About the Role

We are looking for a proactive, bilingual, and customer-focused professional to join our growing U.S. real estate team. This hybrid role combines responsibilities across Real Estate Compliance & Transaction Coordination, Relocation Services, Agent Onboarding, Lead Management, Inside Sales, and Customer Support.

You will play a key role in delivering an exceptional experience for clients, real estate agents, and internal teams by managing transactions, supporting onboarding, nurturing leads, ensuring compliance, and providing world-class customer service throughout the customer journey. The role requires excellent communication skills, strong organizational abilities, and the capacity to manage multiple priorities in a fast-paced remote environment.

Key Responsibilities

Customer Success & Support

- Deliver outstanding customer service via phone, email, chat, and SMS.

- Resolve customer inquiries efficiently while maintaining high satisfaction levels.

- Build long-term relationships with clients, agents, and business partners.

- Escalate complex issues when necessary and ensure timely follow-up.

Lead Management & Inside Sales

- Respond promptly to inbound inquiries and conduct outbound follow-up campaigns.

- Qualify leads by identifying customer needs, motivation, timeline, and readiness.

- Schedule appointments and coordinate warm handoffs to licensed real estate agents.

- Maintain consistent communication to nurture leads through the sales pipeline.

- Accurately document all customer interactions within the CRM.

Agent Onboarding

- Guide newly recruited real estate agents through the complete onboarding process.

- Coordinate onboarding sessions and provide training on company systems and technology.

- Ensure all required documentation is completed accurately and on time.

- Partner with Recruiting, Operations, Compliance, and Leadership to deliver a seamless onboarding experience.





Transaction Coordination & Compliance

- Coordinate residential real estate transactions from contract through closing.

- Review documentation for completeness and compliance with brokerage requirements.

- Communicate with agents, lenders, title companies, attorneys, and vendors to ensure deadlines are met.

- Monitor transaction milestones and proactively resolve issues that could delay closings.

- Maintain accurate records while ensuring compliance with company policies and industry regulations.

Relocation Support

- Assist relocating clients throughout the buying or selling process.

- Coordinate communication between relocation partners, clients, and agents.

- Track relocation files, deadlines, and required documentation.

- Deliver a smooth and positive relocation experience from initial contact through completion.

CRM & Administrative Support

- Maintain accurate CRM records and pipeline updates.

- Generate reports and monitor operational metrics.

- Assist with process improvements, SOP updates, and workflow optimization.

- Support multiple projects while maintaining exceptional attention to detail.

Required Qualifications

- Fluent English and Spanish (written and verbal).

- 2+ years of experience in one or more of the following:
- Customer Support or Customer Success

- Real Estate Operations

- Transaction Coordination

- Lead Management or Inside Sales

- Agent Onboarding

- Relocation Services

- Experience supporting U.S.-based customers or businesses.

- Strong phone, email, and virtual communication skills.





- Excellent organizational and multitasking abilities.

- Strong problem-solving skills with exceptional attention to detail.

- Comfortable working independently in a remote environment.

- Ability to work U.S. business hours.

Preferred Qualifications

- Experience working with U.S. real estate brokerages or real estate service providers.

- Familiarity with CRMs such as Salesforce, HubSpot, Follow Up Boss, Lofty/Chime, GoHighLevel, or similar.

- Experience with MLS, Dotloop, DocuSign, transaction management platforms, or real estate compliance systems.

- Knowledge of real estate transactions, contracts, and customer lifecycle management.

- Experience working with AI-powered productivity tools and workflow automation.

Technical Requirements

- Reliable high-speed internet connection (100 Mbps or higher preferred).

- Backup internet or power solution.

- Quiet, professional home office.

- Computer capable of multitasking across multiple browser-based platforms.

- Proficiency with Google Workspace and Microsoft Office.

What We're Looking For

The idóneo candidate is someone who:
- Thrives in a fast-paced, customer-focused environment.

- Can balance sales support with operational excellence.

- Enjoys helping customers and agents succeed.

- Is highly organized and process-oriented.

- Communicates confidently with U.S.-based clients.

- Takes ownership and consistently follows through on commitments.

Why Join Us?

- Work remotely with a growing U.S. real estate organization.

- Opportunity to develop expertise across multiple real estate operations functions.

- Collaborative, supportive, and technology-driven environment.

- Long-term career growth with opportunities for advancement.

- Work alongside experienced professionals while making a direct impact on customer satisfaction and business growth.

📌 Bilingual Real Estate Operations & Customer Success Specialist (Remote) (Colombia)
🏢 StratifyIQ
📍 Colombia