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Onboarding Manager – Client Services
CINCOnboarding 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.
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
✓ Tailor your resumeApplicant 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