Onboarding Success Manager
Ylopo
full-time
Posted on:
Location Type: Remote
Location: United States
Visit company websiteExplore more
Salary
💰 $55,000 - $70,000 per year
About the role
- Manage a book of business of clients in setup and newly live
- Serve as the first point of contact post-purchase, setting clear expectations and building early trust with new clients
- Lead the initial onboarding meeting to review intake forms, introduce key milestones, and align on implementation timelines
- Project manage and oversee each client’s Implementation process, coordinating with internal teams to ensure timely and successful setup
- Monitor and ensure completion of all required technical onboarding tasks, addressing blockers as needed
- Lead client through scheduled, structured onboarding calls, ensuring they are well-trained and have adopted the product
- Manage retention efforts for clients who have placed cancellations or are showing indicators of being at-risk
- Facilitate office hours and/or live support group sessions via Zoom for clients
- Partner with Ylopo Growth team to identify clients who are good candidates for revenue expansion conversations
- Work with escalated clients to resolve their concerns
- Facilitate large-scale account changes like DNC, Brokerage Change, CRM change, license transfers as needed
- Speak confidently and professionally with clients
- Work with the utmost urgency to work through client issues
- Maintain accurate documentation of client interaction (e.g. logging activity in Salesforce and internal systems timely and correctly)
Requirements
- Undergraduate degree preferred
- Previous experience in support, training, and customer service
- Professional manner
- Consistent work habits and strong work ethic
- Strong organizational skills and attention to detail
- Ability to multitask and work independently toward deadlines
- Strong project coordination skills
- Strong written and verbal communication skills, ability to work well in a small group setting
- Positive demeanor, trustworthy character
- Ability to take the initiative and see projects and tasks through to completion
- Ability to understand and convey detailed information about our services and systems
- Understanding of real estate and the real estate profession a plus, but not necessary
Benefits
- medical, dental, and vision benefits
- paid holidays
- vacation
- sick days
- 401(k)
- paid monthly parking (if applicable)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
project managementonboardingclient retentiondocumentationmultitaskingcustomer servicetraining
Soft skills
organizational skillsattention to detailcommunication skillsprofessional mannertrustworthy characterinitiativepositive demeanorwork ethic