Position Details

Salary $45K – $52K USD / year

Type Full-Time

Experience entry

Exp. Years 0+ years

Education Not specified

Category Customer Success & Support

About this role

Join a profitable SaaS company as a Client Success Specialist responsible for onboarding new real estate clients, training users, and ensuring successful go-live and adoption across three products.

Key Responsibilities

Own client launches from contract to go-live and onboarding
Schedule and run onboarding calls
Train clients on products
Coordinate with internal teams to resolve blockers
Maintain CRM data in HubSpot

Technical Overview

Requires HubSpot CRM proficiency, CRM usage, onboarding workflows, and remote collaboration tools (Zoom/Teams); focus on customer onboarding and training.

Ideal Candidate

An entry-level client success professional with strong organizational skills who can manage multiple SaaS onboarding projects, communicate clearly with clients, and coordinate cross-functionally.

Must-Have Skills

Strong organizational skillsAttention to detailClear communicationAbility to manage multiple client launches

Nice-to-Have Skills

Prior SaaS experienceReal estate experience

Tools & Platforms

HubSpotCRMGoogle WorkspaceZoomMicrosoft Office

Required Skills

hubspot crmcrmonboardingsaasremoteonboarding callstraininggo-liveremote workcustomer experience

Hard Skills

HubSpotCRMonboardingtrainingSaaSremote communication

Soft Skills

organizationattention to detailclear communicationmultitaskingprocess-driven

Industry & Role

Industry SaaS

Job Function Onboard and enable customers to achieve successful product adoption in a remote SaaS environment

Role Subtype Customer Success & Support

Keywords for Your Resume

client success specialistsaashubspot crmcrmonboardingonboarding callstraininggo-liveremotereal estatebrokeragesaccountscustomer experiencecommunicationremote workvendor managementpost-saleimplementation ticketslaunch

Deal Breakers

Lack of onboarding/SaaS experience, Inability to work remotely

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