Onboarding Manager – Client Services

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🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

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CINC

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2011

🏠 Real Estate

☁️ SaaS

🤝 B2B

Real Estate • SaaS • B2B

<CINC> CINC is an all-in-one SaaS platform that provides real estate teams, brokers, and agents with lead generation, IDX websites, an intelligent CRM, marketing campaign management (Google/Facebook), automation tools, mobile apps, and AI-powered conversational lead conversion. The company also offers training, support, and a referral network to help brokerages and growing teams scale their businesses and convert leads more efficiently.

📋 Description

• Lead and develop a team of 6–10 Onboarding Advisors, ensuring high performance, accountability, and consistent customer experience • Oversee day-to-day onboarding operations, ensuring advisors follow the correct process for all clients, and that all clients have an exceptional experience • Monitor advisor pipelines daily to ensure customers stay on track and milestones hit on schedule • Jump into client-facing escalations when needed with calm, clarity, and efficiency • Identify operational bottlenecks and optimize processes to increase advisor capacity and speed-to-value • Forecast implementation and churn trends using historical data and advisor performance insights • Partner closely with Training, Support, MLS, and Engagement teams to ensure a seamless cross-departmental customer experience • Maintain accurate data across HubSpot, Arrows, Metabase, and internal tracking tools • Drive continuous improvement, remove roadblocks, and introduce better workflows, templates, and playbooks as the onboarding program evolves • Own or contribute to the improvement of key onboarding metrics, including: Implementation speed NPS/CSAT Early churn eNPS • Demonstrate a commitment to our core values

🎯 Requirements

• 3+ years of people management experience leading onboarding, customer success, or customer facing teams • Direct experience in real estate or real estate technology preferred • You understand how agents and teams work, what they need, and what frustrates them • Strong operational instincts and the ability to keep a fast-moving team organized and focused • Experience reading data, identifying trends, forecasting risk, and making decisions rooted in numbers • Ability to de-escalate frustrated clients with professionalism and confidence • Comfort working in a high-speed SaaS environment with constantly evolving processes • HubSpot experience is a nice-to-have, not a requirement • Excellent written and verbal communication skills • A servant-leadership approach: you lead by lifting others up, blending accountability with encouragement to help people do their best work.

🏖️ Benefits

• A positive, collaborative team culture where people really matter • Highly competitive benefits, including health insurance, 401k, Employee Stock Purchase Plan options, and a Continuing Education benefit • The flexibility of our remote work environment, with the option of working at our Dallas office • This role may require quarterly travel to our Dallas or Atlanta offices for in person meetings.