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A leading communications platform is seeking a Customer Onboarding Specialist to manage customer onboarding and set the relationship tone. This full-time independent contractor role requires 4+ years in Customer Success at a SaaS company and excellent communication skills. The position offers competitive compensation, 15 days PTO, and a remote-first working environment. Ideal candidates are detail-oriented and engaging, eager to ensure customer success from the start.
We’re expanding our Customer Success team and hiring a high-performing Onboarding Specialist. You will own the customers' first 30 - 45 days, set the tone for the relationship, build confidence and ensure customers are ready quickly and correctly. This role defines the customer’s first impression of Smarter Contact and has clear growth potential within a fast-scaling SaaS company. This is a direct-hire role.
Smarter Contact is the market-leading AI-powered communications platform for real estate professionals in the U.S., powering tens of millions of text and voice conversations every month, helping real estate professionals close more deals.
Lead and follow up on all 1-1 or group onboarding sessions via phone, video, text, and email using our own tech stack
Complete all daily CRM tasks (to-dos, emails, texts, calls, etc.)
Guide customers through initial setup, configuration, and first live campaigns
Establish clear expectations for SMS performance, compliance, and best practices
Reinforce Smarter Contact’s value proposition, positioning, and differentiators
Ensure customers reach defined activation milestones within the onboarding window
Proactively identify confusion, friction, or risk during onboarding-escalate and resolve
Document onboarding outcomes, next steps, and handoff notes clearly in CRM
Partner closely with Sales, Marketing, and Customer Experience to ensure a clean transition post onboarding
Work a minimum of 40 hours / week between 10 AM - 7 pm Eastern Standard Time or later, Monday to Friday
4+ years in Customer Success, Onboarding or Implementation at a SaaS company
Excellent communication and conversational skills, both written and verbal
Proficient or native level English (full business fluency)
Detail-oriented, process-driven, and highly organized
Engaging, personable, and energetic in customer interactions
Comfortable working at high volume without losing quality
Sales-trained and able to identify business expansion opportunities
Coachable, performance-driven, accountable, and a strong team player,
Proven track record of meeting and / or exceeding a business expansion quota
Experience working at a telecom SaaS
Experience working with real estate agents or using real estate SaaS tools
USD base compensation
15 days PTO + 5 sick days + 10 floating holidays
High autonomy, fast execution, real impact
Professional development benefit
Wellness benefit
Employment anniversary and birthday gift
Quarterly health allowance
Remote-first team with a strong performance culture
This opportunity is offered as a full-time independent contractor role
You prefer a low-pressure, low-output environment
You’re not fluent in English or are uncomfortable communicating directly with cross-functional teams
You don’t meet the minimum customer success experience
No experience working for a SaaS company
We’re looking for a proven Customer Onboarding Specialist ready to build the next chapter of their career — and stay for the long haul. If that’s you, we’d love to hear from you.