Project Coordinator, Customer Onboarding

High school diploma or GED 1-3+ years working in customer support, product support, or customer success in a SaaS environment Enthusiasm for learning platform-related subjects Pride in teaching and explaining features Proven skills in facilitating virtual and live training sessions Top-notch writing skills with an engaging, conversational style and solid grammar Organized and able to juggle multiple priorities, switch gears quickly, and re-adjust focus Prior experience with customer onboarding is a plus Experience with best practices for lead generation, digital marketing, or contact database management Familiarity with content management systems and CRMs is a plus Hard worker independently and in group settings, getting things done carefully and efficiently Patient and pays attention to the details Talented communicator who can break down complex concepts Team player who can collaborate effectively with cross-functional teams Commitment to continuous learning and professional development Prior experience working remotely or with distributed teams is preferred Real Estate experience is a plus

Own the onboarding experience for new clients from signed agreement to CRM and website launch. Drive client progress through proactive communication and follow-up. Guide clients through key deliverables such as Customer Intake, IDX approvals, EIN submission, and billing setup. Monitor and manage onboarding tasks using project management tools. Reignite stalled clients and facilitate a smooth website go-live experience. Act as a trusted advisor and central point of contact for clients. Anticipate client needs and communicate proactively. Build confidence and trust with clients through empathy, professionalism, and accountability. Collaborate with cross-functional teams to ensure a unified client experience. Serve as the primary contact post-sale through onboarding and training completion. Facilitate adoption by connecting clients with Customer Education or providing self-service resources. Identify at-risk clients and coordinate turnaround strategies. Promote Sierra's platform features to help clients achieve success. Collect and share client insights to improve onboarding processes and materials. Propose and implement process improvements. Provide first-line support for basic customer education questions. Escalate advanced training needs and technical issues. Empower clients to manage their Sierra platform independently.