Knowledge Anywhere

Growth Marketing

• Own the P&L for the partner portfolio, driving agent adoption, consumer conversion, and total partner revenue through full‑funnel programs and channel optimization.
• Build a unified growth system across product marketing, performance marketing, creative, and operations; prioritize channels and audiences informed by segmentation and opportunity sizing.
• Manage and elevate a high-performing team of functional experts (Performance, Analytics, Operations) fostering a culture of rapid experimentation, data‑backed decisions, and continuous learning.
• Shift partner marketing from isolated outreach to embedded, cohesive experiences across our channels, integrating partner value propositions directly into the agent and consumer experience.
• Utilize advanced analytics to make hard decisions on where to allocate resources. Identify which partners deserve Tier 1 investment and which should be deprecated based on ROI.
• Oversee the positioning strategy for major launches, ensuring that our complex partner ecosystem is translated into simple, compelling solutions for the field.

Senior Director, Partnership Growth

Customer Success Manager

• 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.
• Ensure your real estate license remains in good standing to perform authorized licensed tasks, including drafting contract addendums and amendments.
• 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.

Client Experience Specialist, Licensed

Customer Support

• Respond to customer policy inquiries via phone, email, and other communication channels
• Collect and process payments accurately
• Perform proactive outreach to policyholders for renewals and retention
• Handle inbound and outbound calls to resolve issues and provide updates
• Quote and sell insurance policies while ensuring compliance

Customer Service Specialist, Property and Casualty

Marketing

• Working with branch managers and leadership to identify and prioritize agents who need strategic marketing and brand support
• Consulting with agents on personal marketing strategies, through group and individual sessions, while showcasing our Core 4 (agent production, coaching, culture and helping them build personal wealth)
• Helping real estate sales agents create a digital marketing strategy using social media (organic and paid advertising), building an impactful online profile, and promoting their online customer testimonials
• Conducting an annual review of agents’ “digital scorecard” to measure their online presence and identify opportunities for improvement
• Providing issue resolution and one-on-one assistance to agents as needed
• Preparing a monthly calendar of educational and training opportunities and promoting/presenting marketing workshops in-office and online on multiple marketing related topics.
• Supporting multiple offices in the region by attending and presenting at group and one-on-one meetings, assisting with awards and recognition initiatives, and representing offices in community outreach and company charitable events
• Reaching out to and assisting office staff with newly affiliated real estate agents in getting onboarded and set up for success
• Preparing personalized recruiting presentations as requested for VIP agents and participating in the presentation with the branch manager
• Working with the creative team to create and manage local recruiting and ad campaigns
• Attending and participating in regional marketing meetings and/or training sessions
• Communicating regularly with the Field Marketing Manager and local leadership on key initiatives, challenges, and regional activity
• Submitting consistent competitive intelligence samples to the recruiting intelligence portal
• Staying on top of quality issues, rules, industry regulations and protocols related to marketing, such as acceptable Fair Housing language; national, state and local Association of REALTORS® requirements; MLS and all Coldwell Banker identity standards

Field Marketing Specialist

Manager

• Oversee invoicing, expense processing, global earnings reporting, and audit controls.
• Serve as the primary financial contact during onboarding and implementation.
• Manage financial workstreams, document processes, and leverage technology platforms for reporting.
• Partner with teams across Sales, Legal, Pricing, and Operational Accounting to align strategies.
• Review contracts for financial implications, manage supplier setup, and monitor data integrity.
• Lead the migration of in-flight moves, ensuring continuity and minimal disruption.
• Coordinate client integrations, including API, SFTP, and other protocols.
• Provide financial input for RFPs and pricing models, ensuring compliance and accuracy.
• Deliver hyper care for initial billing and payroll cycles, ensuring timely invoice delivery and payment.
• Document lessons learned and recommend technology-driven solutions for scalability and efficiency.

Senior Director, Partnership Growth

Client Experience Specialist, Licensed

Customer Service Specialist, Property and Casualty

Field Marketing Specialist

Manager, Global Implementation Services