Onboarding Specialist managing the client transition to Rex CRM at Rex Software. Ensuring successful implementation and user adoption of software solutions for the real estate industry.
Responsibilities
Manage the onboarding of new Rex accounts over a 4–12 week period, including structured onboarding plans, training sessions, and Q&A support.
Act as the primary point of contact for newly onboarding clients, ensuring a smooth and positive transition onto Rex CRM.
Facilitate best-in-class training sessions tailored to different user roles and experience levels within each client organisation.
Conduct onboarding health checks at defined milestones to assess adoption, engagement, and potential risks.
Drive strong adoption and engagement with Rex CRM features, supporting clients to embed the system into daily operations.
Provide regular reporting on onboarding progress, health checks, risks, churn indicators, and related project work.
Contribute to broader client adoption, engagement, and retention initiatives.
Provide professional education and onboarding-related customer support as required.
Assist in improving training videos, documentation, and written resources.
Deliver scheduled webinars, group training sessions, and Q&A sessions as needed.
Requirements
Experience working in the real estate industry (preferred but not essential)
Experience working within a sales, CRM, onboarding, or customer success environment
Experience using CRM software, ideally within a real estate or SaaS context
Strong written and verbal communication skills
Ability to calmly and confidently navigate customer concerns or conflict
Strong time management and task prioritisation skills
A collaborative team player who enjoys supporting others
Strong problem-solving skills with a customer-first mindset
Comfortable working in a fast-paced, scaling SaaS environment
Well-developed customer service skills with a focus on relationship building
Strong organisational and planning skills
A curious learner with a genuine interest in continuous improvement and learning new systems
Benefits
Extra day off to celebrate your birthday
Additional holiday leave accrued each year (capped)
Volunteer leave
Opportunity to work anywhere in the world for up to 4 weeks
Health insurance and additional health and wellbeing benefits
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