Position Details

Salary $45K – $52K USD / year

Type Full-Time

Experience entry

Exp. Years Not specified

Education Not specified

Category Customer Success & Support

About this role

Own the post-sale experience for a proptech software suite, taking newly signed real estate brokerages from signed contract through onboarding, training, go-live, and early adoption. You will coordinate internally and act as the single point of contact to ensure every client launches successfully.

Key Responsibilities

Own post-sale client onboarding through go-live and early adoption
Set up client accounts in the CRM correctly
Coordinate implementation tickets with engineering
Run onboarding calls and train clients on products
Ensure cross-functional alignment so launches don’t stall

Technical Overview

This is a customer success/onboarding role focused on coordinating CRM account setup and engineering implementation tickets, collecting payment information before provisioning, and training clients on multiple SaaS products.

Ideal Candidate

The ideal candidate is an entry-level customer success professional who is highly organized and detail-oriented, comfortable managing multiple client onboarding and go-live launches at once. They will act as a single point of contact, coordinate with engineering on implementation tickets, and train clients on software to ensure successful early adoption. Prior support, account coordination, or client services experience (especially in SaaS or real estate/proptech) is a plus.

Must-Have Skills

manage multiple client launches at once without dropping ballscommunicate clearlygenuine attention to detailstrong organizational skills

Nice-to-Have Skills

Prior SaaS or real estate experience is a plus

Tools & Platforms

CRMHubSpot

Required Skills

organizational skillsattention to detailCRMaccount setupimplementation ticketsonboarding callstrainingproduct traininggo-liveearly adoptionsingle point of contactstakeholder alignmentcommunicate clearlymanage multiple client launches

Hard Skills

CRMOnboardingTrainingImplementationSchedulingPayment information collectionProduct trainingCustomer launch management

Soft Skills

organizational skillsattention to detailclear communicationproblem-solvingstakeholder alignmentsingle point of contacttime managementprocess-driven

Industry & Role

Industry SaaS

Job Function Manage end-to-end client onboarding and go-live for a SaaS proptech suite to ensure successful adoption.

Role Subtype Customer Success Manager

Keywords for Your Resume

Client Success SpecialistCustomer SuccessClient onboardingonboarding callstraininggo-liveearly adoptionCRMaccount setupimplementation ticketsproduct trainingsingle point of contactstakeholder alignmentReal estate brokeragesreal estate brokerageSaaSproptechorganizational skillsattention to detailGoogleZillowRealtor.comclient onboarding

Deal Breakers

Must demonstrate strong organizational skills and attention to detail, Must be able to manage multiple client launches at once without dropping balls, Must communicate clearly as the single point of contact during launch

Apply for this Position →

Get matched to jobs like this

Luna finds roles that fit your skills and career goals — no endless scrolling required.

Create a Free Profile