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Client Operations Specialist

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Client Operations Specialist

Homebot is an exciting, fast-growing start-up, revolutionizing how homeowners build wealth with the single largest asset they’ll ever own -- their home.

We sell our platform services to real estate agents, lenders, and loan servicers as a way to keep customers engaged long after the sale is complete.

Our customers love us and we love them!

We are growing rapidly and are in need of a driven, team-oriented, and self starting Client Operations Specialist to join our hard-working team that comes together and successfully reaches company goals.

If this opportunity gets you pumped - perfect! Apply below and we look forward to speaking with you soon.

Who We Strive To Be:

Servant Leaders: Serving our teammates and customers first, with the purpose of enabling and supporting them to be successful
Learners: We learn and share from experiences and mistakes
One Team: We make decisions, get in the same boat, and paddle together

Characteristics of an Incredible Homebot Client Operations Specialist:

Quick learner, enjoys wearing many hats, and happy to help wherever needed
Accuracy and attention to detail - a little OCD goes a long way in this role!
Time management - prioritizing your day will help ensure success
Solutions creator who takes initiative and adds value
Patient, friendly, and maintains a stellar attitude through chaos and change

What You’ll Do:

Data, data, and more data! Filter and “clean” a high volume of customer data to be imported into our production database within our SLA
Responsible for assisting in various aspects of the Customer Success and Operations team
Respond to customer inquiries via Intercom, email, phone, etc. in a timely manner
Locate and define new process improvement opportunities
Identify and assess customers’ needs to achieve satisfaction
Handle customer challenges, provide appropriate solutions and alternatives, and follow up to ensure resolution
Help identify bugs, gather steps to reproduce, and report to Product team for resolution - keeping customer apprised along the way
Help report important KPIs to help the company make key business decisions

Experience & Qualifications:

Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
Basic to intermediate experience with spreadsheets/functions (Excel, Google Sheets, manipulating data)
1+ years of proven customer support experience
Ability to multi-task, prioritize, and manage time effectively
Excellent communications skills, written and verbal; you will be dealing with very polished users
Ability to work cross-functionally between all departments of Homebot

Bonus if:

Bachelor’s Degree in Information Management, Mathematics, Economics, Computer Science or Statistics
Start-up Experience
You are familiar with Real Estate and/or Mortgage Lending and the different stakeholders involved with homeownership

Perks/Benefits:

Experienced leadership team with success in multiple exits
Health benefits, 401K & EcoPass
Flexible vacation policy - we believe in taking care of yourself
Office in WeWork on Platte Street - cold brew & kombucha for days!
Opportunities for growth!

More about Homebot:

Problem we’re solving:

The US homeownership market is the largest asset class in the world at $30 trillion but is essentially an “unmanaged” asset that causes homeowners to leave billions of dollars on the table every year. At the same time, loan officers and real estate agents spent $20 billion a year on desperate attempts to maintain mindshare and loyalty with their past clients in hopes of gaining more repeat and referral business.

Our solution:

Each month, Homebot delivers a personalized report to homeowners that tracks home value, mortgages and market conditions, advice about when to buy or sell, when to refinance, when to drop mortgage insurance, how to save by strategically paying principal payments, and even estimates potential rental income from Airbnb. Homebot helps homeowners build wealth faster by making them feel empowered and confident about making smart home finance decisions.

But the only way a homeowner can get Homebot is from their lender or real estate agent, and this is where we make magic happen. Homebot respects the existing relationships between homeowner, lender and real estate agent and becomes a machine for generating repeat and referral business while creating incredible loyalty by providing something their clients actually love to receive - every month.

It’s definitely a game-changer and we are truly making an impact. Join our team and be a part of something big!

Check out our website at www.homebot.ai

* We realize your time is very valuable. Please do not apply if you do not have the minimum experience for this role. Thank you! *

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Emily Davis

Technical Lead

Culture goes deep

Perks and benefits that let employees unplug

Davis cherishes Homebot’s generous time off, from PTO to quarterly mental health days to volunteer days. She also appreciates the 12-week parental leave policy. “I love watching my colleagues use that time during what is the most exciting time in their lives,” she said. In her five years at Homebot, Davis has seen the People Operations team innovate to offer employees benefits that matter, like time to unplug. “Whether it’s how we structure a meeting, what we do for fun or how we interview people, there’s nothing too big or small to keep iterating on until we get it right,” she said.

Homebot has consistently demonstrated a commitment to building a culture that isn’t shallow.

Mia Gerardi

Business Intelligence Analyst

Finding support

Managers open doors for development

Gerardi’s journey started with a manager who made space for her to discuss her long-term goals. When she expressed interest in moving from Customer Success to Data Analytics, her manager connected her with a Homebot leader who helped her carve her path. “It was amazing to work with a manager who listened to my career goals and then used her influence to open that door for me,” Gerardi said. Her manager created time for her to complete hands-on training and work with a mentor. Her new manager also scheduled weekly one-on-ones and invited her to shadow the team and attend skill-building events.

