Onboarding Specialist at Crexi

| Miami, FL +1 more | Remote
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About Crexi
We are the commercial real estate industry's fastest-growing marketplace, data, and technology platform dedicated to supporting the CRE industry and its stakeholders. We enable commercial real estate professionals to quickly streamline, manage, and grow their businesses using the industry's most advanced technology. Since launching in 2015, we have quickly become the fastest-growing CRE marketplace and most advanced platform in the industry. Crexi has helped buyers, sellers, and brokers transact business on over 300,000 commercial listings totaling more than $1 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

Why Crexi?
  • Rapidly growing startup with a dynamic work environment
  • Ongoing training and clear structure for career progression
  • Health, dental and vision insurance
  • Snacks for days!
  • Unlimited PTO
  • Collaborative culture and numerous team activities

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.
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Candidate Location Eligibility:
Los Angeles, CA

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
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An Insider's view of Crexi

How would you describe the company’s work-life balance?

Crexi's work-life balance is ideal in my opinion. The expectation is to come in, put in the time and get your job done. There are high job expectations for each role. I enjoy that we have unlimited vacation and we get to leave early on Friday every once in a while. I believe having a great work-life balance is key to having happy employees.

Roger

Asset Manager

What does your typical day look like?

No such thing as a typical day here! Between juggling projects, timelines, priorities and more, there is always something new in the mix. Thankfully there's always cold brew and avocados to fuel me through :)

Lilah

Marketing Operations Manager

What makes someone successful on your team?

To be a successful member of the sales team at Crexi, you need to be able to work cohesively as part of the team. The whole is greater than the sum of its parts. The ideal salesperson is one that focuses on their goals and results, supports other members of the team, is organized and has fun while doing their job.

Doug

Head of Sales

How do you make yourself accessible to the rest of the team?

I have an open door policy. I also like to walk around the office regularly and chat with the team. We also do monthly company-wide meetings. Another way I make myself accessible is by doing brown bag lunches with employees.

Mike

CEO

What’s the vibe like in the office?

Welcoming and professional. Everyone is here to work hard and make Crexi the best it can be. At the same time, the atmosphere itself is casual.

Sarah

Marketing Design Director

What are Crexi Perks + Benefits

Crexi Benefits Overview

Our employees are our most important asset, so we offer employees an attractive and competitive benefits, as well as perks! We want our employees to be excited to be part of the Crexi team.

Culture
Volunteer in local community
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Unconscious bias training
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
CREXi's Flexible Spending Account (FSA) helps employees cover out-of pocket medical benefits with pre-tax contributions of up to $2,650 annually.
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Team workouts
Retirement & Stock Options Benefits
401(K)
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
CREXi offers unpaid, job-protected leave per year, as well as maintained health benefits, for any employee eligible under the Family and Medical Leave Act (FMLA).
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
CREXi offers paid sick days as required by California law.
Perks & Discounts
Beer on Tap
Casual Dress
Our casual dress code includes jeans, t-shirts and flip-flops every day of the week. Employees are expected to dress more formally as needed for meetings with external parties.
Company Outings
We believe that employees should also connect outside of the office. Throughout the year, we do team outings. Our most recent outing was the first annual CREXi games.
Game Room
Stocked Kitchen
We have a well stocked kitchen included unlimited snacks, coffee, tea and other beverages.
Some Meals Provided
We provide breakfast and lunch regularly to employees. Some lunches have theme like Cinco de May. On other occasions, we provide lunch just because it is a Friday in July!
Happy Hours
Parking
Recreational Clubs
Relocation Assistance
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
We offer training programs to all employees, including sales, management and leadership development, as well as an annual budget for attending industry conferences for certain employees.
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Online course subscriptions available
Customized development tracks

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