Client Onboarding Specialist

ButterflyMX is seeking a Client Onboarding Specialist to help new and existing clients successfully onboard, understand, and use their products. This client-facing role combines thoughtful communication, strong organization, and technical aptitude to create a smooth onboarding experience.

You will work directly with clients to coordinate onboarding activities, provide training, support product setup and integrations, and address questions along the way. You will partner across internal teams to keep work moving, maintain visibility into open requests, and help clients feel confident using ButterflyMX.

Success in this role requires ownership, attention to detail, and consistent follow-through. You will manage multiple priorities, solve problems as they arise, and help improve the processes and resources that make client onboarding more effective as we scale.

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.
• Simultaneously onboard multiple projects and clients, maintaining clear communication and timely follow-through.
• Provide initial and refresher training on ButterflyMX products, administrative tools, and relevant features.
• Support clients through product setup, integrations, troubleshooting, onboarding challenges, and engage internal teams when needed.
• Maintain accurate records, ticket updates, and onboarding documentation to ensure 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.

Requirements

• 2+ years of experience in client onboarding, client support, customer service, or a similar client-facing role, preferably within a technology or SaaS environment.
• 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, attention to detail, and the ability to manage multiple requests and priorities.
• Strong problem-solving skills and technical aptitude, with 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.
• Maintain a professional, client-focused presence by keeping your camera on during scheduled video calls with clients, fostering engagement, building rapport, and delivering an exceptional onboarding experience.
• Knowledge of property management, proptech, or hardware-enabled SaaS is a plus.
• Proven experience with leveraging AI tools in both professional and personal settings.
• ButterflyMX is an AI-forward organization, and the ability to optimize efficiency using AI is crucial in every role.