9 часов назад
Client Onboarding Specialist (SaaS)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Onboarding Specialist (SaaS): Guiding new property-management clients through platform implementation, configuration, training, and early adoption with an accent on launch coordination, customer communication, and AI-assisted workflow execution. Focus on identifying onboarding risks, resolving implementation blockers, improving playbooks, and maintaining secure customer-data practices.
Location: Lehi, Utah, United States; onsite, team-oriented environment
Company
provides a resident experience SaaS platform for property management companies to collect and act on real-time resident feedback.
What you will do
- Coordinate onboarding activities from post-sale handoff through successful client launch.
- Partner with Sales and internal stakeholders to clarify client goals, timelines, scope, and setup requirements.
- Configure the platform and guide customers through onboarding calls, training, and adoption best practices.
- Track milestones, maintain documentation, communicate progress, and escalate risks or blockers.
- Collaborate with Support, Customer Success, Product, and other teams to resolve implementation issues.
- Use AI-supported tools responsibly for meeting notes, customer context, risk identification, and workflow improvements.
Requirements
- At least 1 year of experience in onboarding, implementation, customer support, customer success, training, hospitality, project coordination, or a related customer-facing role; equivalent experience is considered.
- Strong written and verbal communication skills, with the ability to explain next steps clearly.
- Excellent organization and follow-through across multiple tasks, timelines, and client needs.
- Ability to learn new software quickly and use systems consistently.
- Proactive, coachable approach to problem-solving and sound judgment.
- Interest in using AI tools thoughtfully and responsibly.
Nice to have
- Experience in SaaS, proptech, property management, or technology-enabled services.
- Experience with customer onboarding, implementation, training, or account setup workflows.
- Familiarity with HubSpot, ClickUp, Google Workspace, Slack, or similar tools.
Culture & Benefits
- Autonomous, collaborative, and fast-moving work environment.
- Medical, dental, vision, and group life insurance, with covering 40–90% of premiums for employees and dependents.
- 401(k) plan with corporate matching and pre-tax HSA.
- Paid parental leave, unlimited time off, and 10 paid holidays annually.
- Monthly wellness reimbursement.
- Benefits are available only to full-time employees.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →