• Perform non-licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner. • Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems. • Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties. • Serve as all deal stakeholder’s point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. • Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts. • Regularly update and manage communication with all parties involved in the transaction. • Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.

• Independent management of a customer portfolio and support throughout customer projects • Onboarding of new customers and building trusting customer relationships • Competent handling of customer enquiries by phone, email and video call regarding our product • Close collaboration with colleagues in the Marketing/Sales team • Identification of optimisation potential through regular analysis of customer requirements and usage • Regular communication with customers to strengthen customer loyalty over the long term • Ensuring a high level of customer satisfaction through proactive communication and solution-oriented support

• Serve as the main point of contact for assigned customers, building and maintaining strong, long-lasting client relationships. • Assess and understand existing customer configurations, workflows, and data structures—identifying the best system configuration approaches to meet evolving customer needs. • Develop a deep understanding of each customer’s goals, business challenges, and success metrics. • Rapidly understand how a customer’s current system is configured. • Conduct regular check-ins and strategic calls to foster engagement and trust. • Drive platform adoption and ensure customers are utilizing key features to achieve ROI • Monitor customer health metrics and proactively address risks. • Identify early signs of dissatisfaction and work cross-functionally to resolve issues. • Identify and nurture opportunities for expansion, including upsells. • Lead regular success reviews with key stakeholders to evaluate performance, outcomes, and future goals. • Analyze customer data to surface insights, trends, and opportunities for optimization. • Partner with customers to define measurable success metrics and report on progress. • Advocate for customer needs internally and contribute to product feedback loops • Represent the company at customer sites, conferences, and strategic meetings (travel up to 25%)

• Project manage the thorough and complete onboarding of new Cofactr customers, ensuring they are configured, enabled and meet defined activation exit criteria within a 60 - 90 day engagement window. • Drive initial purchasing activity and GMV for Cofactr by identifying and eliminating friction in the buying process. Continuously reinforce the value of getting fully live on the platform quickly. • Own the structured handoff process from Sales through onboarding, and execute a clean, well documented transition to the Customer Success Account Management team upon activation completion. • Act as a strategic partner and extension of your customers' teams during onboarding, conducting deep discovery to understand their workflows, pain points, and priorities, guiding them to solutions within the Cofactr platform. • Collaborate with leadership to build scalable, repeatable onboarding playbooks, activation checklists, and escalation paths that can grow with the business. • Partner closely with Sales, Product, Engineering, and Customer Success to resolve blockers, surface customer feedback, and continuously improve the onboarding experience. • Track and analyze activation metrics, including time to first purchase, configuration completion rates, and GMV generated during onboarding to continuously improve outcomes. • Contribute to onboarding resources, help documentation, and training materials that empower customers to self-serve and accelerate their own activation.