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:
- Conduct introductory and discovery calls with potential clients to introduce Transactly’s platform, assess needs, and align solutions to client goals.
- Own and manage relationships with a portfolio of assigned clients (real estate brokerages, agents, enterprise accounts, and strategic partners).
- Assist with onboarding new clients and ensuring a seamless transition from Sales to Account Management.
- Proactively set clear expectations with clients about working with their assigned Transaction Coordinator — including scope of services, communication cadence, platform use, and service timelines.
- Conduct regular account reviews and performance check-ins with clients.
This position is fully remote but you must reside in one of the following states: Utah, Missouri, Washington or Arizona.
Skills, Experience and Requirements:
- 2+ years of experience in account management, client success, real estate operations, or transaction coordination
- Strong understanding of the real estate transaction lifecycle and related timelines, documents, and stakeholders
- Excellent client relationship skills with a track record of building trust and managing expectations effectively
- Exceptional organizational and time management skills – able to manage multiple accounts and timelines simultaneously
- Clear and professional communication skills, both written and verbal, for interacting with real estate professionals and internal teams
- Proficient in digital tools (e.g., CRM platforms, task management systems, Google Workspace)
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What We Do
PLACE is an end-to-end real estate technology platform that partners exclusively with top real estate teams and brokerages in more than 70 locations across the United States and Canada.
When you join PLACE, you are joining a winning team recently recognized by RealTrends on the Wall Street Journal's “The Thousand” list as #1 in its category.
We set out reimagining what the real estate industry could and should look like. Then we set out to reinvent the real estate model as we know it.
We created a PLACE that provides proprietary technology and business services including accounting, bookkeeping, human resources, in-house legal, design and marketing, videography, talent acquisition, agent attraction, business training and coaching, and perhaps most surprising, an incredible Agent Opportunity Model with staff and agent benefits unlike anything else in the industry.
