Onboarding Success Manager - Team Lead - Remote

Overview

We’re looking for an Onboarding Success Team Lead to serve as both a strategic client partner and a front-line leader for our Onboarding Success team. This dual-role position is vital in setting the standard for client excellence while supporting the success and development of fellow onboarding team members.

In Short

• Serve as the first point of contact post-purchase for new clients.
• Lead the initial onboarding meeting to set clear expectations.
• Guide clients through structured onboarding calls.
• Facilitate live support sessions via Zoom.
• Partner with the Growth team for revenue expansion opportunities.
• Provide real-time support and coaching to team members.
• Resolve blockers impacting team or client success.
• Maintain documentation of client interactions.
• Foster a high-performing, collaborative team culture.

Requirements

• Previous experience in support or customer service roles.
• Strong organizational skills and attention to detail.
• Ability to multitask and work independently.
• Excellent written and verbal communication skills.
• Proactive approach and follow-through on tasks.
• Understanding of real estate is a plus.

Benefits

• Starting pay from $75,000 to $80,000 + 40% Bonus.
• Medical, dental, and vision benefits.
• Paid holidays, vacation, and sick days.
• 401(k) plan.
• A supportive and friendly work environment.