Agent Advisor – Onboarding

SERHANT.

. Assist in executing the onboarding process for new agents, ensuring a smooth and personalized experience .

Posted 10/30/2026full-timeUnited StatesJunior💰 $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in onboarding processes and customer success, with a strong focus on agent engagement and proficiency in utilizing technology and AI tools to enhance training outcomes. Capable of leading group sessions and managing multiple relationships while maintaining high standards of communication and organization.

Highest-signal resume keywords

Onboarding Process ManagementGroup Training FacilitationCRM ProficiencyCustomer Success ExperienceStrong Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

OnboardingTrainingCustomer SuccessAdministrative SupportPerformance TrackingAgent EngagementProcess ImprovementTechnology AdoptionAI Tools UtilizationRemote Work Experience

Soft Skills

Empathetic CommunicationOrganizational SkillsMultitaskingProactive MindsetAccountability

Tools & Technologies

CRMsDigital PlatformsAI-Driven ToolsProprietary TechnologyInternal AI Tools

Industry Keywords

Real Estate ExperienceOnboarding RoadmapS.MPLE RequestsCustomer ServiceCross-Functional Collaboration

About the role

Key responsibilities & impact

Assist in executing the onboarding process for new agents, ensuring a smooth and personalized experience
Lead weekly group onboarding sessions for new agent cohorts
Conduct 1:1 check-in calls with new agents during their first 90 days to reinforce training and offer guidance
Track and manage agent learning outcomes to ensure measurable progress through onboarding milestones
Become fully proficient in the SERHANT. ecosystem to provide support, answer questions, and resolve agent issues
Support faster agent proficiency by encouraging early and effective adoption of key tools and systems
Respond to agent inquiries promptly and professionally regarding technology, workflows, and expectations
Contribute to enhancements of the onboarding roadmap based on agent feedback and department priorities
Utilize internal AI tools and proprietary technology to create efficiencies in onboarding and support
Assist in handling S.MPLE requests with high-quality deliverables and timely turnarounds
Deliver outstanding customer service to create a welcoming and empowering experience for new agents
Meet performance expectations and contribute to departmental goals and KPIs, including agent engagement, onboarding outcomes, S.MPLE adoption, and service quality benchmarks
Participate in department meetings and cross-functional collaboration efforts to continuously improve the onboarding process
The company reserves the right to add or change duties at any time

Requirements

What you’ll need

1–3 years of experience in customer success, onboarding, training, or administrative support; real estate experience a plus
Experience leading small groups or training sessions in a remote environment
Strong communication skills with the ability to clearly explain systems and processes
Comfort with using CRMs, digital platforms, and AI-driven tools in a fast-paced environment
Strong organizational skills with a proactive mindset and attention to detail
Comfortable managing multiple agent relationships and follow-ups concurrently
Experience working remotely and independently while remaining highly collaborative
Available to work full-time, 40 hours per week, Monday–Friday, 9AM–5P to support SERHANT. markets
Must be currently authorized to work in the United States without the need for sponsorship now or in the future
Must live within the United States
Empathetic, people-first communicator who builds trust easily
Organized and responsive, with a natural ability to multitask
Confident presenter who can lead group sessions with clarity and high-energy
Strong sense of accountability and a desire to continuously improve
Excited by technology and process improvement, particularly in a fast-moving startup-like environment

Benefits

Comp & perks

Remote-eligible work arrangement
Occasional office work or attendance at offsites, as agreed with the manager