Transaction Manager - Client Experience

Licensed Realtor - Client Experience & Transaction Management

Are you a licensed Realtor who loves working with clients and navigating deals, but would rather focus on the part of real estate you enjoy most instead of constantly prospecting, generating leads, and building your own book of business?

We are a top-producing real estate team completing 70+ transactions annually, and we are looking for an experienced, client-focused Realtor to take ownership of the client experience from accepted offer through to closing.

In this role, you will become a trusted point of contact for our clients, guiding them through the transaction process and ensuring they feel informed, supported, and confident every step of the way. You’ll manage key milestones, coordinate with the various professionals involved, help navigate challenges, and provide the level of service our clients have come to expect.

This Is a Client-Facing Role - Not an Administrative Position

We’re looking for someone who genuinely enjoys working with people, solving problems, communicating clearly, and keeping deals moving forward. You should be comfortable taking ownership of a transaction, anticipating issues before they arise, and confidently guiding clients through inspections, negotiations, contracts, deadlines, and closing. You’ll have the support of an established team, proven systems, and administrative resources, but you will be the person our clients rely on to make sure their experience is exceptional.

What Sets This Opportunity Apart

• Monday - Friday schedule with no prospecting or cold calling requirements

• Consistent deal flow within a high-volume, high-performing team

• Focus on client service, transaction management, and negotiations rather than lead generation

• Established systems, processes, and administrative support

• A collaborative, professional, and team-oriented environment

• The opportunity to play a key role in the client experience within one of Kelowna’s top-producing real estate teams

If you’re an experienced Realtor who is organized, knowledgeable, confident with clients, and motivated by delivering an exceptional experience, this could be the opportunity you’ve been looking for.

Less time chasing leads. More time doing what you’re great at... helping clients successfully navigate real estate transactions.

Compensation:

$70,000 annual salary + bonus structure

Responsibilities:

• Lead all transactions from accepted offer through successful closing, taking full ownership of the client experience and transaction process
• Serve as the primary point of contact for buyers and sellers throughout their transaction
• Conduct client onboarding, milestone, and transaction update calls, ensuring clients are informed, supported, and confident at every stage
• Prepare, present, and coordinate offers, amendments, and supporting documentation
• Attend home inspections and confidently assist with inspection-related negotiations, problem-solving, and resolutions
• Review, analyze, and summarize strata documentation and help clients understand key considerations and potential concerns
• Coordinate with lenders, lawyers, inspectors, appraisers, and other third-party professionals to keep transactions progressing smoothly
• Monitor transaction timelines and ensure all contractual deadlines, conditions, and requirements are met
• Maintain accurate CRM records, client notes, and transaction documentation to ensure clear and consistent file management
• Support lead follow-up, showing coordination, and client communication when required
• Assist with CMA preparation, market research, and property analysis to support client decisions and transaction strategy
• Contribute to the ongoing improvement of team systems, processes, and workflows
• Participate in team events, special projects, and other responsibilities as needed to support the success of the team

Qualifications:

• Active Real Estate Licence in British Columbia
• Valid BC driver's licence and reliable vehicle
• Strong knowledge of real estate contracts, negotiations, and the full transaction lifecycle
• Confident and professional communicator with the ability to guide clients through complex decisions
• Highly organized with exceptional attention to detail and follow-through
• Proven ability to prioritize effectively and manage multiple active transactions simultaneously
• Excellent written and verbal communication skills
• Strong problem-solving and decision-making skills, with the ability to take ownership and accountability
• Proficiency with Paragon, Webforms, strata documentation, and the Kelowna real estate market
• Positive, collaborative, and team-oriented approach with a willingness to contribute wherever needed
• Proficient with Microsoft Office, Outlook, CRM systems, and other technology platforms

About Company

Our experienced and knowledgeable real estate professionals possess an in-depth understanding of the local market and are committed to providing exceptional guidance and support throughout every stage of a real estate journey.