Job Functions1. Onboarding Specialist2. Customer Success Team Member3. Outreach Campaigner4. Product Demonstrator5. Account Manager
Job Requirements1. 12 years of previous onboarding, account management, or sales experience2. Mastering the Crexi platform to provide successful onboarding experiences3. Identifying upsell opportunities that will improve client performance4. Working crossdepartmentally with various teams5. Reselling clients on the Crexi platform and monitoring retention
Skills1. Advanced technology and data analytics skills2. Excellent communication skills3. Strong organizational and prioritization skills4. Ability to work crossdepartmentally5. Upselling and reselling conversations1. Positive attitude and professionalism in any situation2. Actionoriented problem solver3. Teamwork and collaboration4. Selfstarter with independent success metrics5. Comfortable handling multiple tasks accurately and efficiently
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.
Life at Crexi
CREXi is a commercial real estate community, marketplace, and technology company that simplifies transactions and accelerates business for brokers, buyers, agents and tenants.
For more information visit www.CREXi.com.
Thrive Here & What We ValueCulture of innovation | Flexible team structure that empowers career growth and collaboration | Comprehensive benefits package | Ownership & Equity options | Professional development opportunities | Endless snacks</s> | 1. Collaborative and dynamic work culture | 2. Career progression opportunities in a flexible, fastpaced environment | 3. Comprehensive health, dental, and vision insurance | 4. Unlimited snacks and engaging team activities | 5. Contributing to a product that is reshaping the commercial real estate industry</s> | Collaborative culture and numerous team activities | Flexible team structure with the ability to progress in career | Health, Dental, and Vision insurance</s> | 1. Collaborative culture and numerous team activities | 2. Rapidly growing startup with a dynamic work environment | 3. Flexible team structure with the ability to progress in career | 4. Health, Dental, and Vision insurance</s> | Ownership & equity: Crexi offers equity options allowing you to share in the growth of the company | Culture of innovation: Crexi is a rapidly growing startup with a dynamic and innovative team committed to fostering growth and collaboration | Professional development: Crexi believes in continuous learning and is committed to your personal and professional growth | Flexibility & Growth: Crexi offers a flexible team structure that empowers you to shape your career and progress within the company with numerous opportunities to grow | Endless snacks: Because we believe in fueling your creativity and energy, always enjoy a variety of in-office snacks.</s> | Full Medical, Dental, Vision Health Benefits | Competitive Compensation Package, Base, Bonus, and Stock Options | 401K | Growth Opportunities and Career Development | Gym Membership to LA Fitness | Perks and Discounts from Perkspot</s> | Gym Membership to LA Fitness Fitness | Collaborative and exciting environment while shipping industry-changing products</s> | Ownership & equity: Crexi offers equity options allowing employees to share in the growth of the company | Culture of innovation: Crexi is a rapidly growing startup committed to fostering growth and collaboration | Endless snacks: Crexi provides a variety of in-office snacks</s> | 1. Collaborative and Dynamic Work Environment | 2. Flexible Team Structure with Career Progression Opportunities | 3. Health, Dental, and Vision Insurance Benefits | 4. EEO Employer with Consideration for Employment without Regard to Race, Color, Religion, Sex, National Origin, Sexual Orientation, Gender Identity, Disability or Protected Veteran Status | 5. Rapidly Growing Startup with a Focus on Accelerating Deal Efficiency</s> | 1. EEO Employer | 2. Consideration for Employment without Regard to Race, Color, Religion, Sex, National Origin, Sexual Orientation, Gender Identity, Disability or Protected Veteran Status | 3. Will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.</s> | Collaborative culture with numerous team activities | 1. Industryleading software for professionals in commercial real estate | 2. Suite of due diligence tools, transaction services, deal pipeline support, and a dynamic listing marketplace | 3. Empowering millions of monthly users to close more than $615 billion in deals and market over $7 trillion in property value. | 4. EEO Employer and considers qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.</s> | 1. Rapidly growing startup with a dynamic work environment | 2. Flexible team structure with the ability to progress in career | 3. Collaborative culture and numerous team activities | 5. 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.</s> | 1. Fastpaced and dynamic environment | 2. Collaborative work culture | 3. Emphasis on employee engagement and retention | 4. Innovative problem solver | 5. Strong focus on technology and analytics.</s> | 3. Will consider qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.</s> | 1. Collaborative and dynamic work culture. | 2. Career progression opportunities in a flexible, fastpaced environment. | 3. Comprehensive health, dental, and vision insurance. | 4. Unlimited snacks and engaging team activities. | 5. Contributing to a product that is reshaping the commercial real estate industry.</s> | 1. Transforming commercial real estate with advanced technology and data analytics. | 2. Empowering millions of monthly users to close $540 billion in deals and market over $5 trillion in property value. | 3. EEO Employer and considers qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.</s> | 1. Collaborative and exciting environment while shipping industrychanging products. | 2. Passionate about creating a collaborative and exciting environment. | 3. EEO Employer that considers qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.</s> | 4. Rapidly growing startup with a dynamic work environment</s> | 2. Dynamic work environment | 5. Numerous team activities</s> | 1. Collaborative work environment | 2. Fastpaced and dynamic environment | 3. Emphasis on employee engagement and retention of top talent | 4. Innovative solutions to drive success | 5. Focus on maximizing CRE stakeholders' success</s>
