Technical Onboarding Specialist

Join a leading innovator in the real estate technology sector, revolutionizing how clients engage with their customers through advanced digital solutions. This forward-thinking organization, partnered with Aquent, is deeply committed to empowering its users and driving success in a dynamic industry.

Are you a natural problem-solver with a passion for guiding users through technical solutions? This is an exciting opportunity to be the crucial link that empowers users to unlock the full potential of innovative tools. As a trusted guide for new customers, you will lead them through a structured onboarding journey for an advanced CRM platform, ensuring a smooth transition from initial setup to understanding advanced features. Your expertise will directly contribute to customer success and the overall growth of the platform, 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 relevant tracking systems.
• Coordinate clear, timely handoffs to Customer Success.
• Follow established onboarding playbooks while identifying opportunities to improve consistency and efficiency.

Must-Have Qualifications

• 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 a 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 Aquent

Aquent 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.

Aquent is an equal-opportunity employer. We evaluate qualified applicants without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We're about creating an inclusive environment-one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.