Client Onboarding Specialist

Location: Burlington, Vermont (on-site required)

Who We Are: At SearchLight, our mission is to connect fragmented data from various siloed platforms and tools to help Home Service Contractors more efficiently manage their digital marketing spend and operations. We originally began as a small team managing digital marketing campaigns, but quickly discovered a market gap in revenue attribution and went all-in on our vision to build an analytics and data platform to power the $650 billion home services vertical.

We are a bootstrapped software company founded in 2020 and have experienced explosive growth over the last few years.

The Home Services industry has embraced the need for more connected data and we’re here to fill that need. Come join us!

What We Do:

We work with individual contractors (HVAC, Plumbing, Electrical, Roofing and more), Private Equity Firms, National Franchise Brands, Marketing Agencies, CRMs, and outbound marketing tools to configure, connect and visualize relevant data and KPIs from lead to revenue to help those businesses quantify performance and find areas for meaningful improvement.

We work with some of the most recognizable brands in the space with thousands of users leveraging our platform to make better and more informed decisions for their businesses.

 Job Summary:

The Client Onboarding Specialist will work closely with our Production Manager and Director of Operations to assist in task management, documentation, client communication and project management of individual client and enterprise client onboarding, product training, customer support and marketing/sales support.

 What You’ll Do:

• Project manage all aspects of the onboarding process for clients (individual and enterprise)
• Responsible for understanding all necessary onboarding steps for individual and enterprise clients to be informed when bringing on new clients
• Assist with communication to gather necessary information from clients, under the direction of the Production Manager
• Accurately and diligently enter data inputs into Coda (our internal management software) to properly track client information, access information, training materials for onboarding, access information, etc.
• Perform monthly dashboard overviews with clients including follow-up action items to stay close to client feedback, sentiment and overall product experience
• Document FAQs, client requests, and process opportunities improvement to support the engineer and product functions
• Work with the Engineering and Operations team to help QA & troubleshoot new dashboard launches as well as existing client QA requests

What You’ll Bring

• 0-3 years experience in digital marketing with a focus on project management
• Track record of working collaboratively both internally and externally to improve customers’ experiences
• Good organizational skills
• Attention to detail and accuracy
• Strong internal motivation
• Clear and effective communication skills

 Working At SearchLight:

• We believe that our business is what we make it and what the market rewards. There’s no objective opinions here – when we do good work, our clients talk about it, and when they do, our business grows. We reward our employees with rare, ground-floor equity opportunities, 80%-covered Health Benefits including families, generous PTO earned, and competitive salaries with unprecedented growth opportunity.