Client Services Martech (Marketing Techonology)

About the Role

Equity Union is looking for a creative, organized and dynamic professional to be the go-to person for every Equity Union agent in the Los Angeles region, from the day they join through their entire career with us. You will get agents onboarded quickly, set up their database and CRM, connect them to every technology, marketing and support resource we offer, and produce on-brand marketing materials that help them grow.

You will work closely with agents, the marketing department and internal teams, managing many projects at once while meeting deadlines and maintaining brand standards. You will also support office operations and company events, so every point where Equity Union touches an agent feels easy, personal and consistent.

The ideal candidate is professional, warm and results-driven, with a hospitality mindset, strong communication skills, close attention to detail and the ability to stay solution-focused under pressure. We want someone adaptable, proactive and excited to contribute to a collaborative, fast-paced office.

Success in this role means higher adoption of company tools, faster agent ramp-up and an agent experience that is excellent at every touchpoint.

Responsibilities

Agent Onboarding & Lifetime Support

• Serve as the primary point of contact for new agents joining the Los Angeles region, guiding them step by step through onboarding and bringing them into company culture.
• Meet one-on-one with agents to understand their needs and train them on company technology.
• Import each new agent's contacts and past clients into the company CRM, cleaning and organizing their database so it is ready on day one.
• Set up agent accounts, profiles and access across all company technology and back-office tools.
• Introduce agents to everything Equity Union offers, including Wonderland Escrow, Premier Plus Lending, our title company, DoUCopy and company marketing resources.
• Hold regular check-ins after onboarding and support agents throughout their time with the company, not just their first 90 days.

CRM, Database & Technology Adoption

• Act as the regional expert on the company CRM and train agents to use it to grow their business.
• Make back-office and support tools easy to use by simplifying processes, building how-to guides and answering questions in person.
• Help agents set up and optimize their Google Business Profiles and build a steady flow of online reviews.
• Help agents set up automated client touches, drip campaigns and follow-up plans inside the CRM.
• Train agents one-on-one and in small groups on all company technology, back-office systems and support tools.
• Track technology adoption across the region and act to raise the adoption rate of every company tool.
• Support agents in launching client-touch programs such as newsletters, market updates, social posts and anniversary or birthday touches.
• Gather agent feedback on technology and share it with leadership to improve tools and training.

Client Services & Office Operations

• Deliver a high level of service to every agent, every time, with a hospitality mindset.
• Respond to agent questions and requests promptly and professionally, resolving issues or routing them to the right team.
• Make back-office and support tools easy to use by simplifying processes, building how-to guides and answering questions in person.
• Follow up proactively so agents never feel left behind or unsupported.
• Visit offices across the region to provide hands-on, in-person help.
• Maintain a professional, organized workspace and perform general administrative tasks as needed.

Leadership & Company Events Support

• Support company leadership with projects, initiatives and agent communication in the Los Angeles region.
• Help plan, coordinate and run company events, including trainings, classes, agent celebrations, recruiting events and community activities.
• Set up conference rooms and prepare for meetings, classes and events.
• Manage event logistics such as registration, setup, technology, QR check-ins, signage and follow-up.
• Represent Equity Union professionally and help create a memorable experience for agents and guests.

Qualifications & Requirements

Required

• Bachelor's degree.
• 4+ years of experience in customer service, client services or hospitality.
• Highly tech-savvy and quick to learn new platforms; proficient on both PC and Mac.
• In-depth knowledge of CRM systems and how they drive business results.
• Strong grammar, spelling and composition.
• Reliable vehicle, valid driver's license and auto insurance; able to drive to multiple office locations.
• Able to work fully in person; this is not a remote position.

Skills & Traits

• High level of discipline, reliability and personal accountability.
• Exceptional customer service with a warm, hospitality-first approach.
• Highly efficient and detail-oriented while still delivering a premium experience.
• Clear communicator and patient trainer, comfortable in one-on-one and group settings.
• Strong organizational and prioritization skills; able to juggle many agents, projects and requests at once.
• Comfortable working independently and collaborating with internal teams.
• Experience working with vendors and clients to build positive relationships.
• Familiarity with task management platforms to organize workflows.
• Familiarity with AI-powered design tools.

Preferred

• Experience with email marketing platforms, especially Constant Contact and Brevo.
• Experience with database management, Google Business Profile and QR code tools.
• Real estate industry experience or knowledge.

Physical Demands

This position requires setting up offices and conference rooms for events and classes, maintaining office bulletins, sorting packages, driving between office locations and other duties as needed to support office operations.

Benefits

• Health, dental and vision insurance
• Life insurance
• 401(k) with company matching
• Paid time off

How Success Is Measured

• Speed and quality of new agent onboarding.
• CRM and technology adoption rates across the region.
• Agent satisfaction and feedback.
• Responsiveness to agent requests.
• Quality, consistency and on-time delivery of marketing materials.
• Smooth execution of company events.

Pay: $28.00 - $32.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person