Customer Service Representative at Turtle providing excellent customer service and support to customers through phone and office operations.
About the role
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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