Client Onboarding Specialist

2 weeks ago

Phoenix, United States Renren Full time
Lofty is a high-growth, global SaaS company serving the residential real estate market. Our suite of tools addresses the daily pain points faced by agents, empowering them to launch effective marketing campaigns, track leads' activities, build lasting customer relationships, and efficiently manage teams. As a leader in our industry, we are seeking a highly motivated Client Onboarding Specialist to join our team and drive growth within the industry. Join us on our exciting journey and help shape the future of technology within the real estate space

We are a 3-day in-office hybrid company and are seeking employees in the local Phoenix, AZ area to join our dynamic team

Job Overview

The Client Onboarding Specialist is responsible for managing onboarding and training of new customers and is the point of contact for all customer interaction post sale. Responsible for customer segment research including extracting data and analysis to develop recommended offerings, campaigns and services.

Responsibilities and Duties
  • Deliver onboard training to new customers
  • Operate as a point of contact for all matters specific to our customers, proactively respond to customer requests, complaints, and needs as well as issue escalations as needed
  • Ensure the timely and successful delivery of solutions according to customer needs and objectives
  • Communicate clearly the progress of daily/weekly initiatives to internal and external stakeholders
  • Collect information and materials needed for mailings and campaigns
  • Provide consultation on the development and improvement of clients marketing strategies via phone and email
  • Recognize strengths and weaknesses with clients current marketing strategies and make recommendations for improvements

Requirements

Qualifications
  • HS Diploma with advanced education preferred
  • Experience working directly with customers to solve issues
  • Ability to thrive in a fast-paced and dynamic work environment
  • Ability to handle confidential information
  • Strong writing and proofreading skills, use of proper grammar and verbiage
  • Ability to multi-task, creative thinker, problem solver
  • Online marketing industry experience preferred
  • 1-3 years of experience managing client relationships within a high-volume environment
  • Digital marketing expertise with the paid search and organic search landscape (additional expertise with social and display preferred)
  • Advanced technology skills to include:
  • Use of the Internet, Google Maps
  • Microsoft Excel and other office suite products
  • Knowledge of sales platform software such as "SalesForce" a plus
  • Software and/or SaaS experience is a huge plus

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