Job Openings Agent Outreach Specialist

About the job Agent Outreach Specialist

Position Title: Agent Outreach Specialist

Classification: Associate

Salary: 60,000 - 80,000 a month

Reports To: Account Manager, Client

Primary Relationships: Client

Date: May 2022

Schedule: USA Business Hours


This role is responsible for initiating and developing customer relationships with successful Real Estate Agents. On most days, you will work closely with our real-estate agent clients to ensure they are satisfied with our services and are leveraging our marketplace to the fullest potential.

  • Have a consultative solution approach to ensuring our agent success


    Build trust with our clients with a focus on improving our value over time
  • Help agents implement best practices with the product suite

  • Ensure voice-of-the-customer is heard through cross-team communications
  • Become knowledgeable about the product suite, and learn to effectively demonstrate its value to current and potential new agent users via multichannel communications, including phone, email, and text message
  • Become proficient in documenting all interactions with current and potential users and clients
  • Execute ongoing and frequent check-ins with clients and prospects to ensure things are moving in a direction of mutual success
  • Be open to sharing observations and learnings with the team lead in order to continuously improve our processes
  • Remain committed to learning and flexibility as new workflow procedures are implemented
  • Participate in activities which foster and encourage the growth of company culture, including weekly 1:1’s with a variety of co-workers
  • Take a deep and genuine interest in product feedback and ideas, relaying these ideas to our product team on behalf of our most important customers


  • 2+ years in a Customer Success, Relationship Management, Account Management, Sales or similar role
  • Proven track record of working in a customer facing role (you genuinely like customers!)
  • Experience in real-estate is preferable, but not required (as long as you’ve got an “interest in”, that works for us)
  • Basic familiarity with Google-Suite and internet browser functionality is required.
  • Any experience with Salesforce, Zendesk or Salesloft softwares is extra impressive.
  • Must have a high level of accuracy and attention to detail

  • Exceptional communication and interpersonal skills

  • Collaborative and easy to work with (we like to have fun!)

  • Flexible approach, able to operate effectively with uncertainty and change
  • Driven, self-motivated, enthusiastic and with a “can do” approach to work life
  • Empathetic, positive attitude with a true desire to help our customers reach their goals
  • College graduate preferred / Associate degree is ok