Client Onboarding & CRM Success Specialist

At AgentLocator, we help real estate professionals generate, manage, and convert online leads through our in-house CRM platform, websites, and marketing solutions.

Our systems are designed to be user-friendly, but many of our clients are busy real estate agents who need guidance, support, and encouragement to confidently use the tools available to them.

That’s where you come in.

We’re looking for a friendly, organized, and tech-comfortable individual to join our team as a Client Onboarding & CRM Success Specialist. This role is less about “technical training” and more about helping clients feel comfortable, confident, and supported while learning how to use our platform effectively.

If you enjoy helping people, explaining things clearly, and building relationships with clients, this could be a great fit.

• Conducting virtual 1-on-1 onboarding sessions with real estate agents via video calls
• Walking clients through our CRM system and website platform step-by-step
• Helping clients understand how to manage leads, organize contacts, and navigate their system confidently
• Ensuring clients feel supported and comfortable using the platform at their own pace

• Following up with clients after onboarding to encourage implementation and answer questions
• Providing refresh sessions to reintroduce features, workflows, and best practices
• Sharing practical lead follow-up and client communication tips to help agents improve their processes
• Creating simple support materials such as recorded walkthroughs or written instructions when needed

• Building positive relationships with clients through patience, consistency, and strong communication
• Helping clients stay engaged with the platform so they can see long-term value from the service
  

• Enjoy helping and teaching people in a patient, encouraging way
• Can explain technology in simple, easy-to-understand language
• Are naturally friendly, organized, and customer service oriented
• Feel comfortable learning and navigating CRM systems and web-based platforms
• Are confident on Zoom/video calls and communicating professionally with clients
• Can adapt your communication style to different personalities and learning styles
• Are proactive and dependable when managing follow-ups and appointments

• Previous experience in customer service, onboarding, client care, or account support
• Familiarity with CRM systems or SaaS platforms
• Experience working with real estate professionals is considered an asset
• Basic technical confidence and troubleshooting skills (you do not need to be a developer or highly technical expert)

• This role plays an important part in our clients’ success.
• Many real estate agents sign up excited to grow their businesses but need support implementing the systems and strategies available to them. Your role is to help simplify the process, build confidence, and ensure clients feel guided every step of the way.
• The better experience our clients have early on, the more successful they become — and the more valuable AgentLocator becomes to their business.

Fully remote position — work from your home office

Full-time hours, available Monday–Friday between 9 AM–5 PM EST

Supportive team environment focused on collaboration and growth

Opportunities for internal growth, ongoing learning, and professional development

Team events, knowledge-sharing sessions, and a positive company

This is an ideal opportunity for someone who:

• enjoys working with people,
• is comfortable with technology,
• and wants to grow within a client success/customer onboarding role.

You do not need to be an advanced technical trainer or software engineer to succeed here. We’re looking for someone who is approachable, eager to learn, and genuinely enjoys helping clients succeed.

If this sounds like you, we’d love to hear from you, go ahead and click the “Easy Apply” button today.