Customer Onboarding Specialist, New York

Reposted 24 Days Ago
Hiring Remotely in New York, NY
In-Office or Remote
65K-72K Annually
Entry level
Fintech • Real Estate • PropTech
Agora is a SaaS + FinTech platform transforming how real estate firms manage capital, investors, and operations.
The Role
As a Customer Onboarding Specialist, you will manage the onboarding process for clients, ensuring data accuracy and an exceptional customer experience.
Summary Generated by Built In

Agora is a leading SaaS and FinTech platform transforming how real estate investment firms manage their capital, investors, and operations. Trusted by 700+ GPs, owners/operators, and investment firms globally, we help teams streamline the full lifecycle of investment management—from fundraising and onboarding to reporting, distributions, tax, and back-office automation.

But we’re more than just software. We’re a team of bold thinkers, innovators, and real estate enthusiasts who believe complex processes should feel simple. Our platform combines modern technology with expert services, helping our customers raise more capital, deliver a better investor experience, and scale their businesses smarter.

Agora is backed by top-tier VCs like Insight Partners and Qumra Capital, and we’re growing fast. We’ve been named one of Globes’ Most Promising Startups, recognized as a Best Start-Up Companies to Work For by Duns 100, and one of Business Insider’s Hottest PropTech Startups. 

We’re looking for a detail-oriented and data-driven Customer Onboarding Specialist to join our New York or Austin team. In this role, you’ll manage the full onboarding and implementation process for new clients - guiding them through a smooth transition, ensuring accurate data setup, and delivering an exceptional customer experience.

This position is client-facing, requires strong analytical skills, and involves extensive work with Excel and data management.

  • 1-2 years of experience in a customer-facing role, preferably within SaaS
  • Strong communication skills with the ability to articulate complex concepts clearly and concisely.
  • Advanced proficiency in Excel (data cleaning, formulas, pivot tables, etc.).
  • A genuine passion for working closely with customers, understanding their needs, and delivering exceptional service.
  • Strong project management skills; able to manage multiple clients and timelines simultaneously.
  • A proactive, solution-oriented mindset with strong ownership and accountability.

Compensation: For candidates based in New York, the salary range for this role is $65,000–$72,000. Compensation for candidates in other locations, including Austin, will be determined based on regional market rates and experience.

Top Skills

Excel
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The Company
HQ: Tel Aviv
200 Employees
Year Founded: 2019

What We Do

We’re a team of bold thinkers, innovators, and real estate enthusiasts who believe complex processes should feel simple. Our platform combines modern technology with expert services, helping our customers raise more capital, deliver a better investor experience, and scale their businesses smarter.

Agora is backed by top-tier VCs like Insight Partners and Qumra Capital, and we’re growing fast. We’ve been named one of Globes’ Most Promising Startups, recognized as a Best Start-Up Companies to Work For by Duns 100, and one of Business Insider’s Hottest PropTech Startups.

Why Work With Us

Agora is transforming real estate investing with a SaaS + FinTech platform trusted by 1,000+ clients. Join us to make real impact in an industry ready for innovation, grow with a fast-scaling global team, and work in a culture that values ownership, creativity, and collaboration.

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Agora RE Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Agora values the benefits of in-person collaboration and has adopted a hybrid work model, with team members working 3-4 days per week in our New York and Austin office locations.

Typical time on-site: 3 days a week
HQTel Aviv Office
Austin Office
New York Office
Learn more

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