Team Services Strategy, Analyst - (REMOTE)

Onboarding
Remote, Minneapolis, Minnesota Houston, Texas Indianapolis, Indiana Kansas City, Missouri Lincoln, Nebraska Oklahoma City, Oklahoma Bentonville, Arkansas Cleveland, Ohio
Req ID: 1318 | Full-Time

Description

Position at eXp Realty®

We are one of the first all-remote companies with 2,000+ team members utilizing our virtual office called eXp world. This role is work-from-anywhere in the U.S., excluding U.S. territories. 
Who is eXp?
Doing the audacious is part of eXp Realty’s DNA. We are a company that rewards creative minds who can offer bold solutions, where opinions matter, anything is possible and the outcome can be revolutionary. As a global full-service real estate brokerage utilizing a 3-D, fully immersive, cloud office environment, offering 24/7 access to collaborative tools & training, eXp has broken the traditional mold of real estate. We are doing big things.
Come join us at eXp Realty – a 6x Glassdoor Best Places to Work organization!
What you will do:
In this role, you'll play a crucial part in the onboarding and transition process for new brokerages and teams, ensuring a smooth and efficient integration into our system. Your tasks will include communication, planning, coordination, and support activities that are vital for our growth and operational efficiency.
  • Lead the Discovery Call with the Team Leader to discuss eXp team structures, the joining process, and team requirements, and gather essential information for determining the need for a CEA or other exceptions.
  • Develop a detailed timeline and transition plan, overseeing the brokerage's transition from pre-onboarding to active status, including post-onboarding support.
  • Regularly perform follow-up check-ins with leads through calls or emails to establish a preferred contact frequency.
  • Coordinate and participate in planning & logistics meetings beyond Discovery Calls with the broker and other departments as needed.
  • Act as a liaison between sponsors and broker owners, managing expectations throughout the onboarding process.
  • Initiate contact with the Team Leader for organic leads to arrange a Discovery Call.
  • Collect and process external documents such as proof of production and team rosters, and evaluate Production Reports for Team Structure qualification and approval.
  • Notify Brokerage Operations and Transactions Operations about incoming Teams/Brokerages.
  • Follow up for any pending documents from team leaders or admins, with support staff handling document uploads.
  • Keep track of metrics and reports using tools like Google Forms, spreadsheets, and HubSpot.
  • Complete necessary details in HubSpot tickets, dispatch welcome emails, and make introductory calls or texts to agents.
  • Develop a strategy for retention of team agents in assigned region
How you will make an impact:
  • Perform designated job tasks efficiently and within the provided time frame.
  • Maintain regular communication with team members and supervisors through email, instant messaging, video conferences, or other designated communication channels.
  • Attend virtual meetings, provide updates on progress, and actively participate in discussions.
  • Adhere to company policies and guidelines, including data security and confidentiality.
  • Complete assigned projects, assignments, or tasks with attention to detail and quality.
  • Manage and prioritize workload effectively to meet deadlines and deliver results.
  • Continuously update job knowledge by participating in training opportunities or self-directed learning.
  • Collaborate with colleagues on shared documents or projects using remote collaboration tools.
  • Take ownership of assigned work and demonstrate initiative in identifying and addressing challenges.
  • Ensure availability and responsiveness during agreed-upon working hours.
How you will grab our attention: 
  • Excellent communication skills both written and verbal
  • Agile/Flexible attitude 
  • Strong attention to detail is required
  • Excellent customer service abilities: written and verbal communication must be superb
  • Excellent critical thinking and problem-solving skills 
  • Team player - able to complete individual tasks as well as work on a team to accomplish a goal
  • Experience in the real estate industry strongly preferred
  • Experience in coordinating events and group activities
  • Conflict resolution and active listening: the ability to assess a customers need or concerns and deliver solutions using critical and creative thinking
  • Proficient knowledge of G Suite is required; Microsoft Office experience is a bonus
  • Remote Work experience required 
  • Dedicated home-office/work space 
  • Advanced Trello experience preferred
  • Aptitude for using online platforms and software to work remotely
Education & Experience:
  • High school diploma required or equivalent years of applicable experience
  • 0-2 years experience 
  • Associate's degree preferred

 

If you think you'd make a great match for this position but don't meet all the requirements, we would still encourage you to apply!
What eXp provides:    
  • Fully remote environment   
  • Paid time off  
  • 401k with 4% match (immediate vesting)   
  • Robust Medical, Dental, & Vision benefits   
  • Company provided equipment   
  • Monthly Technology Stipend   
  • FSA & HSA with employer contributions   
  • Stock option grant   
  • Health & Wellness incentives   
  • 100% Paid Parental Leave  

And more… 

eXp Realty and its affiliated companies are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status or disability or any other characteristic protected by law.