About Crexi
Crexi is transforming commercial real estate with advanced, integrative technology and data analytics designed to maximize CRE stakeholders’ success. From trading properties to AI-powered industry Intelligence, Crexi’s intuitive CRE solutions accelerate transaction velocity and empower millions of monthly users to close $540 billion in deals and market over $5 trillion in property value
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.
What the Team is Saying
What We Do
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 with 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. With over $1 trillion in transactions facilitated, 8.6 billion square feet leased, and a growing community of more than 2 million monthly active users, Crexi offers tailored, tech-driven tools that empower CRE professionals to succeed —on their terms.
Why Work With Us
At Crexi, we live and breathe values of collaboration, transparency and growth. Everyone has a voice and is encouraged to use it. We seek to foster an environment where every employee has the ability to make a difference in our product and company. We care about our team, and see our people as the fabric that enables our organization to thrive.
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Crexi Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
