Customer Onboarding Specialist

5 days ago

New York, New York, United States Agora Full time $65,000 - $72,000

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.

What are we looking for
  • Lead and manage the end-to-end onboarding process for new clients, ensuring a seamless transition from sales to implementation.
  • Build and maintain strong client relationships, providing guidance and support throughout the onboarding journey.
  • Manage and analyze large data sets, using Excel and spreadsheets to ensure accurate and efficient data migration.
  • Collaborate closely with cross-functional teams (Sales, CS, Product, and Operations) to ensure client needs are met.
  • Proactively address customer inquiries and troubleshoot any issues that arise during onboarding.
  • Maintain a high level of accuracy, organization, and attention to detail across all onboarding tasks.
Requirements
  • 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.

Equal opportunity

Agora RE is an equal opportunity employer. Consistent with our mission of serving a diverse and global audience, we value a diverse workforce and inclusive culture which reflects that. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status.

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