ABOUT US

TransActioner is a fast-growing real estate technology platform providing modern, streamlined contract and transaction management solutions for agents, brokerages, and associations. We are disrupting the outdated systems that Colorado real estate professionals have relied on for years, and expanding nationally with a focus on customer success, usability, and compliance.

QUALIFICATIONS

• 5+ years in real estate transaction management (as a managing broker, agent, transaction coordinator, or trainer) AND/OR 5+ years in customer success leadership in SaaS.
• Deep knowledge of Colorado real estate forms, processes, and compliance. Multi-state knowledge is a strong plus.
• Proven track record of building and scaling customer success/support organizations.
• Strong communication and presentation skills; confident in leading trainings, webinars, and customer-facing events.
• Experience with SaaS tools, customer support platforms (Zendesk, Intercom, etc.), and CRM systems.
• Ability to thrive in a startup/scale-up environment: adaptable, proactive, and execution-focused.

THE ROLE

We are seeking an experienced Head of Customer Success to lead our customer-facing strategy. This role will be responsible for shaping and executing the customer success vision for TransActioner, ensuring our users (agents, transaction coordinators, managing brokers, title companies, and associations) achieve maximum value from the platform.
This role requires deep real estate transaction experience in Colorado (and ideally other states), combined with customer success leadership in SaaS or technology. You will be the voice of our users, driving adoption, retention, and advocacy while building and scaling the support, onboarding, and training systems that set TransActioner apart.

KEY RESPONSIBILITIES

• Build and lead the Customer Success function (support, onboarding, training, retention, community).
• Develop the customer journey strategy: onboarding flows, in-app guides, training, and proactive outreach.
• Lead a team of customer support representatives (Level 1 and Level 2) and set clear performance metrics (CSAT, NPS, retention, response/resolution times).
• Act as the subject matter expert on Colorado real estate contracts, forms, and transaction workflows.
• Partner with Product and Engineering teams to relay customer feedback and help prioritize features.
• Build relationships with brokerages, associations, and MLS organizations to support adoption and training.
• Represent TransActioner at industry events, trainings, and webinars.
• Design scalable systems for customer education: FAQs, video libraries, documentation, and webinars.
• Ensure customers feel supported, valued, and excited to recommend TransActioner.