Customer Onboarding Specialist

🕒 September 12

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🚀 Onboarding Specialist

🚫👨‍🎓 No degree required

👻 Ghost score 18%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Sierra Interactive

WebsiteLinkedInAll Job Openings

11 - 50 employees

🏠 Real Estate

☁️ SaaS

📣 Marketing

Real Estate • SaaS • Marketing

Sierra Interactive is a company that provides comprehensive real estate CRM and digital marketing solutions tailored for real estate teams and enterprises. They offer a suite of tools including IDX websites, marketing automation, and ad management services to help real estate professionals generate more leads, close deals, and streamline their operations. Sierra Interactive is dedicated to enhancing business growth through advanced real estate technology solutions, such as personalized IDX integration, automated messaging sequences, and easy tool integrations. Their offerings cater to small teams, growing teams, and enterprise-level real estate agencies, with a focus on scalability, customization, and improving digital presence and lead conversion rates.

📋 Description

• Own onboarding for a portfolio of new clients from signed agreement through CRM and website launch • Drive client progress through proactive email, phone, and Zoom follow-ups • Guide clients through Customer Intake, IDX approvals, EIN submission, and billing setup • Monitor onboarding tasks, identify risks, communicate clearly, and escalate blockers • Reignite stalled clients and facilitate smooth website go-live experiences • Own account reactivations, package changes, and website template conversions for existing clients • Manage go-live requests for new builds, template conversions, and reactivations • Serve as the trusted advisor and central point of contact throughout onboarding • Anticipate client needs and communicate proactively • Collaborate with Education, Support, Operations, and other cross-functional teams • Serve as primary post-sale contact through onboarding and training completion • Facilitate customer adoption through education-team connections, self-service resources, and basic platform guidance • Identify at-risk clients and coordinate turnaround strategies • Promote platform features that support measurable customer success • Collect and share client feedback to improve onboarding processes and materials • Propose and implement process improvements • Provide first-line phone support for basic CRM, IDX, and lead-management questions • Escalate advanced training needs to Customer Education and technical issues to Support

🎯 Requirements

• High school diploma or GED • 1–3+ years working in customer support, project or account coordination, or customer success in a SaaS environment • Take ownership of outcomes end-to-end and follow through until completion • Communicate proactively with updates and next steps • Build trust and confidence with empathy and professionalism • Excellent writing skills, engaging conversational style, and solid grammar • Highly organized and able to manage concurrent projects and shifting priorities • Coordinate effectively across teams and maintain clean handoffs • Prior experience with customer onboarding is a plus • Experience with lead generation, digital marketing, or contact database management best practices • Familiarity with content management systems and CRMs is a plus • Proven ability to work independently and in groups, carefully and efficiently • Patience and attention to detail • Strong communication skills and ability to explain complex concepts clearly • Effective cross-functional collaboration • Commitment to continuous learning and professional development • Prior remote or distributed-team experience is preferred • Real estate experience is a plus

🏖️ Benefits

• Excellent medical, dental, and vision coverage. Full cost covered for employee, and option to add spouse/partner and dependents. • 401k retirement plan (up to 4% matching). • 15 days PTO • 10 paid holidays • 12 weeks of paid parental leave