Customer Onboarding Specialist

New

Sierra InteractiveReal Estate Technology

United StatesFull-TimeMiddle

Salary not disclosed

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Job Details

Experience: 1–3+ years
Required Skills: Project ManagementLead GenerationDigital MarketingSaaSAccount ManagementCRMCustomer support

High school diploma or GED.
1–3+ years of experience in customer support, project/account coordination, or SaaS customer success.
Strong ability to own outcomes end-to-end and follow through independently.
Proactive communication style with the ability to provide updates before being asked.
Exceptional writing skills with an engaging tone and solid grammar.
Highly organized with the ability to manage a portfolio of concurrent projects.
Ability to coordinate effectively across cross-functional teams.
Familiarity with CRMs and content management systems.
Patient, detail-oriented, and capable of simplifying complex concepts.
Commitment to continuous learning and professional development.
Previous experience working remotely or with distributed teams is preferred.
Experience in real estate, lead generation, or digital marketing is a plus.

Own the full onboarding experience for new clients from signed agreement through website launch.
Drive client progress through proactive communication via email, phone, and Zoom.
Guide clients through key deliverables including intake, IDX approvals, and billing setup.
Monitor onboarding tasks and proactively manage risks or project blockers.
Manage account reactivations, package changes, and template conversions for existing clients.
Act as a trusted advisor to build confidence and trust throughout the client journey.
Collaborate with Education, Support, and Operations teams to ensure frictionless handoffs.
Identify at-risk clients and coordinate turnaround strategies.
Collect and share client feedback to refine and improve onboarding processes.

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