Onboarding Specialist

Crexi

4h

About The Position

As an Onboarding Specialist, you will be the primary contact for welcoming and training newly-sold clients on the Crexi platform. This role is part of the Customer Success Team, focusing on ensuring a successful and positive initial experience for customers. Your responsibilities will include conducting outreach campaigns via phone and email to schedule kick-off calls with new clients. Each onboarding call will be tailored to the client's needs, featuring a detailed product demonstration, a consultation on account improvements to boost performance metrics, and an assessment and presentation of potential upsell opportunities that could benefit the client.

Requirements

• 1-2 years of previous onboarding, account management, or sales experience
• Self-starter who independently owns her/his own success metrics
• Flexible and adaptable; demonstrating good judgment and positivity amidst a growing number of clients
• Top notch communication skills with the ability to stay positive and professional in any situation
• Responsive, action-oriented, and innovative problem solver
• Teamwork and cross-department collaboration are strong suits
• Excellent organizational and prioritization skills and the ability to demonstrate and handle multiple tasks accurately and efficiently
• Comfortable in upselling and/or reselling conversations to help increase client retention and expand client business

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed