Client Experience & Onboarding Coordinator

Evernest; United States; Remote; USD 50,000 - 65,000; Full time

Job summary

An innovative company is seeking a motivated Client Experience & Onboarding Coordinator to enhance owner satisfaction and streamline onboarding processes. This remote role requires strong communication and organizational skills, and offers opportunities for growth and learning. Collaborate with diverse teams to ensure exceptional service, while managing a portfolio of properties. Enjoy comprehensive benefits, unlimited PTO, and a culture focused on teamwork and continuous improvement. If you're passionate about real estate and customer service, this is the perfect opportunity to make a meaningful impact.

Benefits

Health Coverage

Dental Coverage

Vision Coverage

401(k) with Company Match

Unlimited PTO

Paid Holidays

Weekly Development Sessions

In-Person Onboarding

Quarterly Feedback Sessions

Qualifications

• 2+ years of real estate and customer service experience.
• Willingness to obtain a local real estate license within 90 days.

Responsibilities

• Develop a best-in-class onboarding platform with the Director of Onboarding.
• Communicate proactively with new clients throughout the onboarding process.
• Ensure timely inspections and property marketing to meet client SLAs.

Skills

Real Estate Knowledge

Customer Service

Communication Skills

Organizational Skills

Leadership Skills

Education

Bachelor's Degree

Job description

Client Experience & Onboarding Coordinator

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This range is provided by Evernest. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $65,000.00/yr

Position Overview

Evernest is seeking a motivated, proactive, and highly organized Onboarding Analyst to oversee the day-to-day operations of a portfolio of properties new to Evernest. The primary responsibility is owner satisfaction, requiring excellent communication and coordination skills. The role involves collaboration with teams in marketing, leasing, collections, resident relations, retention, maintenance, and renovations to deliver top results. The ideal candidate should have a background in real estate, strong leadership and communication skills, and a passion for providing exceptional service.

Responsibilities

• Partner with the Director of Onboarding to develop a best-in-class onboarding platform.
• Proactively communicate with new clients throughout the onboarding process, from welcome call to property inspection and first owner distribution.
• Ensure timely inspections, renovations, and property marketing to meet client SLAs and minimum property requirements.
• Collect and upload required documentation and complete compliance tasks.
• Meet team SLAs, including response times, call response rates, and audit completions.
• Act as liaison between internal teams and clients to ensure an exceptional experience.
• Review and verify the accuracy of owner statements.
• Escalate concerns to the Director of Onboarding as needed.
• Audit platforms to ensure information accuracy and currency.
• Stabilize new clients and properties efficiently to set up our property management teams for success.

Requirements

• Bachelor's degree.
• Local Real Estate License: Willingness to obtain one within 90 days if not already licensed, and hang your license with Evernest.
• 2+ years of real estate and customer service experience.
• This is a remote position requiring an environment conducive to undistracted work.

What You Can Look Forward To

• Limitless Learning & Growth opportunities, including weekly development sessions.
• Comprehensive benefits, including health, dental, and vision coverage.
• 401(k) with 4% company match.
• Unlimited PTO plus 8 paid holidays.
• Engaging culture with regular Q&A sessions with leadership.
• Focus on process improvement and collaboration in weekly meetings.
• In-person onboarding at our Birmingham, Alabama HQ, including travel arrangements.
• Quarterly feedback and growth check-ins.

Core Values

Candidates should align with Evernest’s core values:

• Win Together: Prioritize team, owners, and residents, working collaboratively to exceed goals.
• Do the Right Thing: Maintain honesty and accountability in all dealings.
• Own the Outcome: Continuously improve processes and strive for industry innovation.
• Embrace the Grind: Demonstrate hustle and perseverance to grow and serve clients effectively.
• Grow Daily: Commit to daily discipline and positive habits for success.