Own end-to-end SaaS onboarding for APAC mid-market and SMB customers, guiding technical setup, launches, and handovers while driving adoption and helping shape scalable regional processes.
Onboarding Specialist - Austin (hybrid)
📜 Description
- Manage up to 50 active client projects from kickoff through website launch.
- Lead 3–4 client Zoom calls per day to gather input, set expectations, and advance projects.
- Track project timelines and address delays or blockers proactively.
- Coordinate with the Product Fulfillment Team to build and connect IDX feeds.
- Document client interactions in Salesforce and contribute to process improvements, product rollouts, and team training.
🛠️ Requirements
- 0–2 years of experience in software implementation, media agency work, or creative/client operations
- Experience coordinating client calls, meetings, and projects in a fast-paced environment
- A strong sense of empathy for clients and a high bar for the experience you deliver
- The ability to think on your feet and find solutions when things don't go as planned
- A can-do attitude and consistently positive energy
- An interest in luxury real estate (a genuine passion is even better)
✨ Benefits
- Translate client vision into actionable steps for internal teams and ensure accuracy and quality.
Full job description
We're looking for an Onboarding Specialist to join our growing Client Success team. Do you love helping others succeed? Are you hyper-organized, project-oriented, and energized by juggling multiple priorities at once? If so, we'd love to speak with you.
As an Onboarding Specialist, you'll guide the build-out and design of award-winning websites for the world's top luxury real estate professionals. You'll immediately build relationships with your clients, understand their business and vision, and translate that into action. As their primary point of contact through the first 2–4 weeks with LP, you are both a brand ambassador and a project manager — delivering a beautiful product with white-glove service all the way to launch.
Essential functions of the role include:
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Managing a book of up to 50 active clients simultaneously from kickoff through website launch
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Running 3–4 client Zoom calls per day (45–60 minutes each) to gather input, set expectations, and move projects forward
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Translating client vision into actionable steps for internal teams, ensuring accuracy and quality
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Monitoring project timelines and proactively addressing delays or blockers before they impact the client
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Maintaining high CSAT scores and a target of 3–5 Google Reviews per quarter
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Hitting a target number of website launches per month
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Coordinating closely with the Product Fulfillment Team to build and connect IDX feeds
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Documenting client interactions and task management in Salesforce
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Contributing to process improvements, new product rollouts, and team training/mentorship initiatives
You're gifted at:
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Understanding what great design looks like and articulating the details clearly to clients
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Anticipating client needs and translating their vision into concrete next steps
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Keeping yourself and your clients organized across a high-volume workload
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Staying composed when things get complex — you don't rattle easily
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Learning new tools and technologies quickly — you don't wait to be taught
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Communicating technical complexity to non-technical clients with patience and clarity
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Being a team player who helps others without being asked
You have:
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0–2 years of experience in software implementation, media agency work, or creative/client operations
-
Experience coordinating client calls, meetings, and projects in a fast-paced environment
-
A strong sense of empathy for clients and a high bar for the experience you deliver
-
The ability to think on your feet and find solutions when things don't go as planned
-
A can-do attitude and consistently positive energy
-
Familiarity with platforms like Squarespace, Shopify, or WordPress is a plus
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An interest in luxury real estate (a genuine passion is even better)
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