Note: The job is a remote job and is open to candidates in USA. eXp Realty is a global full-service real estate brokerage utilizing a 3-D, fully immersive, cloud office environment. The Team Services Strategy, Sr Analyst will support the onboarding and integration of new brokerages and teams into eXp’s ecosystem, ensuring seamless and efficient onboarding experiences that align with the company’s growth goals.
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
Skills
- 2–4 years of experience in onboarding, operations, project coordination, or customer-facing roles
- 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
- Real estate experience preferred
Benefits
- Employer paid Medical coverage, as well as Dental & Vision benefits
- Company supplied equipment; laptop, monitor, headset
- Fully remote environment
- Amazing company culture
Company Overview