What are the responsibilities and job description for the Client Onboarding Specialist position at Crawford Hoying?
Client Onboarding Specialist – TurnIt
Summary
TurnIt is currently looking for a highly motivated and customer-centric Client Onboarding Specialist. The selected individual will play a critical role in guaranteeing that our clients experience a smooth and efficient process from initial onboarding to sustained achievement. Prospective candidates should possess a blend of real estate expertise and a keen interest in technology, enabling them to effectively guide clients in utilizing our systems for optimal results. This role combines customer success with onboarding responsibilities, providing an exciting opportunity to make a tangible impact. TurnIt (part of Crawford Hoying’s business ventures portfolio) is a dynamic startup focused on delivering innovative property management solutions in the real estate industry and beyond. As TurnIt continues to grow, we are looking for a driven and adaptable team member to join us.
Job Responsibilities (responsibilities may include but are not limited to the following)
The Client Onboarding Specialist works at the corporate office in Bridge Park and regularly interfaces with external and internal customers, merchants, clients, partners, and the public. Office hours are Monday-Friday, 8:00am-5:00pm. Approximately 15% of this role will be devoted to traveling to other Crawford Communities located throughout Central Ohio. Some evening and weekend hours will be required at times throughout the year.
Reporting Structure
The Client Onboarding Specialist reports to CEO of TurnIt. The Client Onboarding Specialist will have operational support from Crawford Hoying staff.
Physical Requirements
The candidate’s physical condition must be sufficient for the consistent and successful completion of the responsibilities defined for this position and for conformance with all professional standards defined for this position. This position frequently requires standing, walking, sitting, and reaching with hands and arms. It may require lifting up to twenty-five pounds. This employee must be able to drive during the course of work.
Summary
TurnIt is currently looking for a highly motivated and customer-centric Client Onboarding Specialist. The selected individual will play a critical role in guaranteeing that our clients experience a smooth and efficient process from initial onboarding to sustained achievement. Prospective candidates should possess a blend of real estate expertise and a keen interest in technology, enabling them to effectively guide clients in utilizing our systems for optimal results. This role combines customer success with onboarding responsibilities, providing an exciting opportunity to make a tangible impact. TurnIt (part of Crawford Hoying’s business ventures portfolio) is a dynamic startup focused on delivering innovative property management solutions in the real estate industry and beyond. As TurnIt continues to grow, we are looking for a driven and adaptable team member to join us.
Job Responsibilities (responsibilities may include but are not limited to the following)
- Lead the onboarding process, ensuring that new clients are established into the platform and are utilizing TurnIt effectively
- Serve as the main point of contact for customer inquiries and issues, providing timely and effective solutions
- Build strong relationships with clients to ensure long-term satisfaction and success with the platform
- Assist clients in navigating and utilizing TurnIt technology systems, troubleshooting issues, and offering best practices
- Collaborate with the sales, product, and technical teams to ensure that client needs are met
- Provide training and support on the use of the platform and relevant systems
- Monitor client success metrics, offering proactive solutions to improve engagement and outcomes
- Perform other duties as assigned
- The 7 Core Values that Crawford Hoying has established to maintain its desired culture
- Communication response time and professionalism
- Ownership and accountability
- Development, implementation, and monitoring of goals, objectives, and action plans
- Face-forward interaction and engagement with merchants, clients, partners, and the public
- A willingness to take on projects and learn a variety of concepts, practices, and procedures
- A minimum of 2 years of experience in real estate property management, preferably as a property manager, leasing agent, or maintenance technician
- Familiarity with onboarding clients on real estate technology systems, such as RealPage, AppFolio, Yardi, or similar platforms
- Ability to thrive in a fast-paced startup environment with a hands-on approach to customer success
- Effective problem-solving skills
- Self-starter mindset and an ability to work independently
- Excellent communication skills, both verbally and in writing
- Valid driver’s license and reliable transportation
The Client Onboarding Specialist works at the corporate office in Bridge Park and regularly interfaces with external and internal customers, merchants, clients, partners, and the public. Office hours are Monday-Friday, 8:00am-5:00pm. Approximately 15% of this role will be devoted to traveling to other Crawford Communities located throughout Central Ohio. Some evening and weekend hours will be required at times throughout the year.
Reporting Structure
The Client Onboarding Specialist reports to CEO of TurnIt. The Client Onboarding Specialist will have operational support from Crawford Hoying staff.
Physical Requirements
The candidate’s physical condition must be sufficient for the consistent and successful completion of the responsibilities defined for this position and for conformance with all professional standards defined for this position. This position frequently requires standing, walking, sitting, and reaching with hands and arms. It may require lifting up to twenty-five pounds. This employee must be able to drive during the course of work.
