Agent Success Associate

Orchard
Remote

About The Position

At Orchard, Agent Success Associates play a crucial role in ensuring the success of our agents. We are dedicated to supporting both current agents and new recruits through effective onboarding and ongoing assistance. Our dynamic team collaborates with Training and Product teams to manage systems and processes aimed at achieving agent excellence. This is a full-time remote position reporting to the Senior Manager of Transaction Operations. The role requires a strong commitment to customer service and availability to work Central Time hours from 8:00 AM–5:00 PM CST, including one Saturday per month.

Requirements

  • 2-3 years of relevant work experience in operations or support
  • Proficient in Click up, Slack and a CRM tool (preferably Follow Up Boss)
  • Excellent communication and collaboration skills
  • Ability to multitask and prioritize effectively in a fast-paced environment.
  • Professional demeanor and ability to foster positive interactions with internal and external stakeholders.

Responsibilities

  • Monitor and manage Agent Workflow requests by updating Orchard systems and escalating issues to cross-functional teams.
  • Oversee questions and requests on various Slack channels, ensuring prompt and effective responses.
  • Assess agent readiness by facilitating Listing presentation tests and delivering constructive feedback.
  • Set up agents in multiple systems and track their compliance to qualify for leads.
  • Assisting onboarding agents with their first 4 leads
  • Monitoring and managing Orchard’s social media accounts
  • Facilitate pre-onboarding communications
  • Provide 1:1 support to onboarding agents, assisting them with technological issues and general inquiries.
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