Client Onboarding Specialist
Advocate Technologies Inc
About this role
A Client Onboarding Specialist at Advocate Technologies supports client onboarding, technical integrations, and account management. The role involves configuring accounts, ensuring data integrity, and collaborating with internal teams to translate client needs into workflows.
Skills
About Advocate Technologies Inc
tryadvocate.comAdvocate is an insurance intelligence platform for commercial real estate that helps lenders, servicers, and portfolio managers automate insurance review and compliance. The SaaS product supports the full loan lifecycle—with pre-closing and servicing workflows—to verify policies, surface gaps or endorsements, track renewals, and deliver actionable risk insights. By replacing manual review with automated validation and monitoring, Advocate speeds closings, reduces exposure to uninsured losses, and simplifies ongoing portfolio oversight. The company also offers resources around loan programs and a community to support CRE insurance operations.
About Advocate Technologies Inc
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Advocate Technologies Inc.
Salary
$130k – $184k
per year