Onboarding Specialist
Guide luxury real estate clients through website onboarding and launch as primary point of contact. Manage high-volume projects, run client calls, translate vision to internal teams, and ensure timely delivery with exceptional service. 0-2 years experience in client operations or implementation required.
About the job
Responsibilities
- Manage a book of up to 60 active clients simultaneously from kickoff through website launch
- Run 3–4 client Zoom calls per day (45–60 minutes each) to gather input, set expectations, and move projects forward
- Translate client vision into actionable steps for internal teams, ensuring accuracy and quality
- Monitor project timelines and proactively address delays or blockers
- Maintain high CSAT scores and a target of 3–5 Google Reviews per quarter
- Hit a target of 15 website launches per month
- Coordinate closely with the Product Fulfillment Team to build and connect IDX feeds
- Document client interactions and task management in Salesforce
- Contribute to process improvements, new product rollouts, and team training/mentorship initiatives
Requirements
- 0–2 years of experience in software implementation, media agency work, or creative/client operations
- Experience coordinating client calls, meetings, and projects in a fast-paced environment
- Strong sense of empathy for clients and a high bar for the experience delivered
- Ability to think on your feet and find solutions when things don't go as planned
- Can-do attitude and consistently positive energy
Nice-to-Haves
- Understanding of great design and ability to articulate details clearly to clients
- Ability to anticipate client needs and translate vision into concrete next steps
- Strong organizational skills across a high-volume workload
- Composure in complex situations
- Quick learner of new tools and technologies
- Ability to communicate technical complexity to non-technical clients with patience and clarity
- Team player who helps others without being asked
- Familiarity with platforms like Squarespace, Shopify, or WordPress
- Interest in luxury real estate
Skills
Salesforce, Squarespace, Shopify, WordPress, Idx Feeds, Zoom, Project Management
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