Client Onboarding Specialist

ButterflyMX; Oregon; Híbrido; USD 41.000 - 48.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical coverage

401(k) match

Paid time off

Life insurance

Disability insurance

Employee assistance program

Stipends

Descripción de la vacante

ButterflyMX is seeking a Client Onboarding Specialist to guide new and existing clients through onboarding, ensuring they understand and use our products effectively. This role blends thoughtful communication, organization, and technical aptitude to deliver a smooth onboarding experience.

You will coordinate onboarding activities, provide training, assist with product setup and integrations, and address client questions.

Formación

• 2+ years in client onboarding or similar role in tech/SaaS.
• Experience using ticketing platforms (Zendesk or similar).
• Strong written and verbal communication; can explain tech to non-technical audiences.
• Excellent organization and ability to manage multiple requests.

Responsabilidades

• Guide clients through onboarding with email, phone, and video support.
• Onboard multiple projects and clients with clear communication and follow-through.
• Provide initial and refresher training on ButterflyMX products and admin tools.
• Assist with product setup, integrations, troubleshooting, and onboarding challenges.
• Maintain accurate records and onboarding documentation; ensure visibility of work.

Conocimientos

Attention to detail

Organizational skills

Customer service

Effective communication

Problem solving

Herramientas

Zendesk

Descripción del empleo

Our Mission

ButterflyMX is on a mission to empower people to automate property access, operations, and security from a single platform. Our products are installed in more than 20,000+ multifamily, commercial, gated communities, and student-housing properties worldwide, including properties developed, owned, and managed by the most trusted names in real estate. Our features are designed for developers, owners, property managers, and tenants and our products lower operating costs and improve tenant satisfaction

Our Solution

Developers and owners no longer need to run building wiring or install in-unit hardware. Property managers can grant building access, revoke permissions, and review entry logs from an online dashboard. Residents can open doors from their smartphones, issue visitor access, and see who is trying to enter the building.

Our Culture & Values

Fantastic people are the key to our success. As a distributed, primarily remote workforce, we’re looking for more intelligent, passionate, collaborative, ai-forward, and down-to-earth individuals to join our growing team. We’re driven by a shared commitment to excellence and innovation, grounded in our core values: We delight our customers, We take ownership, We are a community of collaborators, We speak up, We think big and do small, and We are tenacious.

Role Overview

ButterflyMX is seeking a Client Onboarding Specialist to help new and existing clients successfully onboard, understand, and use our products. This client-facing role combines thoughtful communication, strong organization, and technical aptitude to create a smooth onboarding experience. You will work directly with clients to coordinate onboarding activities, provide training, support product setup and integrations, and address questions along the way. You will partner across internal teams to keep work moving, maintain visibility into open requests, and help clients feel confident using ButterflyMX. Success in this role requires ownership, attention to detail, and consistent follow-through. You will manage multiple priorities, solve problems as they arise, and help improve the processes and resources that make client onboarding more effective as we scale.

Responsibilities

• Guide new and existing clients through onboarding by communicating key steps, setting clear expectations, and helping teams understand how to use ButterflyMX solutions through email, phone, and video support.
• Simultaneously onboard multiple projects and clients, maintaining clear communication and timely follow-through.
• Provide initial and refresher training on ButterflyMX products, administrative tools, and relevant features.
• Support clients through product setup, integrations, troubleshooting, onboarding challenges, and engaging internal teams when needed.
• Maintain accurate records, ticket updates, and onboarding documentation to ensure work is visible and actionable.
• Work collaboratively with Client Success, Technical Support, Implementation, and other internal teams to drive client outcomes and ensure continuity in the client experience.
• Identify and provide feedback on recurring questions, onboarding friction, and opportunities to improve client education, processes, and resources.

Requirements

• 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, attention to detail, and 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.
• A 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, fostering engagement, building rapport, and delivering an exceptional onboarding experience.
• Knowledge of property management, proptech, or hardware-enabled SaaS is a plus.
• Proven experience with leveraging AI tools in both professional and personal settings.
• ButterflyMX is an AI-forward organization, and the ability to optimize efficiency using AI is crucial in every role.

Compensation

The expected base salary range for this position is $30-35/hr. Actual compensation will depend on factors including budget, skills, experience, location, and internal equity. This position may also be eligible for bonuses, equity, or other forms of compensation, where applicable.

Benefits

• 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
• Access to optional benefits including pre-tax flexible healthcare spending accounts (FSA and HSA), Dependent Care FSA, and Commuter Benefits, as well as optional Supplemental Life, AD&D, Hospital Indemnity, Legal, Accident, Critical Illness, Pet, and Personal Liability Insurance
• And more!

ButterflyMX is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. You must have the authorization to work in the US to become an employee. We strive to create an accessible and inclusive experience for all candidates and employees. If you need reasonable accommodations during the application or the recruiting process, please let our recruiting team know.