Agora RE Logo

Agora RE

Customer Onboarding Specialist, New York

Reposted 25 Days Ago
In-Office or Remote
Hiring Remotely in New York, NY
Entry level
In-Office or Remote
Hiring Remotely in New York, NY
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

Similar Jobs at Agora RE

25 Days Ago
In-Office or Remote
New York, NY, USA
Entry level
Entry level
Fintech • Real Estate • PropTech
As a Sales Development Representative, you will generate qualified sales opportunities through prospect outreach via phone, email, and social media, collaborate with the sales team, and engage inbound leads.
25 Days Ago
In-Office or Remote
New York, NY, USA
Senior level
Senior level
Fintech • Real Estate • PropTech
The Account Manager will build and maintain relationships with existing customers, identify growth opportunities, and ensure customer satisfaction while collaborating with internal teams.
Top Skills: HubspotLinkedin Sales NavigatorSalesforce
25 Days Ago
In-Office or Remote
New York, NY, USA
Junior
Junior
Fintech • Real Estate • PropTech
As a Customer Success Manager, you will guide clients to maximize the value from our platform, driving adoption and retention.
Top Skills: B2B Saas

What you need to know about the Calgary Tech Scene

Employees can spend up to one-third of their life at work, so choosing the right company is crucial, not just for the job itself but for the company culture as well. While startups often offer dynamic culture and growth opportunities, large corporations provide benefits like career development and networking, especially appealing to recent graduates. Fortunately, Calgary stands out as a hub for both, recognized as one of Startup Genome's Top 100 Emerging Ecosystems, while also playing host to a number of multinational enterprises. In Calgary, job seekers can find a wide range of opportunities.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account