Client Onboarding Specialist (West Coast)

ButterflyMX; United States; Remote; USD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking company as a Client Onboarding Specialist, where you'll empower clients to maximize their experience with innovative technology solutions. This role emphasizes collaboration, exceptional customer service, and a passion for teaching. You'll be the key to ensuring clients understand and effectively use the ButterflyMX platform, delivering white-glove service from onboarding to ongoing support. With a commitment to excellence and a supportive team environment, this position offers a unique opportunity to thrive in a fast-paced, technology-driven setting. If you are self-motivated and enjoy client interaction, this role is perfect for you.

Benefits

Comprehensive Medical, Dental, and Vision plans

401(k) plan with a match

13 paid holidays

25 PTO days

Paid Family Leave

Employee Assistance Program

Quarterly self-care stipends

Flexible healthcare spending accounts

Qualifications

• Experience in a client-facing role, such as customer success or account management.
• Ability to troubleshoot and solve basic technical issues.

Responsibilities

• Train clients on the ButterflyMX platform to maximize value.
• Maintain product knowledge for delivering exceptional service.

Skills

Customer Service Orientation

Communication Skills

Interpersonal Skills

Technical Proficiency

Problem-Solving Skills

Team Collaboration

Tools

Salesforce

Trello

Job description

Description

Our Mission:
ButterflyMX is on a mission to empower people to open and manage doors & gates from a smartphone. Our products are installed in more than 15,000+ 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.

We are looking for a Client Onboarding Specialist to help guide and educate our clients on all aspects of ButterflyMX in a fast-paced environment. Attention to detail, consistent follow-through, and a commitment to providing exemplary collaboration with internal and external parties is a must. The ideal candidate will be self-motivated and capable of working independently, while also excelling in collaboration with team members and other departments. They thrive on teaching others and enjoy constant interaction with clients, ensuring a seamless and engaging experience.

Responsibilities

• Train new and existing ButterflyMX client on all of the nuances of the ButterflyMX platform in order to help the attain maximum value as fast as possible
• Become proficient in and maintain product knowledge across all ButterflyMX hardware, software, and integrations in order to deliver white-glove service to new and existing clients from handoff through onboarding
• Understand the complexities of available integrations in order to assist clients in completing setup and basic troubleshooting
• Keep records updated with the current status of all clients and facilitate introductions to their Client Success Manager once the client is fully onboarded and trained
• Collaborate effectively across all teams as well as create an atmosphere of trust and open communication.

Requirements

• Experience:
• Previous experience in a client-facing role, such as customer success, account management, or technical support.
• Experience in onboarding clients for a technology or software company is a plus.
• Knowledge of the multi-family industry and/or Proptech is a plus
• Customer Service Orientation:
• Commitment to providing exceptional customer service.
• Patience and empathy in handling client concerns and feedback.
• Proactive approach to client satisfaction and success
• Communication Skills:
• Excellent verbal and written communication abilities.
• Strong presentation skills in a virtual setting.
• Ability to convey complex information in a simple and understandable manner.
• Interpersonal Skills:
• Outgoing and personable demeanor.
• Strong relationship-building skills.
• Ability to engage and connect with clients effectively.
• Technical Proficiency:

• Solid understanding of technology and software applications.
• Ability to troubleshoot and solve basic technical issues.
• Familiarity with CRM software (Salesforce, Vitally), project management tools (Trello) and other relevant software desired
• Ability to quickly learn and adapt to new technologies and software.

• Problem-Solving Skills:
• Analytical thinking and the ability to resolve issues efficiently.
• Creative approach to overcoming challenges during the onboarding process.
• Ability to anticipate potential problems and proactively address them.
• Team Collaboration:
• Ability to work effectively both independently and in a team environment.
• Willingness to share knowledge and support team members.
• Collaborative mindset to work with cross-functional teams.
• Personality Traits:
• Highly motivated and self-driven.
• Positive attitude and a team player.
• Ability to handle stressful situations with composure and professionalism.

Benefits

• Comprehensive Medical (ButterflyMX covers 90% of the cost), Dental, and Vision plans (ButterflyMX covers 100% of the cost) starting day 1
• 401(k) plan with a match
• 13 paid holidays, 25 PTO days
• 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, Disability, 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.