Agent Onboarding & Experience Manager

Bespoke Real Estate; Miami (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Bespoke Real Estate is seeking an experienced, highly organized professional to manage the full transition of new agents and teams into the company. You will serve as the single point of contact for incoming agents, their attorneys, business managers and teams, coordinating internally across Growth, Member Services, Marketing, Compliance, Legal, Finance, Business Development and Technology.

The objective is to keep every transition moving, remove the need for leadership to chase paperwork, and

Qualifications

• 3+ years of relevant experience in agent transitions or operations
• Strong contracts & business documentation understanding
• Experience working with attorneys, executives or sophisticated clients
• Excellent organization and project management
• Strong written and verbal communication
• High level of discretion and judgment
• Ability to manage multiple complex transitions simultaneously
• Familiarity with CRM, project management and document management systems
• Real estate licensing, brokerage operations or compliance experience is a plus

Responsibilities

• Own the transition process from LOI to executed agreements
• Coordinate LOIs, ICAs and related documents using approved templates
• Manage revisions, redlines, signatures and outstanding business terms
• Coordinate with internal and external counsel and the agent’s representatives
• Track economics, documentation, deadlines and unresolved items
• Escalate legal or executive issues when appropriate
• Create and manage a customized transition plan for each incoming agent or team
• License and brokerage transition, compliance requirements, entity/tax/document needs
• CRM and database migration, technology setup and launch preparation
• Launch and handoff to Member Services and ongoing support teams
• Cross-functional coordination across Growth, Marketing, Compliance, Legal, Finance etc.
• Serve as the agent’s single point of contact throughout the transition
• Ensure agents are fully prepared to operate at launch

Skills

Contracts knowledge

Communication skills

Project management

Discretion/Judgment

CRM systems

Tools

CRM systems

Document management systems

Project management tools

Job description

Bespoke is seeking an experienced, highly organized professional to manage the full transition of new agents and teams into the company. Once an agent reaches the offer and commitment stage, this person takes ownership of the process from LOI through executed agreements, preboarding, onboarding, launch and initial integration.

You will serve as the primary point of contact for incoming agents, their attorneys, business managers, assistants and teams, while coordinating internally across Growth, Member Services, Marketing, Compliance, Legal, Finance, Business Development and Technology.

The objective is simple: keep every transition moving, remove the need for leadership to chase paperwork and follow up, and create a discreet, white glove experience for incoming agents.

Key ResponsibilitiesAgent Transition & Documentation

• Take ownership of the process once principal business terms are established.
• Prepare and coordinate LOIs, ICAs and related documents using approved templates.
• Manage revisions, redlines, signatures and outstanding business terms.
• Coordinate with internal and external counsel and the agent’s representatives.
• Track economics, documentation, deadlines and unresolved items.
• Escalate legal or executive issues when appropriate.

This is not a legal counsel role, but the candidate must be comfortable reading sophisticated agreements and understanding business terms.

Preboarding & Onboarding

Create and manage a customized transition plan for each incoming agent or team, including:

• Licensing and brokerage transition
• Compliance requirements
• Entity, tax and payment documentation
• Existing listings and transactions
• Team documentation
• CRM and database migration
• Technology and system setup
• Marketing, branding and agent profile development
• Website, social and launch preparation
• Office and administrative needs
• Internal introductions and training

Cross-Functional Coordination

Own the transition plan internally and ensure each department completes its responsibilities on time.

Coordinate across:

• Growth and Executive Leadership
• Member Services / Agent Operations
• Marketing and Creative
• Business Development
• Compliance / Brokerage Leadership
• Legal
• Finance
• Transaction Management
• Local market teams

The role does not perform every function. It ensures every function gets completed.

Agent Experience

Serve as the agent’s single point of contact throughout the transition.

The incoming agent should always know:

• What has been completed
• What remains outstanding
• Who owns each item
• What happens next

The role requires discretion, responsiveness and the ability to manage many stages.

Launch & Handoff

Ensure the agent is fully ready to operate before launch and remain involved through the initial integration period. Once the transition is complete, execute a clean handoff to Member Services and the appropriate ongoing support teams.

Ideal Background

Strong candidates may come from:

• Agent experience or brokerage transition management
• Legal operations or senior paralegal roles
• Executive or client operations
• Private wealth, family office or private client services
• Other high-touch professional service environments

Luxury real estate experience is strongly preferred.

Qualifications

• 3+ years of relevant experience
• Strong understanding of contracts and business documentation
• Experience working with attorneys, executives or sophisticated clients
• Exceptional organization and project management skills
• Strong written and verbal communication
• High level of discretion and judgment
• Ability to manage multiple complex transitions simultaneously
• Comfortable holding internal and external parties accountable to deadlines
• Experience with CRM, project management and document management systems
• Real estate licensing, brokerage operations or compliance experience is a plus

What Success Looks Like

• Agents move from commitment to execution without unnecessary delays.
• Incoming agents experience a highly organized and white-glove transition.
• Internal teams have clear ownership and deadlines.
• Agents are fully prepared to operate when they officially launch.