Team Services Strategy, Analyst

About the role

This role is work-from-anywhere in the US. The ideal candidate will support the successful onboarding and integration of new brokerages and teams into eXp’s ecosystem.

Responsibilities

• Support the successful onboarding and integration of new brokerages and teams into eXp’s ecosystem
• Coordinate and guide the onboarding lifecycle while applying independent judgment in navigating unique team structures and transition scenarios
• Own and execute structured onboarding plans for new teams and brokerages, from discovery through post-onboarding engagement
• Evaluate production data and rosters to support team structure validation and determine when CEAs or exceptions apply
• Lead Discovery Calls with Team Leaders to assess structure, gather critical transition data, and recommend appropriate onboarding pathways
• Work cross-functionally with internal departments and team stakeholders to ensure seamless, efficient, and scalable onboarding experiences that support the company’s growth goals
• 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

Qualifications

• 2–4 years of experience in onboarding, operations, project coordination, or customer-facing roles; real estate experience preferred
• 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
• Able 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 customer's need or concern and deliver solutions using critical and creative thinking

Benefits

Employer paid Medical coverage, as well as Dental & Vision benefits
Company supplied equipment; laptop, monitor, headset
Fully remote environment
Amazing company culture

Pay

N/A

Schedule

N/A