Client Onboarding Specialist

Job Description

Description:

Remote Full-Time Exempt

Reports to: Chief Revenue Officer

Department: Sales

About Flueid Software

At Flueid, we are on a mission to make the real estate transaction more fluid. Our patented platform powers decision-making across the home buying journey, helping lenders, title agents, real estate professionals, and more deliver faster, more secure, and more efficient closings. With deep roots in title, real estate, and financial technology, we’re creating a future where every part of the transaction is digitally connected, streamlined, and transparent. We’re proud to be reshaping an industry that touches the lives of millions.

The Opportunity

We are looking for a Client Onboarding Specialist to take ownership of the onboarding and implementation experience for our clients. In this critical role, you'll serve as the bridge between sales, operations, and our valued customers—ensuring seamless implementation, alignment with internal stakeholders, and long-term client success.

You’ll function as a project manager, business analyst, and client success partner all in one—working cross-functionally to enhance the onboarding journey, optimize systems and processes, and contribute directly to Flueid’s mission of transforming the real estate experience.

What You'll Do

Own the Onboarding & Implementation Process

Lead the development, documentation, and improvement of Flueid’s onboarding and implementation workflows

Identify inefficiencies and implement scalable, repeatable processes that enhance client satisfaction

Manage Projects End-to-End

Define project scope, track deliverables, manage timelines, and lead all stages of the onboarding lifecycle

Coordinate cross-functional teams and external stakeholders to ensure timely, high-quality implementations

Maintain project documentation and seamless internal handoffs

Collaborate Across Teams

Partner closely with Sales, Client Success, Implementation, Product, and Operations to ensure alignment from presales to post-sales

Serve as the key liaison ensuring continuity of service and client expectations

Drive Performance and Insights

Monitor key performance indicators (e.g., time-to-onboard, client adoption metrics)

Analyze trends and provide actionable insights to leadership

Translate data into compelling reports and recommendations

Enhance Client Relationships

Be a strategic partner to clients during onboarding

Troubleshoot issues quickly and escalate as needed to maintain a smooth client experience

Requirements:

Preferred Experience & Knowledge

3+ years of experience in onboarding, implementation, project management, or business analysis, preferably in a client-facing or SaaS environment.

Proficient in project management tools and reporting/analytics platforms.

Experience in the real estate industry preferably with a title company, real estate brokerage, or mortgage company a plus.

Experience building and optimizing onboarding or implementation processes.

Familiarity with industry-specific workflows, regulations, and terminology.

Experience in a sales or sales support role

Key Skills

Strong communicator: Able to explain complex concepts in clear, industry-relevant language

Problem solver: Proactively identifies issues and delivers effective solutions

Highly organized: Capable of managing multiple accounts, deadlines, and internal priorities

Team player: Works well with cross-functional partners and clients alike

Adaptable: Thrives in a fast-paced, changing environment

Results-oriented: Focused on client success and process improvements backed by metrics

Physical & Remote Work Requirements

This is a fully remote role with possible travel

Must be able to operate typical office technology and occasionally lift up to 25 pounds

Regular attendance and ability to communicate clearly via phone and video conferencing required

Why Join Flueid?

We’re not just building software—we’re changing how an entire industry works. When you join Flueid, you’ll be part of a collaborative, mission-driven team that values innovation, inclusivity, and impact. You’ll also enjoy:

A flexible remote work culture

Competitive compensation & benefits

Opportunities for growth and development

A company that celebrates wins—big and small

Ready to help modernize real estate?

Full-time

Fully remote