Agent Onboarding & Experience Manager

The RoleBespoke is seeking an experienced, highly organized professional to manage the full transition of new agents and teams into the company. Once an agent reaches the offer and commitment stage, this person takes ownership of the process from LOI through executed agreements, preboarding, onboarding, launch and initial integration.You will serve as the primary point of contact for incoming agents, their attorneys, business managers, assistants and teams, while coordinating internally across Growth, Member Services, Marketing, Compliance, Legal, Finance, Business Development and Technology.The objective is simple: keep every transition moving, remove the need for leadership to chase paperwork and follow up, and create a discreet, white glove experience for incoming agents.Key ResponsibilitiesAgent Transition & DocumentationTake ownership of the process once principal business terms are established.Prepare and coordinate LOIs, ICAs and related documents using approved templates.Manage revisions, redlines, signatures and outstanding business terms.Coordinate with internal and external counsel and the agent’s representatives.Track economics, documentation, deadlines and unresolved items.Escalate legal or executive issues when appropriate.This is not a legal counsel role, but the candidate must be comfortable reading sophisticated agreements and understanding business terms.Preboarding & OnboardingCreate and manage a customized transition plan for each incoming agent or team, including:Licensing and brokerage transitionCompliance requirementsEntity, tax and payment documentationExisting listings and transactionsTeam documentationCRM and database migrationTechnology and system setupMarketing, branding and agent profile developmentWebsite, social and launch preparationBusiness development planningOffice and administrative needsInternal introductions and trainingCross-Functional CoordinationOwn the transition plan internally and ensure each department completes its responsibilities on time.Coordinate across:Growth and Executive LeadershipMember Services / Agent OperationsMarketing and CreativeBusiness DevelopmentCompliance / Brokerage LeadershipLegalFinanceTechnology / CRMTransaction ManagementLocal market teamsThe role does not perform every function. It ensures every function gets completed.Agent ExperienceServe as the agent’s single point of contact throughout the transition.The incoming agent should always know:What has been completedWhat remains outstandingWho owns each itemWhat happens nextThe role requires discretion, responsiveness and the ability to manage many stages.Launch & HandoffEnsure the agent is fully ready to operate before launch and remain involved through the initial integration period. Once the transition is complete, execute a clean handoff to Member Services and the appropriate ongoing support teams.Ideal BackgroundStrong candidates may come from:Luxury residential real estate brokerage operationsAgent experience or brokerage transition managementLegal operations or senior paralegal rolesExecutive or client operationsPrivate wealth, family office or private client servicesOther high-touch professional service environmentsLuxury real estate experience is strongly preferred.Qualifications3+ years of relevant experienceStrong understanding of contracts and business documentationExperience working with attorneys, executives or sophisticated clientsExceptional organization and project management skillsStrong written and verbal communicationHigh level of discretion and judgmentAbility to manage multiple complex transitions simultaneouslyComfortable holding internal and external parties accountable to deadlinesExperience with CRM, project management and document management systemsReal estate licensing, brokerage operations or compliance experience is a plusWhat Success Looks LikeAgents move from commitment to execution without unnecessary delays.Incoming agents experience a highly organized and white-glove transition.Internal teams have clear ownership and deadlines.Agents are fully prepared to operate when they officially launch.Nothing falls through the cracks.