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 50+ of the nation's most investable markets and manage over 24,000 homes. We are a high-performing team, and our culture is second to none. Built on core values that drive collaboration, innovation, and the relentless pursuit of excellence, we’re not just another property management company. Our dedicated people, proprietary technology, and commitment to continuous improvement are changing an industry.

Our goal is to manage 250,000 homes by 2030, and we’re looking for driven individuals who share our vision. Join us on this exciting journey to build something great, and play a key role in shaping the future of property management, making a lasting impact on our clients and the communities we serve.

Position Overview

Evernest is seeking a motivated, proactive and highly organized Client Onboarding Analyst to oversee the day-to-day operations of a portfolio of properties new to Evernest. The Onboarding Analyst is primary responsibility is owner satisfaction which requires excellent communication and impeccable coordination. The role touches marketing, leasing, collections, resident relations, retention, maintenance and renovations so you will partner with Resident Services, Accounting, Leasing and Property Services to deliver best in class results. The ideal candidate should have a background 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 welcome call to property inspection through to the first owner distribution.
• Meet client SLAs by ensuring timely inspections, renovations, and property marketing, and ensuring new properties meet minimum requirements.
• Collect and upload required documentation and complete compliance-related tasks.
• Meet team SLAs, including communication response times, phone pick-up rates, and daily/weekly audit completions.
• Act as liaison between internal teams and clients to deliver an unparalleled experience through all client interactions.
• Review and ensure the accuracy of owner 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, setting our property management teams up for success.
  
  
  

Requirements

• Bachelor's degree
• A minimum of a State Real Estate Sales License is required within 90 days of employment start. Evernest will cover the costs of coursework, exam fees and application requirements. You will be required to transfer your Real Estate License under the Evernest brokerage at the start of your employment (Required).
• 2+ years of real estate and customer service experience
• This is a remote position and requires an environment conducive to undistracted work
  
  
  

CORE VALUES

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

Win Together – Without sacrificing our core beliefs, we will always put the Team (our Owners, our Residents, and each other), first. Individually, we can only achieve so much; as a team, everyone can meet, and exceed their goals.

Do the Right Thing - We will always be honest with each other, our residents, and our owners. We operate a truth-based property management company with high levels of accountability, regardless of how it affects us individually or as a company.

Own the Outcome – We will continuously strive for the best way to serve our Owners by frequently updating our processes, pushing ourselves never to be stagnant and never accepting the status quo. We are determined to revolutionize this industry.

Embrace the Grind – Beginning with just 30 houses to now almost 15,000, it has taken an extreme amount of hustle and perseverance to grow Evernest. We believe this benefits our clients because we are committed to whatever it takes to lease your home to a well-qualified tenant, collect rent, communicate effectively, and manage the day-in and day-out processes that keep you happy.

Grow Daily – Our team of professionals commits themselves to daily disciplines both inside and outside the office. The positive habits we create in life impact our company and our clients. It´s not an easy business, and there´s no substitute for disciplined habits if you want to remain successful.