Client Onboarding Specialist

ButterflyMX•,

3d•$30 - $35

About The Position

ButterflyMX is seeking a Client Onboarding Specialist to help new and existing clients successfully onboard, understand, and use its products. This client-facing role combines thoughtful communication, organization, and technical aptitude to create a smooth onboarding experience. The specialist works directly with clients to coordinate onboarding activities, provide training, support product setup and integrations, and address questions. The role partners with internal teams to keep work moving, maintain visibility into open requests, and help clients feel confident using ButterflyMX. Success requires ownership, attention to detail, consistent follow-through, the ability to manage multiple priorities and solve problems, and an interest in improving onboarding processes and resources.

Requirements

At least 2 years of experience in client onboarding, client support, customer service, or a similar client-facing role; technology or SaaS experience is preferred.
Experience using Zendesk or another ticketing platform to manage client requests, document interactions, and track resolutions.
Strong written and verbal communication skills, including the ability to explain technical concepts clearly to nontechnical audiences.
Excellent organization and attention to detail, with the ability to manage multiple requests and priorities.
Strong problem-solving skills and technical aptitude, including the ability to quickly learn new products, systems, and integrations.
A proactive, ownership-oriented approach with reliable follow-through and sound judgment.
Ability to work independently while collaborating effectively with internal teams and client stakeholders.
Keep the camera on during scheduled video calls with clients to foster engagement, build rapport, and deliver an exceptional onboarding experience.
Proven experience leveraging AI tools in professional and personal settings; the company says optimizing efficiency using AI is crucial in every role.
Authorization to work in the United States.

Nice To Haves

Knowledge of property management, proptech, or hardware-enabled SaaS.

Responsibilities

Guide new and existing clients through onboarding by communicating key steps, setting clear expectations, and helping teams understand how to use ButterflyMX solutions through email, phone, and video support.
Onboard multiple projects and clients simultaneously while maintaining clear communication and timely follow-through.
Provide initial and refresher training on ButterflyMX products, administrative tools, and relevant features.
Support clients with product setup, integrations, troubleshooting, onboarding challenges, and engagement of internal teams when needed.
Maintain accurate records, ticket updates, and onboarding documentation so work is visible and actionable.
Collaborate with Client Success, Technical Support, Implementation, and other internal teams to drive client outcomes and ensure continuity in the client experience.
Identify and provide feedback on recurring questions, onboarding friction, and opportunities to improve client education, processes, and resources.

Benefits

Comprehensive medical, dental, and vision plans, with ButterflyMX covering 80% of the cost, starting on day one.
401(k) plan with a match.
10 paid holidays, 20 vacation days, 5 sick days, and 3 floating holidays.
Basic life and accidental death and dismemberment insurance, with ButterflyMX covering 100% of the cost.
Short- and long-term disability coverage, with ButterflyMX covering 100% of the cost.
Paid family leave.
Employee Assistance Program.
Quarterly self-care stipends.
Optional pre-tax flexible healthcare spending accounts (FSA and HSA), Dependent Care FSA, and commuter benefits.
Optional supplemental life, AD&D, hospital indemnity, legal, accident, critical illness, pet, and personal liability insurance.
Position may be eligible for bonuses, equity, or other forms of compensation, where applicable.