White-Glove Agent Onboarding & Experience Lead

Bespoke Real Estate; Miami (FL); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

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

Formación

• 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

Responsabilidades

• 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

Conocimientos

Contracts knowledge

Communication skills

Project management

Discretion/Judgment

CRM systems

Herramientas

CRM systems

Document management systems

Project management tools

Descripción del empleo

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