Customer Onboarding Specialist - Austin jobs in United States
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Agora · 22 hours ago

Customer Onboarding Specialist - Austin

Agora is a leading SaaS and FinTech platform transforming how real estate investment firms manage their capital, investors, and operations. They are seeking a detail-oriented and data-driven Customer Onboarding Specialist to manage the onboarding and implementation process for new clients, ensuring a smooth transition and exceptional customer experience.

FinTechPropTechReal EstateReal Estate InvestmentSoftware
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Growth Opportunities

Responsibilities

Lead and manage the end-to-end onboarding process for new clients, ensuring a seamless transition from sales to implementation
Build and maintain strong client relationships, providing guidance and support throughout the onboarding journey
Manage and analyze large data sets, using Excel and spreadsheets to ensure accurate and efficient data migration
Collaborate closely with cross-functional teams (Sales, CS, Product, and Operations) to ensure client needs are met
Proactively address customer inquiries and troubleshoot any issues that arise during onboarding
Maintain a high level of accuracy, organization, and attention to detail across all onboarding tasks

Qualification

ExcelProject managementCustomer serviceData analysisCommunication skills

Required

Strong communication skills with the ability to articulate complex concepts clearly and concisely
Proficiency in Excel (data cleaning, formulas, pivot tables, etc.)
A genuine passion for working closely with customers, understanding their needs, and delivering exceptional service
Strong project management skills — able to manage multiple clients and timelines simultaneously
A proactive, solution-oriented mindset with strong ownership and accountability
Prior experience in a customer-facing role, preferably within SaaS - an advantage

Company

Agora

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Agora is a comprehensive platform empowering firms with efficient workflows and seamless operations to scale their businesses.

Funding

Current Stage
Growth Stage
Total Funding
$63.89M
Key Investors
Qumra CapitalInsight PartnersAleph
2024-05-16Series B· $34M
2022-08-17Series A· $20M
2021-11-03Seed· $9M

Leadership Team

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Bar Mor
Co-Founder & CEO
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Lior Dolinski
Co-Founder, CPO
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Company data provided by crunchbase