Team Services Strategy, Analyst

Job Description

REQUIREMENTS

• 2–4 years of experience in onboarding, operations, project coordination, or customer-facing roles; real estate experience preferred.
• Confidence leading calls with external stakeholders, guiding them through complex or unfamiliar processes
• Strong organizational and documentation skills, with an eye for detail and follow-through.
• Proficiency with CRM tools and project platforms (e.g., HubSpot, Google Workspace, spreadsheets).
• Self-motivated with the ability to operate independently in a fast-paced, remote environment.
• Ability to prioritize effectively, communicate clearly, and contribute to cross-functional teamwork.
• Excellent communication skills both written and verbal
• Agile/Flexible attitude
• Conflict resolution and active listening: the ability to assess a customers need or concerns and deliver solutions using critical and creative thinking
• Remote Work experience required
• Dedicated home-office/work space

RESPONSIBILITIES

• Own and execute structured onboarding plans for new teams and brokerages, from discovery through post-onboarding engagement.
• Lead Discovery Calls with Team Leaders to assess structure, gather critical transition data, and recommend appropriate onboarding pathways.
• Evaluate production data and rosters to support team structure validation and determine when CEAs or exceptions apply.
• Act as a liaison between sponsors, brokers, and internal teams, managing expectations and timelines during the onboarding journey.
• Collaborate with Brokerage Operations, Growth, and Transaction Management to coordinate onboarding logistics and align deliverables.
• Track and manage onboarding progress using HubSpot, spreadsheets, and project tracking tools; ensure accurate and timely data capture.
• Exercise discretion in resolving onboarding challenges and adapting plans for edge cases or region-specific needs.
• Support the development of onboarding SOPs, resource documents, and process improvements based on learnings from the field.
• Maintain high-touch communication and proactive follow-ups with team leads and stakeholders, ensuring clarity and satisfaction throughout the transition.
• Contribute to retention and engagement strategies for onboarded teams by identifying early friction points and success indicators.

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