It’s rare to find a company that believes in cultivating people’s passions. By giving people the opportunity to do what they love, Homebot makes it possible for employees to create their best work.

Cody Hoskin

Director, Legal and Compliance

Solutions that serve

Dedicated opportunities to improve the culture

Homebotters have “seemingly limitless” chances to shape a positive company culture. Leadership’s open-door policy allows employees to discuss ideas, and the People Operations team solicits quarterly feedback about ways to improve culture. True to Homebot’s value of collaboration, cross-functional teams address company-wide concerns. Hoskin recently joined a team tasked with improving the ability for employees to connect with each other. Their work led to a shadowing program, a community service event and more events intended to create space for remote employees to engage with their peers.

Homebot’s company culture — with its emphasis on open communication, mutual respect and creativity — enables us to come up with a solution that accounts for all stakeholders and best serves the company as a whole.

What are Homebot Perks + Benefits

Homebot Benefits Overview

We believe in a collaborative, fun work environment. And when we say we have an awesome culture, we mean it. The team members who work here are passionate about the product but they are also passionate about how they interact with their teammates. We are respectful and professional when we need to be, and goofy and fun when it’s time to celebrate a win. We realize we might be a little biased so we encourage you to check out our Glassdoor reviews.

We appreciate and value what our team members do every day, so we offer some amazing benefits to reward them.

Culture

Volunteer in local community

We work with Habitat for Humanity and the Salvation Army

Partners with nonprofits

We partner with Habitat for Humanity to do 2 volunteer days per year.

Open door policy

OKR operational model

Team based strategic planning

Pair programming

Open office floor plan

Hybrid work model

In-person all-hands meetings

Flexible work schedule

Homebot provides employees with a flexible work schedule that includes Flexible start and end times.

Remote work program

Diversity

Documented equal pay policy

Mandated unconscious bias training

Mean gender pay gap below 10%

Hiring practices that promote diversity

Health Insurance & Wellness Benefits

Flexible Spending Account (FSA)

Disability insurance

Dental insurance

Vision insurance

Health insurance

Life insurance

Wellness programs

Mental health benefits

We offer an employee assistance program, as well as Mental Health Coaches

Financial & Retirement

401(K)

401(K) matching

Homebot matches 100% on the first 3% and an additional 50% on the next 2%(Homebotter contributes 5% and receives 4% from Homebot!)

Company equity

Equity Appreciation Program for people managers

Performance bonus

Child Care & Parental Leave Benefits

Generous parental leave

We provide 12 paid weeks of parental leave!

Family medical leave

Adoption Assistance

Vacation & Time Off Benefits

Paid volunteer time

Included under our Flexible Time Off program

Paid holidays

Homebot offers all employees paid time off to observe all major holidays (10 days paid time off).

Paid sick days

Homebot offers 48 hours of sick time, separate from FTO, for all full time employees.

Flexible time off

Office Perks

Commuter benefits

Homebot provides an EcoPass for the light rail and bus system, which can be used on any rail line, bus line (including to the airport). We also offer a Parking/Transportation Reimbursement.

Company-sponsored outings

Homebot has quarterly offsite company events.

Free snacks and drinks

Some meals provided

Homebot provides a weekly catered lunch in-office on Thursdays!

Company-sponsored happy hours

Relocation assistance

Relocation reimbursement for out-of-state moves to the Denver area for some roles (see job descriptions).

Home-office stipend for remote employees

Professional Development Benefits

Job training & conferences

Homebot offers employees professional development opportunities like certifications and conferences to further develop industry knowledge.

Tuition reimbursement

Homebot will match 25% up to a maximum of $5,000 per year for continuing education through an accredited program

Lunch and learns

Homebot hosts lunch and learn meetings on occasion.

Promote from within

Mentorship program

Continuing education stipend

Continuing education available during work hours

Online course subscriptions available

Customized development tracks

Paid industry certifications

Personal development training

Additional Perks + Benefits

We believe in a collaborative, fun work environment. And when we say we have an awesome culture, we mean it. The team members, aka Homebotters, are not only passionate about our product, but also about how they interact with each other. We push ourselves every day to be better, challenge each other to continuously grow, and to have fun doing it. We are professional when we need to be and goofy when it’s time to celebrate a win.

One way we stay close is by attending Thankful Thursdays - a 1x a monthly event where we come together to recognize our teammates for something we appreciated in the last month. We also have catered in-office lunches weekly on Thursdays for our All Hands meetings.

View full list of perks + benefits

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