Bilingual Real Estate Operations & Customer Success Specialist (Remote)

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 Ideal 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.