Onboarding Consultant CRM

4 days ago

Sydney NSW, Australia Property Me Full time

Join the National Leader in Cloud-Based Property Management

Our Story:

PropertyMe is Australia's #1 property management platform with over 60% market share. PropertyMe is used by more than 35,000 real estate professionals to manage over 1.8 million properties.

Join a growing team, in a growing business as we continue to consistently grow our core business and also expand into exciting new markets and products.

Your work will impact the day-to-day lives of millions of Australian real estate professionals, tenants and owners.

Your Mission:

We want to make real estate professionals' lives easier by helping them get the most out of their CRM. You'll ensure Property Managers, Agents, and Teams can spend less time on admin and more time on meaningful conversations that help people find their dream home. Your role will be to onboard new users, guide them through the system, and empower them to work smarter, not harder.

What You Bring:

A team player with a warm and welcoming approach to both customers and team members. A people person who thrives on being challenged and can keep their cool under pressure. Next-level organisation and efficiency with an acute eye for detail.

You will need Real Estate industry experience to empathise and instil confidence in your excited, nervous, time-poor customers and understand their unique learning needs to customise a training plan to best support them to become confident users and advocates of their new CRM system, helping them streamline workflows, manage contacts, and maximise their productivity. Processes, checklists and an amazing team of dedicated professionals who genuinely love to welcome and onboard new clients will support you. You will also need to love your numbers, your skill and expertise will help determine our customers' success and our PropertyMe reputation for excellent customer service

This role will:

  • Initiate onboarding and training plans

  • Checkin calls throughout the onboarding journey to ensure customer satisfaction and success

  • Create conversion balances

  • Responding to support tickets

  • Phone and Zoom support

  • Data migration support and troubleshooting

  • Coordinate and support data transfers

  • Assist clients with receipting/reconciling their CRM account

  • Ensure clients are responded to within agreed SLAs

  • Assist the Onboarding and Data Service team as required

  • Confidently navigate through internally used programs such as Slack, Trello, Google Suite, Salesforce and Zendesk

  • Gather website requirements and coordinate with the website team

  • Assist the website team as required

If you can share examples of the above traits and talk through scenarios that let these attributes shine we would love to chat with you.

The Benefits and Perks

  • A nurturing and empowering team to help you reach your full potential

  • Hybrid work environment 2 days from office

  • Beautiful office in Sydney CBD

  • Vibrant culture

  • Regular milestone parties

  • Job security working for one of Australia's leading PropTech companies

It's uncertain times at the moment, but there's nothing uncertain about the opportunity here at PropertyMe, We're building something special and we want to chat to you about joining us, no matter your background. Apply now or check out our People & Culture team on LinkedIn, we're always open for a chat

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