Customer Onboarding Analyst

We’re expanding our Customer Success team and hiring a high-performing Onboarding Specialist. You will own the customers' first 30 - 45 days, set the tone for the relationship, build confidence and ensure customers are ready quickly and correctly. This role defines the customer’s first impression of Smarter Contact and has clear growth potential within a fast-scaling SaaS company. This is a direct-hire role.

About us: Smarter Contact is the market-leading AI-powered communications platform for real estate professionals in the U.S., powering tens of millions of text and voice conversations every month, helping real estate professionals close more deals.

What You’ll Own: Lead and follow up on all 1-1 or group onboarding sessions via phone, video, text, and email using our own tech stack Complete all daily CRM tasks (to-dos, emails, texts, calls, etc.) Guide customers through initial setup, configuration, and first live campaigns Establish clear expectations for SMS performance, compliance, and best practices Reinforce Smarter Contact’s value proposition, positioning, and differentiators Ensure customers reach defined activation milestones within the onboarding window Proactively identify confusion, friction, or risk during onboarding-escalate and resolve Document onboarding outcomes, next steps, and handoff notes clearly in CRM Partner closely with Sales, Marketing, and Customer Experience to ensure a clean transition post onboarding Work a minimum of 40 hours/week between

10 AM - 7 pm Eastern Standard Time or later,

Monday to Friday