Client Onboarding Specialist
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Job Summary
Working remotely in a full-time capacity, the Client Onboarding Specialist will guide new and existing clients through the onboarding process, providing training and support for product setup while managing multiple projects and maintaining effective communication.
Key responsibilities
- Guide clients through onboarding by setting clear expectations and providing support via email, phone, and video calls
- Simultaneously manage multiple onboarding projects, ensuring timely follow-through and clear communication
- Provide training on ButterflyMX products and assist clients with troubleshooting and integrations
Required qualifications
- 2+ years of experience in client onboarding, client support, or customer service, preferably in a technology or SaaS environment
- Experience using Zendesk or similar ticketing platforms to manage client requests
- Strong problem-solving skills and technical aptitude with the ability to learn new products quickly
- Proactive approach with a focus on ownership and reliable follow-through
- Knowledge of property management or proptech is a plus
Complete Job Description
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