Onboarding Specialist

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