Technical Onboarding Specialist

Are you a natural problem-solver with a passion for guiding users through technical solutions? We are seeking a dynamic individual to play a pivotal role in ensuring our customers successfully launch and maximize the value of our client’s CRM platform. In this exciting position, you won’t just be configuring systems; you’ll be the crucial link that empowers users, helping them unlock the full potential of our innovative tools.

You will be the trusted guide for new customers, leading them through a structured onboarding journey. From initial setup to understanding advanced features, you’ll ensure a smooth transition, empowering users to independently manage their accounts and leverage powerful CRM capabilities.

What You’ll Do

• Lead structured customer onboarding and readiness-review sessions.
• Guide customers through core account setup, user activation, system connections, workflows, and automations.
• Help customers use approved self-service resources to complete onboarding tasks independently.
• Monitor onboarding progress, reinforce milestones, and address standard technical questions.
• Troubleshoot common setup and integration issues, escalating complex matters through established support channels.
• Maintain accurate implementation notes, milestones, risks, and status updates in internal systems.
• Coordinate clear, timely handoffs to Customer Success.
• Follow established onboarding playbooks while identifying opportunities to improve consistency and efficiency.

• Two or more years of experience in SaaS onboarding, CRM implementation, technical support, customer enablement, or a related role.
• Working knowledge of CRM concepts, including users, stages, workflows, automations, lead routing, and integrations.
• Experience with Follow Up Boss or a similar CRM platform such as Salesforce, HubSpot, or Zoho.
• Strong customer-facing communication and facilitation skills.
• Ability to explain technical concepts clearly to users with varying levels of experience.
• Strong organization and follow-through across multiple concurrent customer engagements.
• Comfort working within standardized processes, documentation requirements, and escalation procedures.
• Customer-first judgment, patience, adaptability, and attention to detail.

Nice-to-Have Qualifications

• Familiarity with real estate technology.

About Skill:

Skill connects the best professional, IT, engineering, financial and administrative talent with the world’s biggest brands. Our eligible talent get access to benefits such as health benefit contributions, retirement plans with match and flexible spending accounts.

Join a leading innovator in the real estate technology sector. Our client is looking for Technical Onboarding Specialists to help onboard customers using their proprietary CRM platform designed for the real estate industry.