Client Onboarding Specialist

Posted 8 Days Ago
Be an Early Applicant
Lehi, UT
In-Office
Junior
Real Estate • Software
The Role
The Client Onboarding Specialist manages the onboarding process for new clients, ensuring smooth transitions and customized software implementations while addressing issues and gathering client feedback.
Summary Generated by Built In

Opiniion is a resident satisfaction software that partners with property management companies to create better living experiences for their residents. Our platform has helped thousands of property managers collect and act on real-time feedback, improve resident experiences, and enhance their online reputation. Opiniion is committed to exceptional service and innovation, earning recognition as one of America’s fastest-growing private companies. Driven by a forward-thinking team, we’re shaping the future of resident engagement. Our continued growth and commitment to innovation make this an exciting time to be part of our team!


LOCATION: Lehi, UT


POSITION OVERVIEW:

We are seeking a detail-oriented and customer-focused Client Onboarding Specialist to join our team and ensure a seamless transition for new clients integrating our property management software solutions. This position offers the opportunity to directly impact client success by providing expert guidance and support throughout the onboarding process. We are looking for a proactive professional who excels at building relationships, problem-solving, and delivering an exceptional client experience. You will take ownership of onboarding new clients, ensuring they fully understand and utilize our platform, while collaborating with internal teams to streamline processes and drive customer satisfaction.


RESPONSIBILITIES:

Client Onboarding:

  • Manage the end-to-end onboarding process for new clients, ensuring a smooth transition from sales to implementation.
  • Collaborate with the sales team to understand client expectations and requirements.

Customization and Configuration:

  • Work closely with clients to customize and configure the property management software to meet their specific needs.
  • Provide guidance on best practices for optimal software utilization.

Issue Resolution:

  • Address and resolve any issues or challenges that may arise during the onboarding process.
  • Collaborate with technical support and development teams to ensure prompt issue resolution.

Client Communication:

  • Maintain clear and open communication with clients throughout the onboarding process.
  • Provide regular updates on project timelines, milestones, and any potential roadblocks.

Product Knowledge:

  • Stay informed about Opiniion's property management software updates, features, and enhancements.

Feedback Collection:

  • Gather feedback from clients during the onboarding process and communicate insights to the product and development teams.
  • Collaborate with cross-functional teams to enhance the onboarding experience based on client input.

Documentation and Reporting:

  • Maintain accurate and detailed records of client onboarding activities.
  • Provide regular reports on onboarding progress and client success metrics.


QUALIFICATIONS:

  • Minimum of 2 years of experience in client onboarding within the tech industry, preferably with property management software.
  • Strong project management and organizational skills.
  • Excellent communication and interpersonal skills.
  • Proficiency in using client onboarding tools and software.
  • Ability to work independently and collaboratively in a team environment.

If you are an experienced Client Onboarding Specialist with a passion for the tech industry, we’d love to hear from you!

OPINIION’S CULTURE: 

At Opiniion, we take our work seriously, but we don’t take ourselves too seriously! Our culture has been affectionately coined "Funfessional"—a perfect blend of professionalism and fun. We are committed to maintaining the highest standards of integrity, ethics, and excellence in all we do while fostering an environment where people enjoy coming to work. We believe in collaboration, innovation, and building a team that truly cares—about our clients, their residents, and each other.

BENEFITS SNAPSHOT:
  • Comprehensive healthcare plans, encompassing medical, dental, and vision insurance, along with group life coverage. Opiniion covers 40-90% of the premium cost for employees and all dependents.
  • 401(k) retirement plan with a 100% corporate match on the first 1% and 50% match on the next 5%.
  • Pre-tax Health Spending Accounts (HSA).
  • Paid Parental Leave for all new parents (including adoption or foster care).
  • Unlimited Time Off policies. 
  • 10 Paid Holidays annually.
  • Monthly Gym Reimbursement benefit.

*Note that the above benefits are available only to full-time employees of Opiniion*


Opiniion is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and  pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.

Top Skills

Client Onboarding Tools
Property Management Software
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The Company
HQ: Lehi, Utah
79 Employees
Year Founded: 2017

What We Do

Opiniion is an industry leading resident satisfaction software. Opiniion helps property owners and operators collect real-time resident feedback, more online reviews, better engagement, and nonstop insights to strengthen your community.

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