Onboarding Specialist

OnHires • San Francisco, CA

94d

About The Position

We are looking for an Onboarding Specialist to play a key role in welcoming new agents, guiding them through the setup process, and ensuring they are fully equipped to succeed from day one. This role blends customer service, operations, and a creative touch with social media.

Requirements

• 1–2 years in customer support, executive assistant, or HR roles.
• Strong knowledge of Google Suite (Docs, Calendar, Gmail).
• Proficiency with Canva (social media content).
• Hands-on experience with Instagram posting, stories, and collaborations.
• Familiarity with CRMs (Follow Up Boss preferred).
• Comfort using Zoom and creating short training or intro videos.
• Excellent communication skills, proactive follow-up, and attention to detail.

Nice To Haves

• Have prior experience in real estate, coaching, or recruiting environments.
• Enjoy creative projects and social media marketing.
• Thrive in a remote, fast-paced environment.

Responsibilities

• Confirm all exploration calls the day before (via Follow Up Boss) and input call details/tags.
• Send post-call follow-up texts to prospects and coordinate with sponsors or Aaron to initiate onboarding.
• Share and manage applications, answer onboarding questions, and ensure completion within 1 week.
• Manage and update Follow Up Boss (CRM) records daily.
• Use Canva to create branded social media templates and collaborate with new agents/sponsors for posts.
• Post on Instagram (stories, reels, collaborations, tags, music, links) to welcome and highlight new agents.
• Add agents to the company WhatsApp groups and share onboarding announcements.
• Support Zoom meetings and create simple training/introduction videos as needed.
• At month-end, prepare 'End of Month Reels' celebrating all new onboarded agents.

Benefits

• Be part of a mission-driven company that empowers real estate agents to grow their careers.
• Work directly with leadership and have a high-impact role in shaping agent success.
• Remote-first culture with flexibility and growth opportunities.
• A collaborative team where your voice and ideas matter.

What This Job Offers

• Job Type: Full-time