Customer Onboarding Specialist Austin

Agora is a leading SaaS and FinTech platform transforming how real estate investment firms manage their capital investors and operations. Trusted by 700 GPs owners/operators and investment firms globally we help teams streamline the full lifecycle of investment managementfrom fundraising and onboarding to reporting distributions tax and back-office automation.

But were more than just software. Were a team of bold thinkers innovators and real estate enthusiasts who believe complex processes should feel simple. Our platform combines modern technology with expert services helping our customers raise more capital deliver a better investor experience and scale their businesses smarter.

Agora is backed by top-tier VCs like Insight Partners and Qumra Capital and were growing fast. Weve been named one of Globes Most Promising Startups recognized as a Best Start-Up Companies to Work For by Duns 100 and one of Business Insiders Hottest PropTech Startups.

The Role:

Were looking for a detail-oriented and data-driven Customer Onboarding Specialist to join our Austin this role youll manage the full onboarding and implementation process for new clients guiding them through a smooth transition ensuring accurate data setup and delivering an exceptional customer experience.

This position is client-facing requires strong analytical skills and involves extensive work with Excel and data management.

• Lead and manage the end-to-end onboarding process for new clients ensuring a seamless transition from sales to implementation.
• Build and maintain strong client relationships providing guidance and support throughout the onboarding journey.
• Manage and analyze large data sets using Excel and spreadsheets to ensure accurate and efficient data migration.
• Collaborate closely with cross-functional teams (Sales CS Product and Operations) to ensure client needs are met.
• Proactively address customer inquiries and troubleshoot any issues that arise during onboarding.
• Maintain a high level of accuracy organization and attention to detail across all onboarding tasks.

Agora Software is an equal opportunity employer. Consistent with our mission of serving a diverse and global audience we value a diverse workforce and inclusive culture which reflects that. We encourage applications from all qualified individuals without regard to race color religion gender sexual orientation gender identity or expression age national origin marital status disability and veteran status.

Requirements:

• Strong communication skills with the ability to articulate complex concepts clearly and concisely.
• Proficiency in Excel (data cleaning formulas pivot tables etc.).
• A genuine passion for working closely with customers understanding their needs and delivering exceptional service.
• Strong project management skills able to manage multiple clients and timelines simultaneously.
• A proactive solution-oriented mindset with strong ownership and accountability.
• Prior experience in a customer-facing role preferably within SaaS - an advantage.

Salary range for this position - $65K/yr - $70K/yr