Real Geeks
Who we are
Real Geeks is on a mission to make the life of the Real Estate agent easier. Our solutions help agents and small brokerage teams attract new clients, build lifelong relationships and grow their business through our intuitive technology. We care deeply about the success of our customers and pride ourselves on being a dynamic, inclusive and collaborative team that gets stuff done.
What You’ll Do
As a CSM, you’ll own a portfolio of clients ranging from individual agents to large teams and VIP accounts. Your mission: ensure they get the most value from our platform and have an exceptional experience every step of the way.
Key Responsibilities Customer Success & Adoption
Guide clients through onboarding and ensure strong adoption of our CRM, website, and lead generation tools Coach agents on lead conversion, marketing best practices, and optimizing their sales workflows Develop personalized success plans tied to each agent’s business goals Run regular strategy sessions, check-ins, and performance reviews Identify at‑risk clients early and implement targeted strategies to boost engagement and retention Ensure every client leaves with a positive impression—even those choosing to cancel
Training & Support
Deliver hands‑on, 1:1 coaching on CRM automation, follow‑up systems, and website management Provide timely support across phone, email, and texting Troubleshoot customer challenges through deep discovery and root‑cause analysis De‑escalate tough conversations and reset expectations when needed Capture product insights and feedback that help us innovate and improve
Retention & Product Partnership
Address concerns and elevate issues to internal teams when needed Advocate for customer needs across Product, Marketing, and Support Collaborate with our Training & Engagement team to shape educational content Identify opportunities for expansion, including additional lead generation services
What You Offer
2+ years in customer success, account management, senior support, or training (SaaS, real estate, or marketing strongly preferred) Experience with CRMs, digital marketing, or lead generation tools Experience executing structured success plans Experience navigating escalations calmly and professionally Understanding of lifecycle stages (onboarding→adoption→renewal→expansion) Experience handling 100+ SMB accounts and prioritizing clients based on health score, revenue, and adoption metrics Experience owning KPIs and ability to translate metrics into actionable client strategies Ability to balance customer expectations and company policies Strong ownership mindset, proactive problem solver, and tech‑savvy Exceptional communication and coaching skills Ability to thrive in a fast paced, client focused environment Experience with online lead generation (Google, Bing, Facebook, Instagram, TikTok) preferred Highly detail‑oriented, ensuring no customer need, insight, or action item falls through the cracks Must be comfortable conducting training and client calls via phone and Zoom with camera on
What We Offer:
A positive, collaborative team culture where people really matter A generous compensation package, including base salary and monthly performance‑based bonus Highly competitive benefits, including health insurance, 401k, Employee Stock Purchase Plan options, and a Continuing Education benefit Opportunities to grow and advance your career in many different directions The flexibility of a remote workplace environment, with the option to work in‑person at our Dallas office
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Real Geeks is on a mission to make the life of the Real Estate agent easier. Our solutions help agents and small brokerage teams attract new clients, build lifelong relationships and grow their business through our intuitive technology. We care deeply about the success of our customers and pride ourselves on being a dynamic, inclusive and collaborative team that gets stuff done.
What You’ll Do
As a CSM, you’ll own a portfolio of clients ranging from individual agents to large teams and VIP accounts. Your mission: ensure they get the most value from our platform and have an exceptional experience every step of the way.
Key Responsibilities Customer Success & Adoption
Guide clients through onboarding and ensure strong adoption of our CRM, website, and lead generation tools Coach agents on lead conversion, marketing best practices, and optimizing their sales workflows Develop personalized success plans tied to each agent’s business goals Run regular strategy sessions, check-ins, and performance reviews Identify at‑risk clients early and implement targeted strategies to boost engagement and retention Ensure every client leaves with a positive impression—even those choosing to cancel
Training & Support
Deliver hands‑on, 1:1 coaching on CRM automation, follow‑up systems, and website management Provide timely support across phone, email, and texting Troubleshoot customer challenges through deep discovery and root‑cause analysis De‑escalate tough conversations and reset expectations when needed Capture product insights and feedback that help us innovate and improve
Retention & Product Partnership
Address concerns and elevate issues to internal teams when needed Advocate for customer needs across Product, Marketing, and Support Collaborate with our Training & Engagement team to shape educational content Identify opportunities for expansion, including additional lead generation services
What You Offer
2+ years in customer success, account management, senior support, or training (SaaS, real estate, or marketing strongly preferred) Experience with CRMs, digital marketing, or lead generation tools Experience executing structured success plans Experience navigating escalations calmly and professionally Understanding of lifecycle stages (onboarding→adoption→renewal→expansion) Experience handling 100+ SMB accounts and prioritizing clients based on health score, revenue, and adoption metrics Experience owning KPIs and ability to translate metrics into actionable client strategies Ability to balance customer expectations and company policies Strong ownership mindset, proactive problem solver, and tech‑savvy Exceptional communication and coaching skills Ability to thrive in a fast paced, client focused environment Experience with online lead generation (Google, Bing, Facebook, Instagram, TikTok) preferred Highly detail‑oriented, ensuring no customer need, insight, or action item falls through the cracks Must be comfortable conducting training and client calls via phone and Zoom with camera on
What We Offer:
A positive, collaborative team culture where people really matter A generous compensation package, including base salary and monthly performance‑based bonus Highly competitive benefits, including health insurance, 401k, Employee Stock Purchase Plan options, and a Continuing Education benefit Opportunities to grow and advance your career in many different directions The flexibility of a remote workplace environment, with the option to work in‑person at our Dallas office
#J-18808-Ljbffr