Client Onboarding Specialist

Summary

Join ButterflyMX as a Client Onboarding Specialist to guide and educate clients on the ButterflyMX platform, ensuring maximum value. You will become proficient in ButterflyMX hardware, software, and integrations, providing white-glove service. Responsibilities include training clients, understanding integrations, keeping client records updated, and collaborating with teams. The ideal candidate possesses client-facing experience, excellent communication and interpersonal skills, technical proficiency, problem-solving abilities, and a collaborative mindset. ButterflyMX offers comprehensive benefits, including medical, dental, and vision insurance, a 401(k) plan, paid time off, paid family leave, and more.

Requirements

• Previous experience in a client-facing role, such as customer success, account management, or technical support
• Commitment to providing exceptional customer service
• Patience and empathy in handling client concerns and feedback
• Proactive approach to client satisfaction and success
• Excellent verbal and written communication abilities
• Strong presentation skills in a virtual setting
• Ability to convey complex information in a simple and understandable manner
• Outgoing and personable demeanor
• Strong relationship-building skills
• Ability to engage and connect with clients effectively
• Solid understanding of technology and software applications
• Ability to troubleshoot and solve basic technical issues
• Familiarity with CRM software (Salesforce, Vitally), project management tools (Trello) and other relevant software desired
• Ability to quickly learn and adapt to new technologies and software
• Analytical thinking and the ability to resolve issues efficiently
• Creative approach to overcoming challenges during the onboarding process
• Ability to anticipate potential problems and proactively address them
• Ability to work effectively both independently and in a team environment
• Willingness to share knowledge and support team members
• Collaborative mindset to work with cross-functional teams
• Highly motivated and self-driven
• Positive attitude and a team player
• Ability to handle stressful situations with composure and professionalism

Responsibilities

• Train new and existing ButterflyMX client on all of the nuances of the ButterflyMX platform in order to help the attain maximum value as fast as possible
• Become proficient in and maintain product knowledge across all ButterflyMX hardware, software, and integrations in order to deliver white-glove service to new and existing clients from handoff through onboarding
• Understand the complexities of available integrations in order to assist clients in completing setup and basic troubleshooting
• Keep records updated with the current status of all clients and facilitate introductions to their Client Success Manager once the client is fully onboarded and trained
• Collaborate effectively across all teams as well as create an atmosphere of trust and open communication

Preferred Qualifications

• Experience in onboarding clients for a technology or software company is a plus
• Knowledge of the multi-family industry and/or Proptech is a plus

Benefits

• Comprehensive Medical (ButterflyMX covers 90% of the cost), Dental, and Vision plans (ButterflyMX covers 100% of the cost) starting day 1
• 401(k) plan with a match
• 13 paid holidays, 25 PTO days
• 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, Disability, Legal, Accident, Critical Illness, Pet, and Personal Liability Insurance