Evernest · 1 day ago
Client Onboarding Analyst
United States
Full-time
Remote
Entry, Mid Level
$65K/yr - $75K/yr
2+ years expEvernest is a full-service real estate and property management company with a national presence and an outstanding reputation. They are seeking a motivated Onboarding Analyst to oversee the day-to-day operations of properties new to Evernest, focusing on owner satisfaction and excellent communication. The role involves collaborating with various teams to ensure timely onboarding and exceptional service delivery to clients.
ConsultingProperty ManagementReal Estate
Responsibilities
Partner with the Director of Onboarding to build a best-in-class onboarding platform
Proactively communicate with new clients throughout the onboarding process, from welcome call to property inspection through to the first owner distribution
Meet client SLAs by ensuring timely inspections, renovations, and property marketing, and ensuring new properties meet minimum requirements
Collect and upload required documentation and complete compliance-related tasks
Meet team SLAs, including communication response times, phone pick-up rates, and daily/weekly audit completions
Act as liaison between internal teams and clients to deliver an unparalleled experience through all client interactions
Review and ensure the accuracy of owner statements
Escalate client, property, or market-level concerns to the Director of Onboarding
Audit third-party and proprietary platforms to ensure information is accurate and up-to-date
Efficiently stabilize new clients and properties, setting our property management teams up for success
Qualification
Required
Bachelor's degree
Local Real Estate License: If you do not have a real estate license, you must be willing to obtain one within 90 days of your start date and hang your license with Evernest
2+ years of real estate and customer service experience
This is a remote position and requires an environment conducive to undistracted work
Benefits
Premium health care
401k
Unlimited PTO as well as paid holidays
A company-wide professional development program
Company
Evernest
Evernest is a full-service real estate and property management company.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$15MKey Investors
LL Funds
2025-01-22Private Equity· $15M
Leadership Team
Matthew Whitaker
Founder/CEO
Stan Lewis, CPA
Chief Financial Officer
Recent News
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