Client Onboarding Specialist
Core
Guide new and existing clients through onboarding, provide training, support product setup and integrations, and address questions via email, phone, and video support for a property access automation SaaS platform.
Role type
Client Onboarding Specialist
Builds
Client onboarding workflows, training sessions, and product setup for multifamily, commercial, and student-housing properties
Domain
PropTech / SaaS
Deliverable
client delivery
Required skills
Client onboarding, Zendesk, written and verbal communication, organization, problem-solving, technical aptitude, AI tool usage
Preferred skills
Property management knowledge, proptech experience, hardware-enabled SaaS experience
Responsibilities
Coordinate onboarding activities and provide training, support product setup and integrations, maintain accurate records and ticket updates, collaborate with internal teams, and identify opportunities to improve onboarding processes
Seniority
Mid-level, individual contributor