Client Transaction Manager for Innovative Real Estate Firm (RP1)

Looking for a new start?

Do you dream of working for a forward thinking, supportive and innovative team?

Ready to be able to work in a fast paced environment, where you have the ability to expand your creative abilities?

Do you possess excellent time management and organizational skills?

Are you looking for an opportunity that rewards talent and provides opportunities to grow with long term gains?


If you answered yes, we want to talk to you!


This Full Time position is located in Santa Rosa. You will be working with a very upbeat, positive and hard working team within a quickly expanding Real Estate Company. This is not a remote position.

The Client Transaction & Experience Manager is in charge of the client experience for both buyers and sellers and providing exceptional operational and transaction support to the team. 

The position reports directly to the Team Lead to ensure exceptional client service throughout the real estate transaction process. This is a salaried position and requires CA Real Estate License. 

The Client Transaction Manager will complete Accredited Staging Professional course

Salary (RP1): Competitive Salary Plus Annual Performance Bonus

Kaiser Employee Health Insurance: 100% of Employee Bronze. Options for Silver, Gold and Family coverage

Retirement Plan with Employer Matching: 100% employer matching up to 3% of total salary


Year 1 – 1 week, Year 2 – 2 weeks, Year 3+ – 3 weeks

Paid Holidays: 11 paid holidays per year

Paid Sick Leave: 1 hour for every 30 hours worked


We are looking for people that have:

  • Dedicated Work Ethic
  • Holds values and integrity high
  • Great Time Management / Punctual
  • Positive Attitude
  • Outgoing
  • Motivated
  • Works well independently and with a team
  • Coachable
  • Great communication skills

Looking for long term opportunity with room to grow into other positions

Top Duties

  1. Manage All Transactions
  2. Manage Team Leader Schedule
  3. Manage database
  4. Manage, implement and improve all Listing, Buyer, and transaction checklists
  5. Birthday & Happy Hour Program


Monthly Key Performance Indicators (KPI)

  • All checklists complete on deadline
  • Confirm 100% of Team Lead’s meetings
  • Return all calls & emails during business hours same day, after hour calls next day
  • Events executed
  • One +1% idea
  • Current client referrals


  • Create raving fans
  • Deepen relationships
  • Handles all incoming calls
  • Maintains database
  • Manages Team Lead schedule
  • Manage Team Lead email
  • Manages Team Lead phone lists
  • Plans & executes happy hour (12)
  • Plans & executes client parties (2)
  • Birthday program
  • Anniversary program
  • Preparing equity evaluations
  • Maintaining Listing & Buyer Kits



  • California real estate license required (May consider a 90 day window to obtain license for the right person)
  • Expert with California real estate contracts (CARs forms) a HUGE plus
  • Administrative experience
  • Strong organizational skills that reflect the ability to perform and

prioritize multiple tasks seamlessly with excellent attention to detail

  • Excellent written and verbal communication skills
  • Must have high level of interpersonal skills to handle sensitive and

confidential situations. Position continually requires demonstrated poise,

tact and diplomacy

  • Strong computer skills, including Mac proficiency
  • Commitment to be flexible with work hours and work overtime as



  • Prepare all documentations relating to real estate transactions, such as

offers, counteroffers, addenda, and listing agreements

  • Prepare market analysis to help determine property value
  • Quality control and ensure all documentations relating to real estate

transactions are accurate and complete

  • Manage executive’s calendar, meeting coordination and

communication, administrative projects, and tasks requiring logistical


  • Serve as liaison and central point of information on behalf of executive

with internal and external communication, provide information, provide

problem solutions and status updates, and assist with the coordination of


  • Plan and coordinate client meetings including internal and external


  • Verify and disclose property facts to clients and third parties
  • Other duties as assigned from Executive


If you are interested in learning more or applying for this position, please send your resume to Jen Crowe  


Thank you!

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