Manage the onboarding experience for all agents, create and process new agent affiliations, assist with the application or transfer of the agent’s state license, assist with the application or transfer of the agents MLS or Realtor Board accounts, collect and vet DBA, team or assistant information for new agents/teams, act as primary liaison with Licensing to ensure compliance with regulations, manage the interactive onboarding checklist and follow up with internal partners to ensure new agents are properly set up and have access to all CBR agent tools, provide initial overview of DESK with focus on account activation, enrollment, and various tool profile setup, assist with initial headshot, bio and contact uploads into company marketing products, assist with initial CB marketing material ordering, as requested by the manager.
Flexible and adaptable, with proven track record of being #SolutionsDriven, ability to manage multiple priorities and projects simultaneously, ability to follow instruction and documented SOPs in order to manage daily tasks, proactive communicator with strong customer service skills, highly organized with strong attention to detail, 2+ years experience in a training, onboarding, or account management role, previous experience in a remote role a plus, B.A. or B.S. degree, impeccable attention to detail and problem-solving skills, team player adept at collaborating with others, self-starter attitude and ability to exercise judgment and problem-solve with minimal supervision, continuous desire to improve existing processes and develop creative solutions, exceptional written and verbal communication, 1-2 years of start-up, technology, marketing or real estate experience a plus.
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