[Hiring] Client Onboarding Specialist @ButterflyMX

Role Description

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.

• Work directly with clients to coordinate onboarding activities, provide training, support product setup and integrations, and address questions along the way.
• Partner across internal teams to keep work moving, maintain visibility into open requests, and help clients feel confident using ButterflyMX.
• 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.

Qualifications

• 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.

Requirements

• 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!