Transaction Coordinator Account Manager

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)