What are the responsibilities and job description for the Onboarding Specialist position at Crexi?
Crexi is reimagining commercial real estate with an AI-powered platform built to deliver smarter, more efficient solutions at every stage of the deal lifecycle. From real-time data and market insights generated by Crexi Intelligence, to targeted property marketing and seamless deal management through Crexi PRO, and a transparent, time-bound bidding experience with Crexi Auction— Crexi enables users to evaluate opportunities, maximize exposure, and close with speed and confidence. To date, Crexi has facilitated over $1 trillion in transactions, 8.6 billion square feet leased, and supports a growing community of more than 2 million monthly active users.
Crexi’s mission is to catalyze the next generation of commercial real estate through three core pillars: Access, Innovation, and Connection. Crexi’s platform democratizes CRE by providing unprecedented access to market insights and opportunities, accelerates CRE dealmaking with purpose-built technology that enhances speed and transparency; and empowers CRE professionals with a centralized platform designed for real-time collaboration and success.
About This Role
As an Onboarding Specialist, you’ll act as the face of Crexi for welcoming and training newly-sold clients on the platform. This role is on our “Customer Success” Team, so providing customers with a successful and positive start to Crexi is the foundation of this role. Specifically, you will be working over phone and email on outreach campaigns with the goal of scheduling a kick-off call with every new client. Each onboarding call will be customized to include a detailed product demo, a consultation of account improvements to help with performance metrics, and an assessment/presentation of any upsell opportunities that would benefit the client.
What You’ll Do
- 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
Who You Are
- 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
Crexi is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Crexi will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.