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CINC

Onboarding Manager – Client Services

CINC

Onboarding Manager leading 6-10 Advisors at Real Geeks, ensuring effective onboarding and customer success strategies. Responsible for operational efficiency and team development in a remote environment.

Posted 6/23/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • 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

What you’ll need
  • 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

Comp & perks
  • 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.

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data analysistrend forecastingprocess optimizationcustomer experience managementonboarding metricsimplementation speedNPSCSATeNPS
Soft Skills
people managementoperational instinctsorganizational skillsde-escalationprofessionalismcommunication skillsservant leadershipteam focuscalm under pressure