Client Onboarding Specialist
Listed on 2026-08-24
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Customer Service/HelpDesk
Customer Success Management, HelpDesk/Support
Client Onboarding Support Specialist
Opiniion is a resident experience tool that partners with property management to create better living experiences for their residents. Our platform has helped thousands of property managers collect and act on real-time feedback, improve resident experiences, and enhance their online reputation. Opiniion is committed to exceptional service and innovation, earning recognition as one of America's fastest-growing private companies. Driven by a forward-thinking team, we're shaping the future of resident engagement.
Our continued growth and commitment to innovation make this an exciting time to be part of our team!
Location:
Lehi, UT
The Client Onboarding Support Specialist helps new clients launch successfully on Opiniion's platform by guiding them from signed agreement through implementation, setup, and early adoption. This role is a strong entry point for someone who wants to grow into customer-facing SaaS work while building practical skills in onboarding, communication, project coordination, and AI-assisted workflow execution inside a fast-growing tech company.
You will partner closely with customers and internal teams to keep launches organized, remove friction, and create a smooth, confident first experience with Opiniion. The right person is proactive, coachable, detail-oriented, and excited to learn how strong onboarding drives long-term customer success.
ResponsibilitiesClient onboarding & launch coordination
- Manage core steps of the onboarding process for new clients, helping each account move smoothly from post-sale handoff to successful launch.
- Partner with Sales and internal stakeholders to understand client goals, scope, timelines, and setup needs before implementation begins.
- Keep onboarding tasks, milestones, and follow-up actions organized so customers and teammates stay aligned.
Platform setup & customer guidance
- Support the configuration and setup of Opiniion's platform based on each client's needs and intended workflow.
- Guide customers through onboarding calls, training moments, and next steps in a clear, confident, and customer-friendly way.
- Help customers understand best practices so they can adopt the platform quickly and successfully.
Communication & problem-solving
- Maintain clear communication with clients throughout onboarding, including progress updates, upcoming milestones, and any issues that need attention.
- Identify risks, blockers, or confusion early and escalate appropriately so launches stay on track.
- Work cross-functionally with Support, Customer Success, Product, and other internal partners to resolve onboarding issues quickly.
Documentation, reporting & continuous improvement
- Maintain accurate records of onboarding activities, client requests, configuration decisions, and launch outcomes.
- Capture customer feedback and implementation learnings so the onboarding experience continues to improve.
- Help refine internal playbooks, templates, and repeatable processes that make onboarding more efficient and consistent.
AI competency & operational leverage
- Use AI-supported tools responsibly to summarize customer context, prepare meeting notes, identify onboarding risks, and improve workflow efficiency without sacrificing quality.
- Learn and apply new tools, automation opportunities, and process improvements that increase team leverage and customer clarity.
- Follow privacy, access, and secure-data practices when using any internal systems or AI-assisted workflows.
Required
- 1+ years of experience in onboarding, implementation, customer support, customer success, training, hospitality, project coordination, or another customer-facing role, or equivalent internship, academic, or hands-on experience.
- Strong written and verbal communication skills with the ability to explain next steps clearly and professionally.
- Excellent organization and follow-through across multiple tasks, timelines, and client needs.
- Comfort learning new software quickly and using systems consistently.
- Sound judgment, coachability, and a proactive approach to problem-solving.
- Interest in using AI tools thoughtfully and responsibly as part of everyday work.
Preferred
- Expe…
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