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Agora RE

Customer Onboarding Specialist, New York

Reposted 22 Days Ago
In-Office or Remote
Hiring Remotely in New York, NY
65K-72K Annually
Entry level
In-Office or Remote
Hiring Remotely in New York, NY
65K-72K Annually
Entry level
As a Customer Onboarding Specialist, you will manage the onboarding process for clients, ensuring data accuracy and an exceptional customer experience.
The summary above was generated by AI

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 management—from fundraising and onboarding to reporting, distributions, tax, and back-office automation.

But we’re more than just software. We’re 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 we’re growing fast. We’ve 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 Insider’s Hottest PropTech Startups. 

We’re looking for a detail-oriented and data-driven Customer Onboarding Specialist to join our New York or Austin team. In this role, you’ll 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.

  • 1-2 years of experience in a customer-facing role, preferably within SaaS
  • Strong communication skills with the ability to articulate complex concepts clearly and concisely.
  • Advanced 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.

Compensation: For candidates based in New York, the salary range for this role is $65,000–$72,000. Compensation for candidates in other locations, including Austin, will be determined based on regional market rates and experience.

Top Skills

Excel

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