Client Onboarding Specialist

Job Summary

A company is looking for a Client Onboarding Specialist responsible for guiding new partners through successful integration and activation.

Key Responsibilities

• Interact with partners professionally and conduct presentations and product demonstrations
• Manage partner timelines and touchpoints, ensuring key milestones are met
• Onboard new partners, providing initial training and facilitating their transition to dedicated advisors

Required Qualifications

• 3+ years of sales or partner-facing support experience, preferably in real estate
• 2-3 years of experience in the real estate sector
• Experience in onboarding or training new customers
• Proficiency with CRM systems like Salesforce and work management tools like Smartsheet
• College degree preferred