Client Onboarding & Deployment Strategist
INFIELD Talent Solutions, Chicago, IL, United States
Client Onboarding & Deployment Strategist
Reports to:
Director of Client Success / VP of Operations
Location:
Flexible; must be willing to travel (30% minimal travel required)
Base pay range:
$70,000.00/yr - $75,000.00/yr
Position Summary The Deployment Strategist plays a critical role in ensuring successful deployment, adoption, and optimization of our self‑guided touring solutions across multifamily communities. This position is responsible for mapping and validating tour paths, training, and collaborating with client on‑site teams, monitoring initial performance KPIs, and executing quality assurance measures to maximize conversion rates and ensure long‑term adoption by both on‑site leasing staff and prospects.
Key Responsibilities Client Onboarding & Implementation (50%)
Lead end‑to‑end onboarding for new communities, ensuring smooth system setup, CRM/data integrations, and feature activation.
Develop and validate tour path maps on site, ensuring each community offers a seamless, branded prospect experience.
Train client leasing teams, marketing staff, and leadership on platform functionality, messaging, and adoption best practices.
Partner with client stakeholders to customize workflows and ensure alignment with community leasing goals.
Quality Assurance & Reporting (30%)
Conduct follow‑up quality assurance visits post‑launch to monitor tour flow, system reliability, and adherence to best practices.
Track and report on success/solutions of KPI performance metrics (time‑to‑launch, adoption rates, CSAT, first‑tour success, feature utilization).
Provide actionable insights and recommendations to Client Success Manager to promote active conversions.
Collaborate with internal teams to continuously refine the onboarding playbook based on lessons learned in the field.
Client Relationship & Collaboration (30%)
Act as the primary onboarding liaison, building strong partnerships with client leadership and on‑site teams.
Partner with Property Success Manager to propel clients into achieving highest conversion potential by analyzing lead behavior, tour outcomes, and follow‑up strategies within the initial 45‑days of deployment.
Participate in onboarding check‑ins, adoption reviews, and performance presentations to client stakeholders.
Key Performance Indicators (KPIs) Success in this role is measured by:
Implementation Efficiency: % of launches completed on time and error‑free.
Adoption Rates: % of on‑site staff trained and % of features activated during onboarding.
Client Satisfaction: CSAT scores following onboarding and QA visits.
Conversion Potential: Prospect engagement and utilization metrics within first 45 days.
Qualifications
1‑2 years of experience in frontline multifamily leasing preferred.
1+ client onboarding, training, or implementation preferred (real‑estate technology, SaaS, or multifamily housing).
Proven ability to manage multiple client projects with tight timelines and high accountability.
Strong analytical skills with experience interpreting KPI dashboards and generating actionable insights.
Excellent communication, presentation, and relationship‑building skills.
Ability to thrive in a fast‑paced, travel‑heavy role.
Employee Benefits
Health Insurance
401(k) + company match
Generous PTO and paid holidays
Competitive salary and performance‑based discretionary bonus
Growth opportunities in a high‑growth startup
Seniority level:
Associate
Employment type:
Full‑time
Job function:
Product Management
Industries:
Real Estate and Software Development
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Director of Client Success / VP of Operations
Location:
Flexible; must be willing to travel (30% minimal travel required)
Base pay range:
$70,000.00/yr - $75,000.00/yr
Position Summary The Deployment Strategist plays a critical role in ensuring successful deployment, adoption, and optimization of our self‑guided touring solutions across multifamily communities. This position is responsible for mapping and validating tour paths, training, and collaborating with client on‑site teams, monitoring initial performance KPIs, and executing quality assurance measures to maximize conversion rates and ensure long‑term adoption by both on‑site leasing staff and prospects.
Key Responsibilities Client Onboarding & Implementation (50%)
Lead end‑to‑end onboarding for new communities, ensuring smooth system setup, CRM/data integrations, and feature activation.
Develop and validate tour path maps on site, ensuring each community offers a seamless, branded prospect experience.
Train client leasing teams, marketing staff, and leadership on platform functionality, messaging, and adoption best practices.
Partner with client stakeholders to customize workflows and ensure alignment with community leasing goals.
Quality Assurance & Reporting (30%)
Conduct follow‑up quality assurance visits post‑launch to monitor tour flow, system reliability, and adherence to best practices.
Track and report on success/solutions of KPI performance metrics (time‑to‑launch, adoption rates, CSAT, first‑tour success, feature utilization).
Provide actionable insights and recommendations to Client Success Manager to promote active conversions.
Collaborate with internal teams to continuously refine the onboarding playbook based on lessons learned in the field.
Client Relationship & Collaboration (30%)
Act as the primary onboarding liaison, building strong partnerships with client leadership and on‑site teams.
Partner with Property Success Manager to propel clients into achieving highest conversion potential by analyzing lead behavior, tour outcomes, and follow‑up strategies within the initial 45‑days of deployment.
Participate in onboarding check‑ins, adoption reviews, and performance presentations to client stakeholders.
Key Performance Indicators (KPIs) Success in this role is measured by:
Implementation Efficiency: % of launches completed on time and error‑free.
Adoption Rates: % of on‑site staff trained and % of features activated during onboarding.
Client Satisfaction: CSAT scores following onboarding and QA visits.
Conversion Potential: Prospect engagement and utilization metrics within first 45 days.
Qualifications
1‑2 years of experience in frontline multifamily leasing preferred.
1+ client onboarding, training, or implementation preferred (real‑estate technology, SaaS, or multifamily housing).
Proven ability to manage multiple client projects with tight timelines and high accountability.
Strong analytical skills with experience interpreting KPI dashboards and generating actionable insights.
Excellent communication, presentation, and relationship‑building skills.
Ability to thrive in a fast‑paced, travel‑heavy role.
Employee Benefits
Health Insurance
401(k) + company match
Generous PTO and paid holidays
Competitive salary and performance‑based discretionary bonus
Growth opportunities in a high‑growth startup
Seniority level:
Associate
Employment type:
Full‑time
Job function:
Product Management
Industries:
Real Estate and Software Development
#J-18808-Ljbffr