Client Onboarding Analyst

at Evernest

Company Overview

Evernest is a full-service real estate and property management company with a national presence and an outstanding reputation. We operate in 30+ of the nation's most investable markets and with over 15k homes under management, Evernest is recognized as one of the largest single-family and small multi-family brokers and property management companies in the country.

We’re on a mission to build something great. Our goal is to manage 25,000 homes by 2024 and 250k homes by 2030. It’s an exciting journey but we can’t do it alone. Evernest is looking for driven individuals who share our vision and are committed to our goals, core values and want to build a better future for our clients and the communities we serve.

Position Overview

Evernest is seeking a motivated, proactive and highly organized analyst to join the Onboarding Team. This small group of high performers is responsible for welcoming new clients, setting expectations and quickly stabilizing new clients and properties before they transition to our stabilized portfolio. New client satisfaction requires excellent and continuous communication, impeccable coordination and doing whatever it takes to get the job done. This team player will partner with property services, resident services, leasing and accounting to deliver best in class results and an incredible client experience. The ideal candidate will have experience in real estate, strong leadership and communication skills, and a passion for providing exceptional service.

Responsibilities

• Partner with the Director of Onboarding to build a best-in-class onboarding platform.
• Proactively communicate with new clients throughout the onboarding process, from initial welcome call to property inspection through to the first client distribution.
• Meet client SLAs by ensuring timely inspections, renovations, and property marketing, and verify new properties meet minimum standards.
• Collect and upload required documentation and complete compliance related tasks.
• Meet team SLAs, including communication response times, phone pick up rates, and completion of daily/weekly audits.
• Act as liaison between internal teams and clients to deliver an exceptional experience throughout all client interactions.
• Review and ensure the accuracy of financial statements.
• Escalate client, property or market-level concerns to the Director of Onboarding.
• Audit third-party and proprietary platforms to ensure information is accurate and up-to-date.
• Efficiently stabilize new clients and properties, ensuring a smooth transition and setting our property management teams up for success.
  
  
  

Requirements

• Bachelor's degree (Preferred).
• Local Real Estate License (Required).
• If you do not have a real estate license, you must be willing to obtain one within 90 days of your start date and hang your license with Evernest.
• 2+ years of real estate and customer service experience (Required).
• This is a remote position and requires an environment conducive to undistracted work (Required).
  
  

CORE VALUES

To be considered for this position, you must connect deeply with Evernest’s company core values:

Win Together – We put our team, the company, and our clients first. Alone we can do so little; together we can do so much.

Do the Right Thing – We operate with the highest levels of accountability and are transparent with each other, our clients, and our customers.

Own the Outcome – We are results-obsessed and continuously strive to improve our clients' experience. We are raising the bar in the industry.

Embrace the Grind – We do whatever it takes to get the job done and deliver results that matter.

Grow Daily – We are committed to improving ourselves and Evernest. We don’t accept mediocrity and always strive for excellence.