Chime Technologies is a rapidly growing and category-defining SaaS platform that caters to residential real estate agents, teams, and brokerages. 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 Onboarding Specialist to join our team and drive growth within the real estate technology market.
As an Onboarding Specialist at Chime, you will play a crucial role in ensuring our clients have a seamless and successful onboarding experience. You will be the first point of contact for our new clients post sale, guiding them through the set-up process and ensuring they fully understand and utilize our software to its maximum potential. You will work closely with our Sales, Customer Support, and Product teams to deliver a superior onboarding experience.
Responsibilities and Duties
- Client Onboarding: Guide new clients through the onboarding process, including account setup, data migration, and initial system configuration.
- Training and Education: Provide training sessions and educational materials to clients to help them understand and use our software effectively.
- Documentation: Create and maintain documentation to assist clients in their onboarding journey.
- Customization: Collaborate with clients to customize the software to their specific needs and business processes.
- Troubleshooting: Identify and resolve any technical issues or challenges that clients may encounter during the onboarding process.
- Cross-Functional Collaboration: Collaborate with Sales, Customer Support, and Product teams to ensure a smooth handover from sales to onboarding and post-onboarding support.
- Client Success: 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.
- Proficiency in hosting webinars and conducting meetings using Zoom or Teams via video.
- Associates degree or bachelors degree preferred
- 1-3 years of experience managing client relationships within a high-volume environment.
- Proven experience in client onboarding, preferably in a SaaS or software-related role.
- Ability to thrive in a fast-paced and dynamic work environment
- Ability to handle confidential information
- Excellent communication and interpersonal skills.
- Strong problem-solving abilities and attention to detail.
- Ability to explain complex concepts in a simple and understandable manner.
- Customer-centric mindset with a passion for ensuring client success.
- Strong writing and proofreading skills, use of proper grammar and verbiage
- Ability to multi-task, creative thinker, problem solver
- Advanced technology skills.
Chime Technologies Inc. At A Glance
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