Onboarding Specialist

Responsibilities

• Managing a book of up to 60 active clients simultaneously from kickoff through website launch.
• Running 3–4 client Zoom calls per day (45–60 minutes each) to gather input, set expectations, and move projects forward.
• Translating client vision into actionable steps for internal teams, ensuring accuracy and quality.
• Monitoring project timelines and proactively addressing delays or blockers before they impact the client.
• Maintaining high CSAT scores and a target of 3–5 Google Reviews per quarter.
• Hitting a target of 15 website launches per month.
• Coordinating closely with the Product Fulfillment Team to build and connect IDX feeds.
• Documenting client interactions and task management in Salesforce.
• Contributing to process improvements, new product rollouts, and team training/mentorship initiatives.

• 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.
• A strong sense of empathy for clients and a high bar for the experience you deliver.
• The ability to think on your feet and find solutions when things don't go as planned.
• A can‑do attitude and consistently positive energy.
• Familiarity with platforms like Squarespace, Shopify, or Word Press is a plus.
• An interest in luxury real estate (a genuine passion is even better).

• Software Implementation
• Media Agency Work
• Creative Operations
• Project Coordination

• Problem Solving
• Positive Attitude
• Empathy