Client Onboarding Specialist

📋 Description

• Guide new and existing clients through onboarding by communicating key steps, setting clear
• Simultaneously onboard multiple projects and clients, maintaining clear communication and timely
• Provide initial and refresher training on ButterflyMX products, administrative tools, and relevant
• Support clients through product setup, integrations, troubleshooting, onboarding challenges, and
• Maintain accurate records, ticket updates, and onboarding documentation to ensure work is visible
• Work collaboratively with Client Success, Technical Support, Implementation, and other internal

🎯 Requirements

• 2+ years of experience in client onboarding, client support, customer service, or a similar
• Experience using Zendesk or another ticketing platform to manage client requests, document
• Strong written and verbal communication skills, including the ability to explain technical concepts
• Excellent organization, attention to detail, and the ability to manage multiple requests and
• Strong problem-solving skills and technical aptitude, with the ability to quickly learn new
• A proactive, ownership-oriented approach with reliable follow-through and sound judgment.

🎁 Benefits

• Comprehensive Medical, Dental and Vision plans (ButterflyMX covers 80% of the cost) starting day 1
• 401(k) plan with a match
• 10 paid holidays, 20 vacation days, 5 sick days, 3 floating holidays
• Basic Life and Accidental Death and Dismemberment Insurance (ButterflyMX covers 100% of the cost)
• Short and Long Term Disability (ButterflyMX covers 100% of the cost)
• Paid Family Leave