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Team Services Strategy, Analyst - (REMOTE) Onboarding Remote, 20 Locations Req ID: 1394 · Full-Time Team Services Strategy, Analyst - (REMOTE)



Posted on Thursday, June 27, 2024


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. in the Central or Eastern time zone.
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 7x 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
  • 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:
  • High school diploma required or equivalent years of applicable experience
  • 0-2 years experience
  • Associate's degree preferred
  • 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
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 Realty 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
  • Health & Wellness incentives
  • 100% Paid Parental Leave
We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, eXp is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics under federal, state or local law.