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