Client Onboarding Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist both new and existing clients during the onboarding process by conveying essential steps, setting expectations, and explaining ButterflyMX solutions through email, phone, and video support.

• Manage the onboarding of multiple projects and clients simultaneously with effective communication and prompt follow-through.

• Deliver initial and refresher training on ButterflyMX products, administrative tools, and pertinent features.

• Aid in product setup, integrations, troubleshooting, onboarding challenges, and rallying internal teams as necessary.

• Keep precise records, ticket updates, and onboarding documentation.

• Work collaboratively with Client Success, Technical Support, Implementation, and other internal teams to enhance client outcomes and continuity.

• Recognize recurring inquiries, onboarding obstacles, and opportunities to enhance client education, processes, and resources.

⛳️ Requirements

• Over 2 years of experience in client onboarding, client support, customer service, or a comparable client-facing role, preferably in a technology or SaaS setting.

• Familiarity with Zendesk or a similar ticketing system to manage client requests, document interactions, and monitor resolutions.

• Exceptional written and verbal communication skills, including the capability to clarify technical concepts to non-technical audiences.

• Strong organizational skills and attention to detail, with the ability to handle multiple requests and priorities effectively.

• Proficient problem-solving abilities and technical aptitude, with a quick learning curve for new products, systems, and integrations.

• Proactive and ownership-driven mindset with dependable follow-through and sound judgment.

• Ability to work autonomously while effectively collaborating with internal teams and client stakeholders.

• Maintain a professional, client-centered demeanor by keeping your camera on during scheduled video calls with clients.

• Demonstrated experience utilizing AI tools in both professional and personal environments.

• Capability to enhance efficiency through the use of AI.

• Authorization to work in the United States.

• Knowledge of property management, proptech, or hardware-enabled SaaS is advantageous.

🏝️ Benefits

• Comprehensive Medical, Dental and Vision plans (ButterflyMX covers 80% of the cost) starting day 1.

• 401(k) plan with a match.

• 10 paid holidays.

• 20 vacation days.

• 5 sick days.

• 3 floating holidays.

• Basic Life and Accidental Death and Dismemberment Insurance (ButterflyMX covers 100% of the cost).

• Short and Long Term Disability (ButterflyMX covers 100% of the cost).

• Paid Family Leave.

• Employee Assistance Program.

• Quarterly self-care stipends.

• Optional pre-tax flexible healthcare spending accounts (FSA and HSA).

• Optional Dependent Care FSA.

• Optional Commuter Benefits.

• Optional Supplemental Life, AD&D, Hospital Indemnity, Legal, Accident, Critical Illness, Pet, and Personal Liability Insurance.

• Potential eligibility for bonuses, equity, or other forms of compensation, where applicable.