Role Overview:
We are looking for a highly organized and customer-focused Client Onboarding & Training Specialist to join our team. This role is crucial for ensuring that new clients are set up for success with our platform and services. You will guide clients through the onboarding process, provide live and recorded training sessions, and ensure they feel confident using our system to send work orders. You’ll also maintain ongoing check-ins during the early stages of their engagement to build strong relationships and ensure satisfaction.
Key Responsibilities:
- Serve as the main point of contact for new clients after a sales handoff.
- Coordinate and manage the onboarding process from contract signing to first successful work order submission.
- Provide product training via Zoom, phone, and in-person sessions (where applicable).
- Customize onboarding sessions based on the client’s needs (REO agents, banks, property managers).
- Create and maintain onboarding resources (guides, video tutorials, FAQs).
- Monitor early client activity to ensure adoption of the platform and identify any roadblocks.
- Work closely with Sales, Vendor Management, and Operations to ensure a seamless client experience.
- Gather feedback to improve training materials and the onboarding process.
- Provide light technical support for portal-related questions during the onboarding phase.
Requirements
Qualifications:
- 2+ years in a client-facing role such as onboarding, account management, or training.
- Strong communication skills, both written and verbal.
- Comfortable with web-based platforms and able to teach others how to use them.
- Highly organized with the ability to manage multiple onboarding projects simultaneously.
- Experience in property management, real estate, or service industries is a plus.
- Proficient in Zoom, CRM tools (HubSpot experience preferred), and Google Workspace.
Benefits
What We Offer:
- Competitive base salary + performance bonus.
- Comprehensive training on our services and platform.
- Growth opportunities in a rapidly expanding company.
- Supportive and collaborative work environment.
Top Skills
What We Do
United Field Services, Inc. (United FS) is an assorted and experienced provider of mortgage filed services. Our industry-leading solutions support the entire portfolio life cycle, from REO Property Preservation, construction to rental renovation, notary and title abstracting.
We offer services that stabilize neighborhoods and ensure that managed properties comply with all local, state, and federal agency requirements.
United FS's focus on the relationships between lenders, owners, and contractors provides the benefit of trusted and vetted partnerships that are executed with total trust and integrity on an ongoing basis. We only work with the best vendors who share our values for excellence in execution and service.
Our advanced information technology provides a competitive advantage to prepare for servicing loans in a variety of different states.
We strive to always meet aggressive timelines and make sure that each and every property that we service is secure, free of any code violations, and fully compliant with all applicable laws.
Our outstanding customer service as well as our technological capabilities give us the ability to offer comprehensive solutions and quick turnaround times
