Onboarding Manager (Client Services)

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    "jobOpeningName": "Onboarding Manager (Client Services)",
    "departmentLabel": "REAL GEEKS CLIENT SERVICES",
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    "datePosted": "2026-06-19",
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      "city": "Dallas",
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    "description": "<p><span style=\"color: rgb(34, 34, 34); font-size: 12pt; font-weight: bold\">Who we are:</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 12pt\">Real Geeks helps thousands of ambitious agents and small teams accelerate their business growth with innovative technology that helps them capture leads, nurture opportunities, and turn them into clients for life. We’re a passionate team working remotely across the US and Canada, connected by a shared mission and drive to make our customers successful. Real Geeks is headquartered in Dallas, TX and owned by <a href=\"https://fnf.com/Companies/Real-Estate-Technology\" target=\"_blank\" rel=\"noopener noreferrer\">Fidelity National Financial</a> (NYSE: FNF), along with CINC, SkySlope and other leading real estate technology companies.</span></p>\n<p><br></p>\n<p><span style=\"color: rgb(34, 34, 34); font-size: 12pt; font-weight: bold\">What you’ll do: </span></p>\n<p><span style=\"color: rgb(34, 34, 34); font-size: 12pt; font-weight: bold\">As the Onboarding Manager at Real Geeks</span><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">, you will lead, coach, and develop a team of Onboarding Advisors responsible for helping customers successfully launch and adopt the Real Geeks platform. You'll report to the Director of Onboarding, Training &amp; Engagement and serve as the operational anchor of the department, driving KPIs, keeping advisors unblocked, handling client escalations when needed, and ensuring every new customer gets the momentum and support they need to succeed.</span></p>\n<p><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">This role is built for someone who cares about people, process, and performance. The right person will be detail-oriented, competitive in the best way, comfortable interpreting data, and motivated by helping a team win measurable outcomes.</span></p>\n<p><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">This is not a passive management role. The Onboarding Manager will be expected to understand the onboarding process deeply, identify process gaps, coach team members, listen to calls, recognize training needs, and help drive stronger results across implementation, early retention, and customer engagement.</span></p>\n<p><br></p>\n<p><span style=\"color: rgb(34, 34, 34); font-size: 12pt; font-weight: bold\">Specific responsibilities include, but are not limited to:</span></p>\n<ul>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">Lead and develop a team of 6–10 Onboarding Advisors, ensuring high performance, accountability, and consistent customer experience.</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">Oversee day-to-day onboarding operations, ensuring advisors follow the correct process for all clients, and that all clients have an exceptional experience.</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">Monitor advisor pipelines daily to ensure customers stay on track and milestones hit on schedule.</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">Jump into client-facing escalations when needed with calm, clarity, and efficiency</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">Identify operational bottlenecks and optimize processes to increase advisor capacity and speed-to-value.</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">Forecast implementation and churn trends using historical data and advisor performance insights.</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">Partner closely with Training, Support, MLS, and Engagement teams to ensure a seamless cross-departmental customer experience.</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">Maintain accurate data across HubSpot, Arrows, Metabase, and internal tracking tools</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">Drive continuous improvement, remove roadblocks, and introduce better workflows, templates, and playbooks as the onboarding program evolves.</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">Own or contribute to the improvement of key onboarding metrics, including:</span>\n<ul>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">Implementation speed</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">NPS/CSAT</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">Early churn</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">eNPS</span></li>\n</ul>\n</li>\n</ul>\n<ul>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">Demonstrate a commitment to our core values</span><br></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: rgb(34, 34, 34); font-size: 12pt; font-weight: bold\">What You Offer:</span></p>\n<ul>\n<li><span style=\"font-size: 10pt\">3+ years of people management experience leading onboarding, customer success, or customer facing  teams.</span></li>\n<li><span style=\"font-size: 10pt\">Direct experience in real estate or real estate technology preferred. You understand how agents and teams work, what they need, and what frustrates them.</span></li>\n<li><span style=\"font-size: 10pt\">Strong operational instincts and the ability to keep a fast-moving team organized and focused.</span></li>\n<li><span style=\"font-size: 10pt\">Experience reading data, identifying trends, forecasting risk, and making decisions rooted in numbers.</span></li>\n<li><span style=\"font-size: 10pt\">Ability to de-escalate frustrated clients with professionalism and confidence. </span></li>\n<li><span style=\"font-size: 10pt\">Comfort working in a high-speed SaaS environment with constantly evolving processes.</span></li>\n<li><span style=\"font-size: 10pt\">HubSpot experience is a nice-to-have, not a requirement.</span></li>\n<li><span style=\"font-size: 10pt\">Excellent written and verbal communication skills.</span></li>\n<li><span style=\"font-size: 10pt\">A servant-leadership approach: you lead by lifting others up, blending accountability with encouragement to help people do their best work.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: rgb(34, 34, 34); font-size: 12pt; font-weight: bold\">What Success Looks Like In This Role: </span></p>\n<p><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">Success in this role looks like stability paired with momentum: a team that feels confident and supported, and an onboarding program that keeps getting better.</span></p>\n<ul>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt; font-weight: bold\">Proactive, not reactive.</span><span style=\"color: rgb(34, 34, 34); font-size: 12pt\"> You spot problems before they're escalated to you — and bring solutions, not just reports.</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt; font-weight: bold\">Continuous improvement, without losing the human side.</span><span style=\"color: rgb(34, 34, 34); font-size: 12pt\"> Processes keep evolving, but the team never feels left behind by change.</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt; font-weight: bold\">Analytical, not lost in the data.</span><span style=\"color: rgb(34, 34, 34); font-size: 12pt\"> You know what to track and how to separate signal from noise.</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt; font-weight: bold\">Blends technical and people skills.</span><span style=\"color: rgb(34, 34, 34); font-size: 12pt\"> Equally comfortable in a dashboard and in a coaching conversation.</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt; font-weight: bold\">Plans before acting.</span><span style=\"color: rgb(34, 34, 34); font-size: 12pt\"> Decisions are thoughtful, not rushed.</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt; font-weight: bold\">Leads through servant leadership.</span><span style=\"color: rgb(34, 34, 34); font-size: 12pt\"> Removes roadblocks, balances accountability with encouragement.</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt; font-weight: bold\">Enforces the Real Geeks Success Guide.</span><span style=\"color: rgb(34, 34, 34); font-size: 12pt\"> Ensures consistent, standardized adherence to onboarding best practices across the team.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: rgb(34, 34, 34); font-size: 12pt; font-weight: bold\">What We Offer:</span></p>\n<ul>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">The nimbleness and daring of a successful startup with the security of a large, stable parent company</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">A positive, collaborative team culture where people really matter</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">Highly competitive benefits, including health insurance, 401k, Employee Stock Purchase Plan options, and a Continuing Education benefit</span></li>\n<li><span style=\"color: rgb(34, 34, 34); font-size: 12pt\">The flexibility of our remote work environment, with the option of working at our Dallas office</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: rgb(34, 34, 34); font-size: 12pt; font-style: italic\">This role may require quarterly travel to our Dallas or Atlanta offices for in person meetings.</span></p>",
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