Client Success Manager, Real Estate

Cailleo Properties; Green Bay (WI); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Growth opportunities

Team travel opportunities

Volunteer opportunities

Job summary

Cailleo Properties seeks a Client Success Manager to own the client experience from contract to closing and beyond. You will build relationships, solve problems and help buyers/sellers navigate one of the biggest financial transactions of their lives.

You will coordinate with title partners and internal teams, track deadlines, and ask the right questions to keep transactions moving forward. Your organized approach and calm communication will matter.

Qualifications

• Experience in real estate, title, transaction coordination or client service is helpful but not required.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and stay calm under pressure.

Responsibilities

• Become the main point of contact for clients after they go under contract.
• Build trust with buyers and sellers through proactive, thoughtful communication.
• Coordinate with title company, clients and internal team to move transactions toward closing.
• Track important dates, documents and outstanding items.
• Identify potential problems early and take ownership of finding solutions.
• Follow up after closing and turn exceptional experiences into reviews and referrals.
• Maintain accurate notes, updates and next steps in our systems.
• Organize your day through time blocking and prioritization.

Skills

Clear communication

Highly organized

Problem solving

Real estate/transaction coordination (

Job description

Be the person who turns a stressful real estate transaction into a 5 star experience.

Are you the person people trust to keep things organized, solve problems and make sure nothing falls through the cracks?

Do you communicate clearly, stay calm when things get complicated and genuinely enjoy helping people?

If so, this may be the role you have been looking for.

We are a growing real estate company looking for a Client Success Manager to take ownership of our client experience from the moment a property goes under contract through closing and beyond.

You will not spend your day reading scripts or answering routine customer service calls. You will build relationships, solve real problems and help people successfully navigate one of the biggest financial transactions of their lives.

Why You’ll Love This Role

You will have the freedom and responsibility to own the client experience.

You will become a trusted resource for buyers and sellers who need someone organized, caring and dependable in their corner.

Every day will be different. Some days you will celebrate a smooth closing with a happy seller. Other days you may help track down an heir, gather information needed to release a lien or find a creative solution that keeps a complicated transaction moving forward.

Most importantly, your work will matter. You will directly influence whether clients feel cared for, whether transactions close successfully and whether people are excited to recommend our company to others.

You will also join a growing company where great people are given opportunities to take on more responsibility, develop new skills and grow their careers.

What You’ll Own

• Become the main point of contact for clients after they go under contract
• Build trust with buyers and sellers through proactive, thoughtful communication
• Make sure clients always understand what is happening and what comes next
• Coordinate with our title company, clients and internal team to keep transactions moving toward closing
• Track important dates, documents and outstanding items
• Identify potential problems early and take ownership of finding solutions
• Help navigate occasional complex situations involving liens, heirs, missing information or other closing obstacles
• Follow up after closing and turn exceptional client experiences into reviews and referrals
• Maintain accurate notes, updates and next steps in our systems
• Organize your day through time blocking and thoughtful prioritization

Our title company carries most of the responsibility for resolving title issues. Your role is to stay connected to the process, help remove obstacles when needed and make sure our clients receive an exceptional experience throughout.

You May Be Our Person If

• You are an exceptional communicator who makes people feel heard and cared for
• You are highly organized and rarely let details slip through the cracks
• You take ownership instead of waiting for someone else to solve the problem
• You can manage multiple priorities while remaining calm and focused
• You are naturally curious and willing to dig until you find an answer
• You know the difference between something that is important and something that is truly urgent
• You are comfortable navigating difficult or sensitive conversations
• You enjoy building relationships and helping people
• You welcome feedback and are always looking for ways to improve
• You bring positive energy and follow through on what you say you will do

Experience in real estate, title, transaction coordination or client service is helpful, but it is not required. We are willing to train the right person who brings strong communication, organization and problem solving skills.

What We Offer

• Competitive compensation. You will earn bonuses for every 5 star review you help us get.
• Health insurance
• Paid time off
• Opportunities to grow within a growing company
• A team that values ownership, improvement and great ideas
• Opportunities to travel with the team
• Opportunities to participate in meaningful volunteer work locally and abroad
• Work that allows you to make a real difference in people’s lives

What Success Looks Like

Clients feel informed, supported and confident throughout the process.

Potential problems are caught before they become emergencies.

Our team and title partners know they can depend on you.

Transactions move forward and get closed.

Clients finish the experience excited to leave a 5 star review and recommend us to others.

If you are energized by helping people, solving problems and bringing order to situations that could otherwise feel overwhelming, we want to hear from you.