Client Solutions Specialist

As a Client Solutions Specialist, you will lead CRM-focused professional services engagements across our platform—including client onboarding, CRM and website training, system configuration, data setup, and other billable services. Through needs assessments and detailed project planning, you will build strong partnerships with real estate brokerages and agents by serving as a product expert who drives successful onboarding, ensures adoption, and delivers an exceptional client experience. ESSENTIAL RESPONSIBILITIES & DUTIES:

Develop and execute coordinated project plans to manage successful CRM and website onboarding, data transitions, and other professional service engagements.

Deliver CRM and website product training, pre-sales and post-sales support, and escalated application assistance in accordance with internal guidelines.

Conduct comprehensive needs assessments to understand client workflows, marketing goals, lead management processes, and website requirements to ensure accurate solution alignment.

Provide regular internal and external status updates highlighting accomplishments, milestones, risks, and client readiness.

Configure CRM and website settings based on client needs, including lead routing, automation rules, website setup, branding, and integration requirements.

Use expertise in CRM best practices and real estate operations to advise brokerages and agents on optimizing lead generation, follow-up, and consumer engagement.

Partner closely with the Business Solutions Consultant team to ensure a smooth handoff from onboarding to long-term adoption and utilization.

Offer guidance around data extracts, imports, and API connections to help clients leverage integrations across their tech stack.

Track project milestones and deliverables to ensure service engagements remain on schedule and within scope.

Maintain a strong understanding of ongoing product development, roadmap priorities, and platform direction.

Participate in internal UAT activities to validate CRM and website enhancements or upcoming releases.

Maintain up-to-date knowledge of the real estate industry, market trends, and brokerage technology needs.

REQUIREMENTS:

Exceptional project planning skills and ability to manage multiple client engagements simultaneously.

Proven experience delivering  remote product training.

Demonstrated ability to meet and exceed service standards and KPIs.

Strong problem-solving skills with the ability to manage issues independently and drive resolution.

Excellent written and verbal communication skills, including strong presentation delivery.

Outstanding relationship-building skills with clients at all levels of a real estate organization.

Experience collaborating with Product and QA teams to troubleshoot, test, and enhance CRM or website products.

Prior experience with CRM systems, website builders, or real estate technology platforms strongly preferred.

QUALIFICATIONS:

EDUCATION: A degree in Advertising, Marketing, Business, Communications, or a related field.

EXPERIENCE: 2–3 years of experience in client services, training, CRM support, or real estate technology.