Client Onboarding Specialist

Client Onboarding Specialist

Lofty is a high‑growth, global SaaS company serving the residential real‑estate market. Powered by Agentic AI, our solutions address the daily pain points faced by real‑estate agents, teams and brokerages, empowering them to launch effective marketing campaigns, capture and convert leads into meetings, and close more deals faster.

Full‑time

• Guide new clients through account setup, data migration, and initial configuration.
• Deliver engaging training sessions via Zoom or Teams and provide educational materials tailored to each client.
• Work with clients to tailor the platform to their unique workflows and goals.
• Maintain and create resources that support the client onboarding journey.
• Troubleshoot issues that arise during onboarding, collaborating with internal teams as needed.
• Coordinate with Sales, Product, and Support to ensure smooth handoffs and consistent communication.
• Act as the main point of contact during onboarding, addressing questions, concerns, and escalation needs.
• Host onboarding webinars and one‑on‑one sessions to support adoption and engagement.

You’ll be based out of our stunning, light‑filled headquarters in the Warehouse District of Downtown Phoenix—a 17,000‑square‑foot space designed for collaboration, creativity, and connection. During onboarding and training you’ll work in‑office five days a week to build momentum, meet your teammates, and ramp up with hands‑on support. Once key KPIs and performance metrics are met, you’ll transition to a hybrid schedule of three in‑office days per week—giving you the flexibility to balance focused work and in‑person collaboration.

First‑year earnings: base salary of $55,000–$58,000, plus eligibility for a 20% performance bonus.

• 1–3 years of experience managing client relationships in a fast‑paced, high‑volume environment.
• Prior experience in SaaS onboarding or client success preferred.
• Excellent written and verbal communication skills.
• Strong problem‑solving and troubleshooting capabilities.
• Comfortable explaining technical concepts in an easy‑to‑understand way.
• Highly organized with the ability to multitask and prioritize.
• Customer‑first mindset and passion for helping others succeed.
• Technically savvy with proficiency in Zoom, Teams, and CRM tools.
• Detail‑oriented with strong grammar and proofreading abilities.
• Able to handle confidential information with professionalism and discretion.

• AI‑first innovation: access to leading AI tools, hands‑on learning opportunities, and real‑world exposure to how AI is transforming business.
• Health insurance: FREE medical coverage for employees for one of our plan options, with the ability to add dependents or choose an alternative plan and still receive a credit.
• Paid time off: 10 holidays plus three weeks of paid time off.
• Paternity leave: up to 6 weeks of paid paternity time after qualifying for FMLA.
• Employee assistance program: free access to a global platform that provides on‑demand care.
• Team building: monthly activities, quarterly town halls, open Q&A sessions, and other special events.
• Growth opportunities: leadership training, development journeys for core teams, and coaching/mentoring opportunities.
• Tools to do the job: you’re provided with the necessary equipment and systems before your start date.
• 401(k) company match, 100% company‑paid life/AD&D insurance, and short‑term disability.

Lofty