Transaction & Customer Success Manager

Job Description

Our Transaction & Customer Success Manager  brings their attention to detail to the table in order to play a key role in the achievement of our real estate team’s goals through the facilitation of smooth transactions from client intake to contract to delivery of keys. This is a self-motivated thinker who is detail-oriented, thinks outside the box, and is creative and involved.

This person excels at creating systems and improving processes, works well from a task list, and can strategically manage their tasks without much direction. This individual must be detail-oriented but maintain a high level of flexibility. The tasks that must be performed to get from contract to closing do not always happen in a linear manner, and therefore,  keen attention to detail and critical thinking are necessary.


  • “Own” all post-offer acceptance communication, delivering a superior client experience through proactive, personal, and effective communication and problem-solving.

  • Manage and coordinate all aspects of all buy-side and sell-side real estate transactions.

  • Drive time-sensitive, detail-oriented tasks from offer to close for each transaction.

  • Solve problems with creativity and a sense of urgency.

  • Work independently and manage multiple transactions simultaneously for various agents.

  • Review all transaction paperwork to ensure compliance.

  • Enter all transaction documents into Compass’ internal system (Business Tracker) in a timely manner.

  • Order signs, lockboxes,  and sign riders to be installed and removed from properties.

  • Coordinate between our internal team, real estate agents, buyers, sellers, attorneys, and lenders to ensure closings take place in a timely manner.

  • Assist in the scheduling of all appointments related to the transaction post-offer acceptance. Including but not limited to property visits, home inspections, smoke inspections, final walk-throughs and closings.

  • Send contracts for signatures, coordinate deposits, and prepare invoices and closing packets.

  • Enter data into multiple CRM’s, ensuring accuracy and continuity. 

  • Prepare presentation materials for all agents as well as client gifts and handwritten cards.

  • Acquire office supplies, ensuring that necessary supplies are available.

  • Prepare all closing and referral gifts in advance of closing.

  • Maintain and build the client/collaborator files within Compass CRM and Google Drive 

  • Ensure commission forms for each transaction in Sisu is accurate (Adding in splits, commission due to Compass, technology fees, etc.)

  • Utilize auto plans and checklists for transactions and general administrative tasks.

  • Assist administrative team with event planning and execution (as needed).

  • Attend and support team during client appreciation events (2-4 times per year, typically on weekends)

  • Support the team with general troubleshooting and projects with a can-do, solution oriented attitude.

  • Build rapport with clients, agents, vendors, co-brokes, and Compass staff.

  • Tracking number of client reviews & Internal feedback survey responses completed - doing your part to ensure superior/5-Star client experience - 80% completion target for reviews and survey completions. Reporting status to Director of Operations quarterly, highlighting success in Slack and biweekly Ops email.

  • Adherence to agreed upon DDG approach to all transactions, monitoring for areas of opportunity, and executing on them

  • Owning the accuracy of data in our databases - working with each team member to ensure their Compass CRM and Sisu Transactions adhere to our team standards and they feel confident using their CRM/Sisu everyday.

  • Owning all post-offer acceptance communication, delivering a superior client experience through proactive, personal, and effective communication and problem-solving

  • Assisting the operations team with projects, events, and general troubleshooting with a can-do, solution oriented attitude.

  • Time blocking / Adhering to your perfect weekday schedule


  • Real Estate experience is highly desirable.

  • Must be a team player.

  • Highly organized and flexible with the ability to prioritize multiple projects and meet deadlines, often with frequent interruptions and changing circumstances, in a high-volume, fast-paced work environment.

  • Ability to communicate written and verbal information to clients accurately and clearly.

  • Motivated to serve people and provide excellent customer service.

  • The ability to simplify a complex process and bring it back to one ultimate goal - a closed home sale and a happy client.

  • Computer skills include but are not limited to: Database management systems, Adobe, Microsoft Office/Excel, Google (mail, drive, calendar, Docs, Forms, etc.), MLS.

  • Previous experience in transaction management, transaction coordination, paralegal, real estate, titles, or mortgages highly valued.

Sound Like a Good Fit?

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