Client Onboarding Specialist
Lofty is a high-growth, global SaaS company serving the residential real estate market. They are seeking a Client Onboarding Specialist to guide new clients through the onboarding journey, ensuring they are equipped to maximize the value of the platform while collaborating with cross-functional teams.
Responsibilities
- Guide new clients through account setup, data migration, and initial configuration
- Deliver engaging training sessions via Zoom or Teams and provide educational materials tailored to each client
- Work with clients to tailor the platform to their unique workflows and goals
- Maintain and create resources that support the client onboarding journey
- Troubleshoot issues that arise during onboarding, collaborating with internal teams as needed
- Coordinate with Sales, Product, and Support to ensure smooth handoffs and consistent communication
- Act as the main point of contact during onboarding, addressing questions, concerns, and escalation needs
- Host onboarding webinars and one-on-one sessions to support adoption and engagement
Skills
- 1–3 years of experience managing client relationships in a fast-paced, high-volume environment
- Prior experience in SaaS onboarding or client success preferred
- Excellent written and verbal communication skills
- Strong problem-solving and troubleshooting capabilities
- Comfortable explaining technical concepts in an easy-to-understand way
- Highly organized with the ability to multitask and prioritize
- Customer-first mindset and passion for helping others succeed
- Technically savvy with proficiency in Zoom, Teams, and CRM tools
- Detail-oriented with strong grammar and proofreading abilities
- Able to handle confidential information with professionalism and discretion
- Prior experience in SaaS onboarding or client success
Benefits
- Health Insurance: FREE medical coverage for employees for one of our plan options!
- Paid Time Off: Work hard, play hard! In addition to 10 holidays, we offer three weeks of paid time off so that you can achieve a healthy work-life balance.
- Paternity Leave: We support our team members as they grow their families! Once you qualify for FMLA, you are eligible to receive up to 6 weeks of paid paternity time to bond with a new child.
- Employee Assistance Program: We are proud to offer free access to SupportLinc, a global platform that provides on-demand care as you navigate personal or professional challenges.
- Team Building: We may work across time zones and countries, but we’re still united. We host a monthly schedule of team activities, quarterly town halls, open Q&A sessions, and other special events…so many fun ways for us to connect and support one another.
- Growth Opportunities: When our people grow…we grow! We offer leadership training, development journeys for core teams, and coaching/mentoring opportunities.
- Tools To Do The Job: We ensure you are hooked up with the tools, equipment, and systems you need.
- 401(k) company match
- 100% company-paid life/AD&D insurance/short-term disability
Company Overview