Client Onboarding Specialist

The role

The Client Onboarding Specialist helps new and existing clients onboard, understand, and use ButterflyMX products. You will coordinate onboarding activities, provide training, and support product setup and integrations.

What you will do

• Guide new and existing clients through onboarding via email, phone, and video support.
• Simultaneously onboard multiple projects and clients.
• Provide initial and refresher training on ButterflyMX products and administrative tools.
• Support clients through product setup, integrations, and troubleshooting.
• Maintain accurate records, ticket updates, and onboarding documentation.
• Work collaboratively with internal teams to drive client outcomes.
• Identify and provide feedback on onboarding friction and opportunities to improve processes.

Required qualifications

• 2+ years of experience in client onboarding, client support, customer service, or a similar client-facing role
• Experience using Zendesk or another ticketing platform
• Strong written and verbal communication skills
• Excellent organization and attention to detail
• Strong problem-solving skills and technical aptitude
• A proactive, ownership-oriented approach
• Ability to work independently while collaborating effectively with internal teams and client stakeholders
• Ability to keep camera on during scheduled video calls with clients
• Proven experience with leveraging AI tools in both professional and personal settings

Nice to have

• Experience within a technology or SaaS environment
• Knowledge of property management, proptech, or hardware-enabled SaaS

Benefits

• Comprehensive Medical, Dental and Vision plans (ButterflyMX covers 80% of the cost) starting day 1
• 401(k) plan with a match
• 10 paid holidays
• 20 vacation days
• 5 sick days
• 3 floating holidays
• Basic Life and Accidental Death and Dismemberment Insurance (ButterflyMX covers 100% of the cost)
• Short and Long Term Disability (ButterflyMX covers 100% of the cost)
• Paid Family Leave
• Employee Assistance Program
• Quarterly self-care stipends
• Access to optional benefits including pre-tax flexible healthcare spending accounts (FSA and HSA), Dependent Care FSA, and Commuter Benefits, as well as optional Supplemental Life, AD&D, Hospital Inde

Before you apply

• You must have the authorization to work in the US to become an employee.

About the company

ButterflyMX is on a mission to empower people to automate property access, operations, and security from a single platform. They are a distributed, primarily remote workforce.