butterflymx - Client Onboarding Specialist
Requirements
• 2+ years of experience in client onboarding, client support, customer service, or a similar client-facing role, preferably within a technology or SaaS environment. • Experience using Zendesk or another ticketing platform to manage client requests, document interactions, and track resolutions. • Strong written and verbal communication skills, including the ability to explain technical concepts clearly to nontechnical audiences. • Excellent organization, attention to detail, and the ability to manage multiple requests and priorities. • Strong problem-solving skills and technical aptitude, with the ability to quickly learn new products, systems, and integrations. • A proactive, ownership-oriented approach with reliable follow-through and sound judgment. • Ability to work independently while collaborating effectively with internal teams and client stakeholders. • Maintain a professional, client-focused presence by keeping your camera on during scheduled video calls with clients, fostering engagement, building rapport, and delivering an exceptional onboarding experience. • Knowledge of property management, proptech, or hardware-enabled SaaS is a plus. • Proven experience with leveraging AI tools in both professional and personal settings. • ButterflyMX is an AI-forward organization, and the ability to optimize efficiency using AI is crucial in every role.
Responsibilities
• Guide new and existing clients through onboarding by communicating key steps, setting clear expectations, and helping teams understand how to use ButterflyMX solutions through email, phone, and video support. • Simultaneously onboard multiple projects and clients, maintaining clear communication and timely follow-through. • Provide initial and refresher training on ButterflyMX products, administrative tools, and relevant features. • Support clients through product setup, integrations, troubleshooting, onboarding challenges, and engaging internal teams when needed. • Maintain accurate records, ticket updates, and onboarding documentation to ensure work is visible and actionable. • Work collaboratively with Client Success, Technical Support, Implementation, and other internal teams to drive client outcomes and ensure continuity in the client experience. • Identify and provide feedback on recurring questions, onboarding friction, and opportunities to improve client education, processes, and resources.
Benefits
• The expected base salary range for this position is $30-35/hr. Actual compensation will depend on factors including budget, skills, experience, location, and internal equity. This position may also be eligible for bonuses, equity, or other forms of compensation, where applicable. • 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 Indemnity, Legal, Accident, Critical Illness, Pet, and Personal Liability Insurance
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