Onboarding Specialist

Crexi

Arizona, United States
**
Phone and email outreach experience
Product demonstration skills
Client consultation abilities
** Crexi is seeking an Onboarding Specialist to join their Customer Success Team in Arizona. The role involves training newly-sold clients on their AI-powered commercial real estate platform, ensuring a positive onboarding experience. **

Job Summary

  • Crexi is reimagining commercial real estate with an AI-powered platform that has facilitated over $1 trillion in transactions.
  • The Onboarding Specialist acts as the primary point of contact to welcome new clients, conduct customized product demos, and identify upsell opportunities.
  • This role requires working cross-departmentally with sales, billing, support, and customer success teams to ensure client retention within the first 90 days.

Matching Summary

Match Score: 75

** Crexi is seeking an Onboarding Specialist to join their Customer Success Team in Arizona. The role involves training newly-sold clients on their AI-powered commercial real estate platform, ensuring a positive onboarding experience. **

Skills & Requirements

Must-have

  • Phone and email outreach experience
  • Product demonstration skills
  • Client consultation abilities
  • Upsell opportunity identification
  • Cross-departmental collaboration

Nice-to-have

  • Commercial real estate knowledge
  • AI-powered platform familiarity
  • Strong relationship building
  • Performance metric analysis
  • Positive customer service attitude

Key Requirements

  • 1-2 years of onboarding experience
  • Account management background
  • Sales experience required

Work Rights

Not specified

Tailored Resume

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