Onboarding & Customer Success Specialist
Location: Remote
About Trackxi:
Trackxi is a fast-growing SaaS startup transforming how real estate professionals manage transactions and stay organized. Our platform streamlines workflows, enhances communication, and increases visibility across teams, enabling agents, teams, and brokerages to close deals faster and with less stress.
Role Overview:
We’re looking for a detail-oriented Onboarding & Customer Success Specialist with strong BPO and call center experience to ensure new customers have a smooth transition from sales to product adoption. You will be the first point of contact after a deal closes – guiding clients through onboarding, answering their questions, and making sure they get maximum value from our platform. Your role is critical in driving customer satisfaction, retention, and long-term success.
Responsibilities:
- Conduct onboarding sessions and guide customers through setup and best practices.
- Act as the first point of contact for new customers, addressing questions and providing support.
- Maintain accurate records in the CRM and track onboarding progress.
- Collaborate with sales and product teams to ensure a smooth handoff and customer experience.
- Answer all incoming calls, emails, text messages, meetings, and customer questions to help customers be successful in using Trackxi for their real estate business.
- Collect customer feedback and share insights with internal teams.
- Monitor retention and engagement metrics to ensure long-term success.
What We’re Looking For:
- Minimum 2+ years of BPO or call center experience working with US & Canadian customers (SaaS or real estate domain is a plus).
- Previous experience in software platform onboarding and customer service
- Proven ability to engage in professional, effective phone and email conversations.
- Empathy-driven approach with a customer-first mindset.
- Organized, detail-oriented, and comfortable managing multiple clients at once.
- Experience using CRM or customer engagement tools.
- Startup mentality: proactive, adaptable, and eager to take ownership.
- Willingness to work in the US PST time zone without supervision and focusing on results.
Qualifications:
- Excellent written and verbal communication skills.
- Proven ability to handle client conversations professionally (phone, email, virtual meetings).
- Process-driven with excellent follow-up skills.
- Ability to multitask, organize, and prioritize work in a fast-paced environment.
If you love connecting with people, are motivated by results, and want to grow in a fast-paced SaaS environment, we’d love to hear from you. Email your resume to careers@trackxi.com
