Customer Onboarding Specialist (Exp. in legal sector)

We know you’ll Google us before applying, so let’s keep this brief. PEXA revolutionised the way that property is settled in Australia, turning a paper-based process into a digital one. Our solution is a world-first, with over 500 people across Australia and an expanding international team, we’re helping 20,000+ families into their homes each week.

We’re passionate about solving problems for our customers – always striving to set the standard for how property is bought and sold. Being awarded as one of the best places to work in Australia is a recognition of our culture and commitment to innovation, customers and our community.

We’re growing fast, that is where you come in.

We believe our success in Australia is worth sharing and that our proven technology will advance how the UK buys and sells homes.

Establishing ourselves within the UK in late 2020, we are committed to collaborating with lawyers, conveyancers, lenders, government and the property industry, to set the new standard for both remortgages and buying and selling property.

Great question! Being a PEXArian is so much more than just a job. We’re a passionate, motivated and unashamedly enthusiastic bunch at PEXA – we love what we do and we’re proud to admit it! Creating brilliant experiences for our members and their clients wouldn’t be possible without ensuring we deliver an exceptional employee experience.

We encourage you to hit your personal and professional learning and development goals with our tailored programs and tools.

We care about your holistic wellbeing

We know that work is just one aspect of your life – we want to help you create your ideal work/life blend, rather than squeezing in life around work.

You will be key to onboarding new customers (Lenders & Law Firms), onto the PEXA Platform, building a professional rapport, being positive and cheerful, to make our potential new customer feel special, providing understanding, assurance and the 5-star treatment to amaze and delight their experience! 

You will need to be proactive, flexible, and take pride in managing all interactions — seeing queries through from start to finish. You’ll document and follow up on any feedback to ensure we continuously enhance our processes in line with customer needs and expectations. Through this, you’ll build strong, trusted relationships with our customers and establish yourself as a knowledgeable PEXA specialist they can trust and rely on. 

You will start by understanding our Law Firm customer onboarding process, our customer training materials and how to use our PEXA Platform. You will manage referrals and instigate the onboarding process, hand holding the customer at each step via email, telephone or zoom, answering any questions and ensuring they are clear on what is happening.  

Once onboard, you will help them to identify a first transaction to process using the PEXA Platform, so that they experience how it works, help them to recognise the benefits and consider how PEXA can fit into their business process. 

You will use our Sales & Service Platform (Salesforce), to capture the customer profile, update with notes and progress to ensure transparency across teams and enable reporting.   

Once competent, you will further expand your capabilities and knowledge to undertake a diverse range of Operational tasks, from daily administration duties and handling customer enquiries, to managing User access queries.  

It is critical to get responses ‘right first time’ and to support this, you need to be a key contributor to the continuous improvement of our processes and creation and maintenance of training and knowledge material, ensuring we are a team who is ‘better together’ to achieve our objective of ‘first-class service’. 

Applicants must have a desire to be continually learning, be self-motivated and be prepared to be busy and comfortable working under pressure.  

Whilst most of the time, the job is based from home, you must be prepared,able and willing to travel to locations across the UK at least once a week, or more as and when required.  

Additionally, you must also be prepared to attend and support our Sales Team at industry events and roadshows. 

Customer Onboarding 

First Transaction 

Feedback, Process, Procedures, Training & Knowledge 

Essential  

Desirable 

We at PEXA are ready so if this role sounds like you apply today.

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