**This role requires you to live in/around the Dallas/Frisco area at the time of applying

The Customer Onboarding Specialist (COS) is responsible for implementing end-to-end solutions for customers. This

includes analyzing requirements and gathering deliverables to successfully complete the implementation, assisting the

customer with completing required questionnaires, gathering appropriate data or content, and coordinating with other

departments. Defines and executes on delivery and implementation plans. Tests and troubleshoots final system setups.

The Customer Onboarding Specialist serves as a subject matter expert for implementation best practices on the product

or service they are supporting. The Customer Onboarding Specialist is instrumental in effectively communicating

challenges to the appropriate departments to ensure positive ongoing client experiences. Customer Onboarding

Specialists also answers client queries and identifies new business opportunities among existing customers.

Responsibilities of a Customer Onboarding Specialist:

• Manage multiple client implementations simultaneously and efficiently to ensure implementations are

achieved on time and to the satisfaction of clients

• Must be able to articulate technology and product positioning to both Brokers & Agents
• Gather assets needed to set up new/existing client platforms
• Analyze legacy information and procedures to determine best practices for setup and configuration to

achieve client’s desired results and meet business requirements

• Initiate and lead Kick off meetings for Brokers/Teams/Agents and communicate the project scope and

implementation schedule

• Provide superior customer service to all internal and external customers, perform system setup and configuration ensuring accuracy of data and multi system integrations
• Conduct review with customer prior to launch to confirm acceptance of data and configuration
• Assist with initial and continuing Broker & Agent (Admin) training, assist with the creation and maintenance of implementation related documents, checklists and procedures
• Maintain accurate records of all communication received for each client
• Identify and assist development with resolution and enhancements to workflow, scripts, or system defects
• Perform testing on new workflow, scripts, or solutions prior to implementation
• Provide project coordination as required for more complicated account setups to ensure successful

completion

• Notify management of any complications, missing data or system defects that might delay the

implementation

• Resolve complaints and answer questions from both internal and external customers
• Build and maintain relationships with key representatives from other Elevate / VoicePad support groups to

ensure successful implementation

• Promote a positive professional image of Elm Street internally and externally

Qualifications of a Customer Onboarding Specialist

• Experience in and familiarity with the Real Estate industry is preferred
• Excellent analytical abilities to grasp the key points from complicated details
• Must be able to effectively communicate with internal and external executive level customers
• Unsparingly organized, disciplined, and comfortable managing competing priorities with care with outstanding verbal and written communication skills; excellent presentation skills
• Confident adapting to rapid change in a metrics-based and performance-driven environment with a rapidly

expanding customer base

• Organized and analytical, able to eliminate sales obstacles through creative and adaptive approaches
• Empathetic and understanding to our customers' unique experiences. You must be passionate about

delighting our customers every single day!

• Ability to work overtime as needed to ensure deliverables are met

Systems / Applications Experience

• Google Suite
• Slack
• Salesforce
• Zendesk
• JIRA
• Adobe Illustrator
• Preferred but not required:
• Audacity
• DocuSign
• Calendly
• Zoom
• Chorus

Compensation & Benefits

• $40-50k salary
• Health/Dental/Vision
• 401K + up to 6% company match
• Fitness Reimbursement