Client Onboarding Specialist
Client Onboarding Specialist
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Job Description
We are on the lookout for a Client Onboarding Specialist to join our growing team!
Who are we
Lofty is a high-growth global SaaS company serving the residential real estate market. Our suite of tools addresses the daily pain points faced by agents empowering them to launch effective marketing campaigns track leads activities build lasting customer relationships and efficiently manage teams. As a leader in our industry we are seeking a highly motivated Client Onboarding Specialist to join our team and drive growth within the industry! Join us on our exciting journey and help shape the future of technology within the real estate space!
Whats the job
As an Onboarding Specialist at Lofty you will be the first point of contact for new clients after the sale is closed. Youll lead them through the onboarding journeysetting up their accounts training them on our tools and ensuring they are equipped to maximize the value of our platform. You will work cross-functionally with Sales Product and Customer Support teams to deliver a best-in-class onboarding experience that sets the tone for long-term success.
- Client Onboarding: Guide new clients through account setup data migration and initial configuration.
- Training & Education: Deliver engaging training sessions via Zoom or Teams and provide educational materials tailored to each client.
- Customization: Work with clients to tailor the platform to their unique workflows and goals.
- Documentation: Maintain and create resources that support the client onboarding journey.
- Technical Support: Troubleshoot issues that arise during onboarding collaborating with internal teams as needed.
- Cross-Functional Collaboration: Coordinate with Sales Product and Support to ensure smooth handoffs and consistent communication.
- Client Success Focus: Act as the main point of contact during onboarding addressing questions concerns and escalation needs.
- Webinars & Meetings: Host onboarding webinars and one-on-one sessions to support adoption and engagement.
Whats the work location
Youll be based out of our stunning light-filled headquarters in the Warehouse District of Downtown Phoenixa 17000-square-foot space designed for collaboration creativity and connection. During onboarding and training youll work in-office five days a week to build momentum meet your teammates and ramp up with hands-on support. Once key KPIs and performance metrics are met youll transition to a hybrid schedule of three in-office days per weekgiving you the flexibility to balance focused work and in-person collaboration.
Whats the earning potential ($$$)
First-year earnings The role offers a base salary of $55000$58000 plus eligibility for a 20% performance bonus. Bring your best and theres real potential to earn moreits a great way to turn great work into real rewards!
What are we looking for
- 13 years of experience managing client relationships in a fast-paced high-volume environment
- Prior experience in SaaS onboarding or client success preferred
- Excellent written and verbal communication skills
- Strong problem-solving and troubleshooting capabilities
- Comfortable explaining technical concepts in an easy-to-understand way
- Highly organized with the ability to multitask and prioritize
- Customer-first mindset and passion for helping others succeed
- Technically savvy with proficiency in Zoom Teams and CRM tools
- Detail-oriented with strong grammar and proofreading abilities
- Able to handle confidential information with professionalism and discretion
Anything else Absolutely! Benefits and Perks:
This is a place where every day we are inspired by our teammates encouraging each other to be our best. The environment is friendly and supportive! And we feel its important to reward our team with competitive pay and benefits. Here are some of the highlights:
- Health Insurance: FREE medical coverage for employees for one of our plan options! And the ability to add dependents or choose an alternative plan and still receive a credit to keep costs down.
- Paid Time Off: Work hard play hard! In addition to 10 holidays we offer 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. This confidential and compassionate support system is available to you and your family members anytime you need help.
- Team Building: We may work across time zones and countries but were still united. We host a monthly schedule of team activities quarterly town halls open Q&A sessions and other special eventsso many fun ways for us to connect and support one another.
- Growth Opportunities: When our people growwe grow! We offer leadership training development journeys for core teams and coaching/mentoring opportunities. Constant growth and development are inherent in our culture.
- Tools To Do The Job: We ensure you are hooked up with the tools equipment and systems you need. We begin the process prior to your start date so you are ready to rock n roll on your first day.
- What Else We provide a 401(k) company match and 100% company-paid life/AD&D insurance/short-term disability. Our ultimate goal is to support you and your overall wellness.
Join our growing team and lets have fun building this business together!
Required Experience:
Unclear Seniority
Employment Type
Full-Time
