Customer Onboarding Specialist

3 hours, 54 minutes ago
Full-time
Junior
Customer and Technical Support
Sierra Interactive

Sierra Interactive

Sierra Interactive provides residential real estate software and services, offering professional design, managed lead generation, MLS integration, and extensive integrations. Trusted by top teams, they help attract leads and close deals efficiently.

Real Estate
51-250
Founded 2008

Description

  • Own onboarding for a portfolio of new clients from signed agreement through CRM and website launch.
  • Drive client progress through proactive email, phone, and Zoom communication.
  • Guide customers through intake, IDX approvals, EIN submission, billing setup, and other launch deliverables.
  • Track onboarding tasks, identify risks, resolve blockers, and escalate delays when needed.
  • Manage account reactivations, package changes, template conversions, and related go-live requests.
  • Build trusted client relationships by setting expectations, anticipating needs, and maintaining transparency.
  • Coordinate cross-functional handoffs with Education, Support, Operations, and other teams.
  • Support customer activation through training resources, basic platform guidance, and feature education.
  • Identify at-risk clients and coordinate strategies to improve adoption and project outcomes.
  • Collect customer feedback and help improve onboarding processes and materials.

Requirements

  • High school diploma or GED.
  • 1–3+ years of experience in customer support, project or account coordination, or customer success in a SaaS environment.
  • Demonstrated ownership, follow-through, organization, and ability to manage multiple concurrent projects.
  • Strong written and verbal communication skills, including the ability to explain complex concepts clearly.
  • Empathy, professionalism, patience, and attention to detail when working with clients.
  • Ability to collaborate effectively across cross-functional and distributed teams.
  • Experience with customer onboarding is preferred.
  • Knowledge of lead generation, digital marketing, or contact database management.
  • Familiarity with content management systems and CRMs is preferred.
  • Remote-work experience and real estate industry experience are preferred.

Benefits

  • Medical, dental, and vision coverage with the employee premium fully covered.
  • 401(k) plan with up to 4% company matching.
  • 15 days of paid time off and 10 paid holidays.
  • 12 weeks of paid parental leave.
  • Fully remote work environment.

Interested in this position?

Apply directly on the company website

Apply Now

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