take Ownership, Embrace Transparency, Have Mettle, Remain Agile, and Be Engaged.
What You’ll Do:
- Manage and process inbound digital orders for services across all products in a timely manner.
- Occasionally assist inbound and outbound calls, emails and texts to/from warm client leads.
- Communicate clearly with customers who have placed digital orders. Gathering information needed to complete the order.
- Offer alternative solutions and upsell additional services where appropriate with the objective of setting up as many home services as possible.
- Continually maintain a working knowledge of the full suite of services, plans, and promotions offered to customers.
- Utilize operational systems to produce requested service quotes and identify viable services based on location.
- Suggest process and operational changes to improve digital order efficiency.
- Achieve metrics related to the number of orders processed and upsell performance.
This position is fully remote.
Availability to work one Saturday per month is required.
Skills, Experience and Requirements:
- 1+ years customer service / inside sales work experience.
- Exceptional customer service skills.
- Organizational skills and the ability to manage multiple tasks efficiently and effectively.
- Experience working with a CRM and G-Suite environment.
- Availability to work a flexible schedule which includes all hours of call center operation.
Top Skills
What We Do
Transactly organizes and coordinates the very messy and often chaotic process of closing a real estate transaction.
Whether you’re a real estate agent, broker, team or an entire office, you can use our application, or one of our Transactly Coordinators to organize and manage your home sale transactions.







