Ylopo · 10 hours ago
Onboarding Success Manager
United States
Full-time
Remote
Mid Level
$55K/yr - $70K/yrYlopo, LLC is a rapidly growing marketing and technology company providing internet marketing services and proprietary lead generation and engagement software to successful real estate agents across the country. The Onboarding Success Manager will serve as the client’s first strategic partner post-sale, ensuring timely account launches and guiding clients through the onboarding process.
Lead GenerationMachine LearningMarketing AutomationPropTech
Responsibilities
Manage a book of business of clients in setup and newly live
Serve as the first point of contact post-purchase, setting clear expectations and building early trust with new clients
Lead the initial onboarding meeting to review intake forms, introduce key milestones, and align on implementation timelines
Project manage and oversee each client’s Implementation process, coordinating with internal teams to ensure timely and successful setup
Monitor and ensure completion of all required technical onboarding tasks, addressing blockers as needed
Lead client through scheduled, structured onboarding calls, ensuring they are well-trained and have adopted the product
Manage retention efforts for clients who have placed cancellations or are showing indicators of being at-risk
Facilitate office hours and/or live support group sessions via Zoom for clients
Partner with Ylopo Growth team to identify clients who are good candidates for revenue expansion conversations
Work with escalated clients to resolve their concerns
Facilitate large-scale account changes like DNC, Brokerage Change, CRM change, license transfers as needed
Speak confidently and professionally with clients
Work with the utmost urgency to work through client issues
Maintain accurate documentation of client interaction (e.g. logging activity in Salesforce and internal systems timely and correctly)
Qualification
Required
Previous experience in support, training, and customer service
Professional manner
Consistent work habits and strong work ethic
Strong organizational skills and attention to detail
Ability to multitask and work independently toward deadlines
Strong project coordination skills
Strong written and verbal communication skills, ability to work well in a small group setting
Positive demeanor, trustworthy character
Ability to take the initiative and see projects and tasks through to completion
Ability to understand and convey detailed information about our services and systems
Preferred
Undergraduate degree preferred
Understanding of real estate and the real estate profession a plus, but not necessary
Benefits
Bonus: 25% of base salary OTE
Medical, dental, and vision benefits
Paid holidays
Vacation, and sick days
A 401(k)
Paid monthly parking (if applicable)
Company
Ylopo
Ylopo is a real estate-focused SaaS platform that uses digital marketing and AI to help agents generate, nurture, and convert leads.
Founded in 2013
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknown2020-05-18Series Unknown
2014-06-04Seed
Leadership Team
Juefeng Ge
Co-Founder, President
C
Christopher Soto
Chief Technology Officer
Recent News
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