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OPEN POSITION:

CLIENT SUCCESS MANAGER

 

The role of the Client Success Manager (CSM) is twofold. First, the CSM serves as an extension of our Realtors by coordinating successful transactions between the client and all other parties involved. Second, the CSM serves as a resource throughout the transaction to provide clarity, remove stress, and create remarkable experiences for clients. The ideal candidate has a high attention to detail, thrives when processing and organizing a lot of moving parts, and loves putting a smile on people’s faces. 

 

This position is mainly virtual, but includes 1-2 days a week in the office, and occasional tasks around the Twin Cities metro area.

 

NOTE: in the Real Estate industry this role is often referred to as a Transaction Coordinator. 

 

Priorities/Responsibilities

1. Create remarkable real estate client experiences 
2. Execute and manage the transaction coordination workflow which includes but not limited: email communication, scheduling, marketing, project management, drafting documents, etc.
3. Work closely with clients to ensure they are satisfied with the services they receive and to improve upon areas of dissatisfaction. 
4. Identify and improve policies and procedures that optimize the client experience. Study other client success initiatives and analyze client data to identify the best practices. Establish policies the entire staff can adhere to so all clients receive the same quality of service.

 

Required Experience

1. Google Suite: google docs, google sheets, gmail, google cal, etc
2. 2+ years working as an assistant or project manager/coordinator, etc. 

 

Preferred Experience/Skills

1. Previous experience as a transaction coordinator and/or Realtor
2. Ability to create marketing materials (canva, cribflyer)
3. Familiarity with Hubspot 

 

Expectations

We expect this to be an independent contractor position. As you are supporting Realtors, you will see that their work is fairly reactive, and can change quite a bit from week to week. Therefore, we’d expect there to be some months that have less than 10 transactions closing, and others where there are slightly more, but not averaging more than 20 transactions closing per month. 

 

Compensation & Benefits

Contractor - paid per transaction

 

Wits Core Values

Humble, Hungry, and Smart.

 

Mission

At Wits Realty we believe that home is foundational for your well-being and stability. Without it, your entire life is jeopardized, causing stress, distractions, and ultimately limiting your impact. We are committed to guiding you toward wise real estate decisions that will help you thrive in all aspects of life.

 

Vision

Wits Realty will be a brokerage that does more for its agents than any other, is set apart by its remarkable client experiences, and consistently helps its agents and clients have lasting impact.