Client Onboarding Specialist

ButterflyMX

. Guide new and existing clients through onboarding by communicating key steps, setting expectations, and explaining ButterflyMX solutions via email, phone, and video support .

Posted 11/2/2026full-timeRemote • United StatesJuniorMid-Level💰 $30 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client onboarding and support within a technology or SaaS environment, utilizing strong communication and organizational skills to enhance client experiences and drive successful outcomes. Proficient in managing multiple projects while collaborating effectively with internal teams and leveraging AI tools for efficiency.

Highest-signal resume keywords

Client Onboarding ExperienceZendesk ProficiencyStrong Communication SkillsProblem-Solving SkillsTechnical Aptitude

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client SupportOnboarding DocumentationProduct SetupIntegrationsTroubleshootingAI Tools OptimizationTechnical Concepts ExplanationTicket Management

Soft Skills

Attention to DetailProactive ApproachCollaborationOrganizationClient-Focused Presence

Industry Keywords

Property ManagementProptechHardware-Enabled SaaSSaaS Environment

About the role

Key responsibilities & impact

Guide new and existing clients through onboarding by communicating key steps, setting expectations, and explaining ButterflyMX solutions via email, phone, and video support
Simultaneously onboard multiple projects and clients with clear communication and timely follow-through
Provide initial and refresher training on ButterflyMX products, administrative tools, and relevant features
Support product setup, integrations, troubleshooting, onboarding challenges, and engagement of internal teams when needed
Maintain accurate records, ticket updates, and onboarding documentation
Collaborate with Client Success, Technical Support, Implementation, and other internal teams to drive client outcomes and continuity
Identify recurring questions, onboarding friction, and opportunities to improve client education, processes, and resources

Requirements

What you’ll need

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 and attention to detail, with 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
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
Proven experience leveraging AI tools in professional and personal settings
Ability to optimize efficiency using AI
Authorization to work in the United States
Knowledge of property management, proptech, or hardware-enabled SaaS is a plus

Benefits

Comp & perks

Comprehensive Medical, Dental and Vision plans (ButterflyMX covers 80% of the cost) starting day 1
401(k) plan with a match
10 paid holidays
20 vacation days
5 sick days
3 floating holidays
Basic Life and Accidental Death and Dismemberment Insurance (ButterflyMX covers 100% of the cost)
Short and Long Term Disability (ButterflyMX covers 100% of the cost)
Paid Family Leave
Employee Assistance Program
Quarterly self-care stipends
Optional pre-tax flexible healthcare spending accounts (FSA and HSA)
Optional Dependent Care FSA
Optional Commuter Benefits
Optional Supplemental Life, AD&D, Hospital Indemnity, Legal, Accident, Critical Illness, Pet, and Personal Liability Insurance
Potential eligibility for bonuses, equity, or other forms of compensation, where applicable