Onboarding Specialist

Renren Giantly Philippines Inc; Mandaluyong; On-site; PHP 320,000 - 520,000; Full time

Job summary

Lofty is a high-growth, global SaaS company serving the residential real estate market. We empower real estate agents, teams, and brokerages to market smarter, respond faster, and close more deals by removing busywork from daily workflows.

The Onboarding Specialist guides new customers through setup, delivers training, and ensures they gain real value from Lofty from day one. Night shifts to support North American clients are expected.

Qualifications

• 1-3 years of experience in customer onboarding, training, or customer success in SaaS or real estate tech.
• Excellent verbal and written communication; able to explain technical concepts simply.
• Strong troubleshooting and analytical skills.

Responsibilities

• Conduct onboarding sessions for new customers, including walkthroughs of the Lofty platform.
• Assist clients in setting up their CRM, IDX website, and lead routing/automation configurations.
• Support Single Sign-On and other account-level configuration during setup.
• Coordinate with customers to integrate Lofty with their existing tools and systems.
• Deliver custom training sessions for agents, teams, and brokerage admins.

Skills

Customer onboarding

Verbal and written communication

Troubleshooting

SaaS experience

CRM integrations

Tools

Salesforce

HubSpot

Job description

About the role

The Onboarding Specialist plays a critical role in ensuring new Lofty customers have a smooth and successful start on the platform. This person guides clients through setup, delivers training, and ensures they are fully equipped to get real value from Lofty from day one.

Key responsibilities

• Conduct onboarding sessions for new customers, including walkthroughs of the Lofty platform
• Assist clients in setting up their CRM, IDX website, and lead routing/automation configurations
• Support Single Sign-On and other account-level configuration during setup
• Coordinate with customers to integrate Lofty with their existing tools and systems — MLS feeds, transaction management platforms, email/calendar, and marketing tools
• Troubleshoot integration issues in partnership with Technical Support as neededDeliver custom training sessions for agents, teams, and brokerage admins, tailored to each client's needs
• Create and maintain training materials (documentation, video, webinars) to support onboarding at scale
• Act as the primary point of contact during the onboarding phase, ensuring timely responses and issue resolution
• Document onboarding processes and maintain accurate, current records in CRM systems
• Collaborate with Customer Success and Technical Support teams to ensure a seamless transition from onboarding to ongoing support

About you

• 1-3 years of experience in customer onboarding, training, or customer success, ideally in SaaS or a real estate technology environment
• Excellent verbal and written communication skills; able to explain technical concepts in simple terms
• Strong troubleshooting and analytical skills
• Genuine passion for delivering exceptional customer experiences
• Comfortable working night shift and supporting North American customers
• Familiarity with MLS systems, IDX websites, or CRM/Single Sign-On integrations (nice to have)
• Knowledge of real estate operations or brokerage workflows (nice to have)
• Experience with CRM tools (e.g., Salesforce, HubSpot) (nice to have)
• Ability to create and deliver engaging training materials (video, documentation, webinars) (nice to have)

About us

Lofty is a high-growth, global SaaS company serving the residential real estate market. Powered by Agentic AI, our platform helps real estate agents, teams, and brokerages market smarter, respond faster, and close more deals — eliminating the busywork so agents can focus on what they do best: building relationships and growing their business.