Client Onboarding Specialist

Lofty is a high-growth, global SaaS company serving the residential real estate market. They are seeking a Client Onboarding Specialist to guide new clients through the onboarding journey, ensuring they are equipped to maximize the value of the platform while collaborating with cross-functional teams.ResponsibilitiesGuide new clients through account setup, data migration, and initial configurationDeliver engaging training sessions via Zoom or Teams and provide educational materials tailored to each clientWork with clients to tailor the platform to their unique workflows and goalsMaintain and create resources that support the client onboarding journeyTroubleshoot issues that arise during onboarding, collaborating with internal teams as neededCoordinate with Sales, Product, and Support to ensure smooth handoffs and consistent communicationAct as the main point of contact during onboarding, addressing questions, concerns, and escalation needsHost onboarding webinars and one-on-one sessions to support adoption and engagementSkills1–3 years of experience managing client relationships in a fast-paced, high-volume environmentPrior experience in SaaS onboarding or client success preferredExcellent written and verbal communication skillsStrong problem-solving and troubleshooting capabilitiesComfortable explaining technical concepts in an easy-to-understand wayHighly organized with the ability to multitask and prioritizeCustomer-first mindset and passion for helping others succeedTechnically savvy with proficiency in Zoom, Teams, and CRM toolsDetail-oriented with strong grammar and proofreading abilitiesAble to handle confidential information with professionalism and discretionPrior experience in SaaS onboarding or client successBenefitsHealth Insurance: FREE medical coverage for employees for one of our plan options!Paid Time Off: Work hard, play hard! In addition to 10 holidays, we offer three weeks of paid time off so that you can achieve a healthy work-life balance.Paternity Leave: We support our team members as they grow their families! Once you qualify for FMLA, you are eligible to receive up to 6 weeks of paid paternity time to bond with a new child.Employee Assistance Program: We are proud to offer free access to SupportLinc, a global platform that provides on-demand care as you navigate personal or professional challenges.Team Building: We may work across time zones and countries, but we’re still united. We host a monthly schedule of team activities, quarterly town halls, open Q&A sessions, and other special events…so many fun ways for us to connect and support one another.Growth Opportunities: When our people grow…we grow! We offer leadership training, development journeys for core teams, and coaching/mentoring opportunities.Tools To Do The Job: We ensure you are hooked up with the tools, equipment, and systems you need.401(k) company match100% company-paid life/AD&D insurance/short-term disabilityCompany OverviewLofty is an AI-powered platform that offers lead generation, marketing, and advertising services for the real estate sector. It was founded in 2016, and is headquartered in Phoenix, Arizona, USA, with a workforce of 51-200 employees. Its website is https://lofty.com.



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