Job Description
Job Description Summary
We are seeking a Real Estate Onboarding Specialist to guide new clients (investors) through our onboarding process. The ideal candidate will provide a seamless and customized introduction to our platform, ensuring clients are fully equipped to make informed decisions in the real estate market.
The ideal candidate has Real Estate industry knowledge and experience. Current or past experience as a licensed Realtor is a plus.
Responsibilities
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Conduct 25-45 minute onboarding sessions via Zoom.
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Provide an investment overview and platform demo.
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Customize clients' property search displays based on their investment goals and returns.
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Showcase key real estate metrics like financial performance, operating expenses, and suggested offers.
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Leverage real-time analytics, zoning, and school data to provide insights into local markets.
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Assist clients in building a personalized Buy Box using our 56-questionnaire process.
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Manage MLS and off-market inventory data while ensuring all offers are submitted to agents.
Qualifications
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Strong communication and presentation skills.
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Experience with real estate, data, analytics, or cash offers.
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Familiarity with Zoom, Calendly, and CRM platforms.
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Excellent organizational skills and attention to detail.
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Ability to manage client inquiries and customize onboarding experiences to match individual needs.