Onboarding Specialist at Crexi in Remote

Summary: Crexi is reimagining commercial real estate with an AI-powered platform designed for smarter solutions throughout the deal lifecycle. As an Onboarding Specialist, you will welcome and train newly-sold clients, ensuring a successful onboarding experience tailored to their needs while collaborating with various teams to enhance client performance and retention. Responsibilities: - Act as the main point of contact for customers throughout their time in onboarding - Master the Crexi platform in order to provide every client with a successful onboarding experience that is unique to their account needs - Consult with clients on best practices when it comes to improving their searchability and overall performance on the Crexi platform - Identify and pitch upsell opportunities that will improve a client’s performance - Work cross-departmentally with the sales, billing, support, and customer success teams to answer any client questions and deliver on expectations set during onboarding - Resell clients on the Crexi platform as needed and monitor client retention within their first 90 days post-onboarding Required Qualifications: - 1-2 years of previous onboarding, account management, or sales experience - Self-starter who independently owns her/his own success metrics - You are flexible and adaptable; demonstrating good judgment and positivity amidst a growing number of clients - You have top notch communication skills with the ability to stay positive and professional in any situation - You are a responsive, action-oriented, and innovative problem solver - Teamwork and cross-department collaboration are your strong suits - You have excellent organizational and prioritization skills and the ability to demonstrate and handle multiple tasks accurately and efficiently - You are comfortable in upselling and/or reselling conversations to help increase client retention and expand client business Required Skills: Onboarding, Account management, Sales, Customer success, Upselling, Prioritization, Cross-department collaboration