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Client Onboarding Lead - Lease Administration and Portfolio Intelligence

Full Time
Real Estate Field
  • Corporate Real Estate
Postal Code
United States

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Client Onboarding Lead - Lease Administration and Portfolio Intelligence


RefineRE, a fast-growing PropTech company based in Dallas, Texas, is searching for a dynamic Client Onboarding Specialist to lead client onboarding activities for our corporate real estate clientele. This is an exciting role with a ton of growth potential for a demonstrated leader with Lease Administration and/or corporate real estate software experience.



The Client Onboarding Specialist will work with both the Sales and Product teams to facilitate the seamless integration of the RefineRE platform into our customer’s technology and data stacks. The mission is to provide our customers with a fantastic onboarding experience that they want to tell their friends about. Responsibilities include:


  • Facilitating the discovery and documentation of client’s current data and technology, primarily Lease Administration tools and other CRE critical software
  • Auditing customer lease administration data, in conjunction with our Data team, to determine areas of strength as well as those in need of improvement
  • Working with our Product team to map customer data to our platform and automate the ETL process
  • Determining other areas of data focus for clients and provide ideas/framework for implementation
  • Helping clients to understand and value the ROI that they gain by putting their corporate real estate data to work



  • 3 Years + of Lease Administration and/or other Corporate Real Estate Software experience (IWMS, CAFM, etc.)
  • Strong written and verbal communication skills with a desire to interact with customers/end-users daily
  • Analytical background with strong skills in MS Excel, R, Python, SQL, etc. are a big plus but not required
  • Problem-solving attitude and ability to adapt in a fast-paced environment
  • Willingness to travel in order to interact with customers





Competitive, based on experience with commission available for successful client onboarding



Why working at RefineRE is great


  • You will be surrounded by an amazing team of smart, talented, and fun people in a great, lively workplace 
  • We pride ourselves on superior work/life balance - it s a marathon, not a sprint
  • Awesome culture: Quarterly team offsites, happy hours and value place on flexibility
  • High-end office space and fridges stocked with high-quality food and drinks
  • Medical and dental benefits for employees and eligible dependents
  • Unlimited vacation and sick leave

Job Functions

  • Corporate Services
  • Portfolio Management
  • Technology

Job Sectors

  • Industrial
  • Office


2+ to 5 years

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