STRATAFOLIO Hiring for Client Onboarding Specialist Full Time

Job description
Who We Are

STRATAFOLIO is a cloud-based software solution providing asset management, operations management, investor management, data analytics, and automation, in real-time dashboards, for companies that own, manage, and lease real estate.

We are headquartered in Cedar Rapids, IA. The position is remote. However, the candidate must reside within the United States. STRATAFOLIO is unable to sponsor employment visas at this time. All applicants must be authorized to work in the United States.

Ideal Candidate

The ideal candidate is located in the United States. This person is customer-focused, takes ownership of their tasks, and is results-oriented. To be part of something transformative takes dedication. It means digging deep to break through barriers others have given up on and leveraging new technology and concepts before others figure it out. Yes, this requires some deep thought and perseverance.

NOTE: We give special notice to anyone who submits a cover letter and shares how you are this idea candidate and the value you would bring to STRATAFOLIO.

Prefer located in Iowa, Texas, or Illinois.

The Role:

● Help assist with the onboarding activities of the customers, including data entry of legal documents such as leases and loans, meetings on Zoom with the team and customers, and other software-related tasks as needed

● Assist with customer service questions
● Assist with writing Knowledge Base articles when questions repeatedly come up

Must Haves:

● Excellent customer services skills
● Patience for digging through complex, messy records from our customers
● Ability to drive projects to completion
● Attention to detail – both with data and processes
● Ability to communicate well with customers and internally (written and verbally) on progress and questions
● Ability to identify process improvements

● Team player – works closely with other team members to achieve common goals
● Strong follow-through skills
● Sense of urgency
● Ability to work effectively remotely

Preferred Skill and Experience:

● Experience in the real estate industry – owning or managing real estate, banking, realtor/broker, legal assistant

● Accounting degree
● Experience working in QuickBooks Desktop and/or Online
● QuickBooks ProAdvisor Certification

Requirements:

● Access to a space that is conducive to customer meetings
● High-speed internet connection
● Computer equipment to perform work

Benefits While Working at STRATAFOLIO

● Benefits (medical, dental, vision)
● Remote working
● Generous family policies

About STRATAFOLIO

STRATAFOLIO is an early-stage-funded startup headquartered in Cedar Rapids, IA, focused on delivering powerful analytics and automation tools for people who own and manage real estate. By joining STRATAFOLIO at this stage in our growth, you will be getting in during an exciting time as we expand our team and our product offering and take on an industry that has been woefully underserved. So, if you like the idea of working on a small team that is committed to solving big problems, this is the perfect time to jump in.

Job Type: Full-time

Job Type: Full-time

Pay: $18.00 – $23.00 per hour

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Vision insurance

Experience level:

• 3 years

Schedule:

• 8 hour shift

Application Question(s):

• Located in Iowa, Illinois or Texas

Experience:

• reading commercial leases: 2 years (Required)

Language:

• and reads English fluently (Required)

Work Location: Remote