Onboarding Success Manager
About Us
Ylopo, 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. We are seeking an outgoing, tech savvy individual to join our growing team.
Why work for Ylopo?
At Ylopo we offer team members:
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a commitment to personal development,
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guidance and support at a high level through interfacing with our Executive Team to prioritize goals as a company,
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excellent leadership and mentoring for our entry-level to senior staff, and recognition of outstanding efforts,
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team building events, team lunches/ happy hours, and other company wide events
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a supportive, caring environment dedicated to continuous learning and growth.
Summary:
We’re looking for an Onboarding Success Manager to serve as the client’s first strategic partner post-sale. This is a pivotal role in the client journey—setting the tone, expectations, and foundation for long-term success with Ylopo. You’ll provide clients with an understanding of the implementation process, ensure they launch their account in a timely manner, shepherd them through the onboarding period, and seamlessly transition them to scaled or dedicated support.
Team members well-suited to this role will have a track record of being detail-oriented, client-focused, and providing exceptional service, both internally and externally within an organization. They will have excellent communication skills, both through email/tickets and over the phone or via Zoom video. Candidates do not have to have prior experience working at software or marketing companies, but should be willing to learn the intricacies of the Ylopo product and understand how to guide clients through setup to use the product effectively. Most importantly, we’re looking for candidates who are quick-thinking, detail-oriented, organized, patient, positive, and thoughtful.
Requirements:
- Undergraduate degree preferred
- 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
- Understanding of real estate and the real estate profession a plus, but not necessary
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)
KPIs:
- Retention rate during onboarding
- % of clients live in your book within 30 days
- NRR first 6 months for your book
Compensation and full benefits include starting pay from $55K to $70K plus bonus depending on experience 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); and an extremely nice, supportive group of people as your co-workers.
Ylopo is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics. We are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion. To learn more about this commitment, visit: www.ylopo.com/ylopos-diversity-equity-and-inclusion-policy
Ylopo reserves the right to change or modify job duties and assignments at any time. The above job description is not all encompassing. Position functions and qualifications may vary depending on business necessity.
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