May 06, 2019

Customer Success Specialist

$37,500 - $40,000 yearly
  • ReferralExchange
  • Rancho Cordova, CA, USA
Full time Customer Service Other Real Estate

Job Description

Are you passionate and driven? Do you understand what it takes to deliver excellent service and built valuable partnerships?

Your role

Our Sales and Operations Team is seeking a Customer Success Specialist to help build and strengthen our relationships with the real estate agents we serve. Once a real estate agent joins our network, the partnership begins. Your main focus will be on-boarding and activating these accounts through hosting webinars. It is your role to have engaging conversations to make sure agents understand what it takes to have a successful partnership with us.

We are looking for a well-rounded sales and service professional as you will be responsible for ensuring that our new relationships with our real estate agents start off on the right foot. These partnerships are integral to our business, and a well-established relationship with them will be the driver of our future growth. You will need to understand every part of the business cycle from the perspective of the real estate agents and be able to explain to them how we can both profit best from our working relationship. Since the real estate agents are located throughout the country, (and Canada!) your conversations will be on the phone and through webinars from our awesome Rancho Cordova campus.

What we expect from you

  • Passion is a must! Just completing the task is not enough, we strive for excellence
  • Top notch communication and interpersonal skills with the ability to effectively and confidently influence our agents.
  • An Associate's degree
  • The ability to prioritize and effectively manage your time
  • Experience hosting exciting webinars/presentations
  • Ability to think on your feet and produce results under limited supervision
  • 3+ years of work experience in a customer facing role.
  • Must obtain a California real estate license within 270 days of hire (company paid)

Even better

  • You have excelled in fast-moving startup environments
  • You have experience in the real estate space
  • You have experience on the phone in a sales environment

What we offer

  • A very competitive salary: $37,500 - 40,000 annually plus a yearly discretionary bonus
  • 401(k) plan with company matching contributions
  • Medical, Dental, Vision and insurance and benefits from day one
  • Warm, fun, welcoming and startup-like work environment
  • A well-built and engaging training program that will advance your career
  • Great events, like our Holiday parties and quarterly team building extravaganzas (including plenty of food and drinks, of course!)
  • Weekly catered lunches, snacks, celebrations, fun, friendly competitions and more
  • No drama and no requests for overtime

About ReferralExchange

ReferralExchange is a San Francisco based tech company that combines cutting-edge algorithmic approaches with a dedication to exceptional customer service. We connect home buyers and sellers with top real estate agents and are the largest real estate referral network in the United States. We transact over $3B in real estate a year through our platform. We are profitable, have an established track record of success spanning more than 14 years, and are growing fast. We are not beholden to any investors, so our decisions on the direction to take the company are our own.

We are a group of dynamic professionals and know that our company is growing extremely fast. We got there by taking our work seriously. We stay sane by not taking ourselves too seriously. We are a highly collaborative team. Our daily schedule sets aside time for the entire team to meet and discuss projects or issues we are currently working on and soliciting help from the group. Showing initiative and solving problems are expected in our company, and we compensate accordingly.

2016, 2017 and 2018 finalist “Best Places to Work” in Sacramento.



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