Team Services Strategy, Analyst - (REMOTE)

About the position Position at eXp Realty® We are one of the first work-from-anywhere companies with 2,000+ team members utilizing our virtual office called eXp World. This role is work-from-anywhere in the US. Who is eXp? Doing the audacious is part of eXp Realty’s DNA. We are a company that rewards creative minds who can offer bold solutions, where opinions matter, anything is possible and the outcome can be revolutionary. As a global full-service real estate brokerage utilizing a 3-D, fully immersive, cloud office environment, offering 24/7 access to collaborative tools & training, eXp has broken the traditional mold of real estate. We are doing big things. Come join us at eXp Realty – a 8x Glassdoor Best Places to Work organization! What you will do: As the Team Services Strategy, Sr Analyst you will support the successful onboarding and integration of new brokerages and teams into eXp’s ecosystem. In this role, you will coordinate and guide the onboarding lifecycle while applying independent judgment in navigating unique team structures and transition scenarios. You’ll work cross-functionally with internal departments and team stakeholders to ensure seamless, efficient, and scalable onboarding experiences that support the company’s growth goals. 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. How you will make an impact: Deliver exceptional onboarding experiences that reinforce eXp’s value to teams and brokerages. Navigate onboarding variability with sound judgment, collaborating where necessary and acting independently where appropriate. Identify inefficiencies or process improvement opportunities and participate in efforts to scale onboarding effectiveness. Build trusted relationships across departments by proactively communicating and collaborating on shared deliverables. Maintain a consistent and organized approach to documentation, reporting, and operational readiness. How you will grab our attention: 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. 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 If you think you’d make a great match for this position but don’t meet all the requirements, we would still encourage you to apply! What eXp provides: Fully remote environment Flexible Time Off for Salaried Employees 401k with 4% match (immediate vesting) Robust Medical, Dental, & Vision benefits Company provided equipment Monthly Technology Stipend FSA & HSA with employer contributions Stock option grant Health & Wellness incentives 100% Paid Parental Leave EEO Statement: We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, eXp is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics under federal, state or local law.

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.

Requirements

• 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.
• 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

Benefits

• Fully remote environment
• Flexible Time Off for Salaried Employees
• 401k with 4% match (immediate vesting)
• Robust Medical, Dental, & Vision benefits
• Company provided equipment
• Monthly Technology Stipend
• FSA & HSA with employer contributions
• Stock option grant
• Health & Wellness incentives
• 100% Paid Parental Leave

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