Help real estate teams get up and running.
We build practical software and provide human support that helps brokerages run smoother. Join a small, experienced remote team focused on helping customers get real value from day one.
View open roleWhy work with us
Real customer impact
Help real estate professionals simplify the work behind every transaction.
Small team, real ownership
Bring ideas, improve the customer experience, and see your work matter.
Remote and human
Work collaboratively from anywhere in the U.S. with a team that values clarity, follow-through, and kindness.
Open roles
Customer Onboarding Specialist
Remote — United States Full-time
Help new Paperless Pipeline customers move from trial to confident, everyday use. You'll guide real estate professionals through setup, teach practical workflows, and make their early experience feel clear and supported.
Read the roleCustomer Onboarding Specialist
Paperless Pipeline helps real estate brokerages manage transactions with less busywork and more confidence. We are looking for an experienced real estate operations professional to help new customers get value quickly from Paperless Pipeline.
This is a customer-facing onboarding role. You will guide trial customers through their first setup, help them understand the product and establish a practical workflow, and make sure they know where to turn for help.
What you'll do
- Welcome new trial customers and set a helpful, confident tone from their first interaction.
- Lead virtual onboarding sessions and answer practical workflow questions.
- Help customers configure core account settings, including checklists, commission settings, user permissions, and other essential setup.
- Teach customers how to use Paperless Pipeline for their real-world transaction workflow.
- Communicate with customers through email and Intercom, responding promptly and following up thoughtfully.
- Track engagement and activation progress, identify customers who need extra help, and keep clear notes on next steps.
- Partner with Sales and Customer Success so qualified trial context and onboarding progress are easy to understand.
- Share recurring questions, friction points, and improvement ideas with the team.
What we're looking for
- Professional experience in real estate, ideally as a Transaction Coordinator, Brokerage Administrator, operations leader, or a similar role.
- Strong written and verbal communication, including the ability to explain workflows simply and patiently.
- Comfort hosting virtual meetings and helping people with varying levels of software experience.
- Highly organized follow-through and attention to detail.
- A customer-first mindset: you care about helping people feel capable, not just completing a task.
- Comfort working independently in a remote environment.
Especially helpful
- Experience onboarding, training, supporting, or retaining software customers.
- Familiarity with real estate transaction management systems.
- Prior experience using Paperless Pipeline.
What success looks like
- New trial customers receive timely, thoughtful guidance.
- Customers reach practical first-value milestones: essential account setup, the right people invited, and a live workflow underway.
- The team has a clear view of customer progress, friction, and next steps.
- Newly paid customers receive a clean handoff into Customer Success.
- We learn why trials activate, stall, or choose not to continue, and use that feedback to improve.
How to apply
To apply, email your résumé to success@paperlesspipeline.com
Use the subject line:
Customer Onboarding Specialist Application — [Your Name]
Please include short answers to these questions in the body of your email:
- 1.What real estate platforms or transaction management systems have you used?
- 2.Approximately how many transactions did you support in a typical month?
- 3.What are your salary expectations?
Email applications help us get a feel for how you communicate and follow instructions. We look forward to hearing from you.