Assistantly is hiring a
Customer Success Specialist

Summary

Join Assistantly as a Customer Success Specialist to manage and nurture relationships with real estate clients, enjoy remote work, competitive compensation, and professional development opportunities. Requires 2+ years of experience in customer success or a similar role in the real estate industry, strong communication skills, proficiency in real estate CRM systems, and Google Workspace.

Requirements

• 2+ years of experience in customer success, client relations, or a similar role in the real estate industry
• Extremely organized with expertise in email and calendar management best practices
• Strong communication skills, both verbal and written, tailored to the needs of real estate clients
• Ability to know when to reach out for help versus when to take initiative and provide proposed solutions
• Proactive problem-solving skills and a positive attitude
• Proficiency in real estate CRM systems (e.g., Follow Up Boss), Google Workspace, Asana, Sisu, and Showing Time

Responsibilities

• Client Engagement: Maintain regular communication with real estate clients through personalized messages, calls, and emails to ensure their needs are met and relationships remain strong
• Database Management: Organize and update client information in the CRM system (e.g., Follow Up Boss), ensuring data accuracy and effective segmentation for personalized outreach within the real estate industry
• Follow-Up Initiatives: Implement consistent follow-up strategies, including sending birthday cards, arranging client gifts, and acknowledging special occasions to keep our real estate services top-of-mind
• Client Retention: Serve as the primary contact for past real estate clients, fostering loyalty, encouraging repeat business, and generating referrals
• Support Sales Team: Collaborate closely with the real estate sales team by providing client insights and assisting with preparations for client meetings and property showings
• Event Coordination: Assist in planning and organizing client appreciation events and community gatherings to strengthen client relationships and enhance our brand presence in the real estate community

Benefits

• Above market starting pay scale
• Permanent work-from-home opportunities
• Part-time and full-time positions available
• Health & Wellness Allowance
• Paid Time Off (PTO) yearly
• Monthly bonus drawings, loyalty & performance bonuses, profit sharing
• Professional development training