You’ll be the first strategic partner clients meet after the sale, and that first stretch sets the tone for everything. If you’re organized, client-savvy, and can guide people from “new customer” to “fully live” without chaos, this role is built for you.
About Ylopo
Ylopo is a fast-growing marketing and technology company serving real estate agents with internet marketing services and proprietary lead generation and engagement software. They’re known for a supportive culture focused on development, strong leadership access, and team connection. Their work helps agents grow through smart marketing and scalable tech.
Schedule
- Full-time, remote
- Compensation: $55K–$70K base (depending on experience)
- Bonus: 25% of base salary OTE
- Benefits include medical, dental, vision, paid holidays, vacation, sick time, and 401(k)
- Paid monthly parking (if applicable)
What You’ll Do
- Manage a book of onboarding clients in setup and newly live status
- Serve as the first point of contact post-purchase, setting expectations and building trust early
- Lead initial onboarding meetings, reviewing intake forms and aligning on milestones and timelines
- Project manage each client’s implementation process, coordinating with internal teams to hit deadlines
- Monitor completion of technical onboarding tasks and remove blockers quickly
- Guide clients through structured onboarding calls to ensure training, adoption, and confidence
- Support retention during onboarding, including working with at-risk clients and cancellations
- Host office hours and/or live group support sessions via Zoom
- Partner with the Growth team to identify clients ready for expansion conversations
- Handle escalations and resolve client concerns with urgency and professionalism
- Facilitate large-scale account changes (DNC, brokerage changes, CRM changes, license transfers)
- Maintain accurate, timely documentation in Salesforce and internal systems
What You Need
- Undergraduate degree preferred
- Experience in support, training, and customer service
- Strong organizational skills, attention to detail, and ability to multitask toward deadlines
- Strong written and verbal communication skills (email/tickets, phone, Zoom)
- Project coordination skills and the ability to drive tasks to completion
- Professional, trustworthy, and client-focused demeanor
- Comfort learning new tools and explaining detailed service and system info clearly
- Real estate knowledge is a plus, but not required
Benefits
- Medical, dental, and vision insurance
- Paid holidays, vacation, and sick days
- 401(k) retirement plan
- Bonus opportunity (25% OTE)
- Team events, lunches/happy hours, and company-wide activities
- Development-focused culture with support and mentoring
If you want a role where your organization and people skills directly impact retention and long-term client success, this is a strong one to jump on.
Bring the calm, the clarity, and the follow-through. Ylopo will bring the momentum.
Happy Hunting,
~Two Chicks…