Job Description

Job Description

Position : Client Onboarding & Deployment Strategist

Reports to: Director of Client Success / VP of Operations

Location: Flexible; must be willing to travel (30% minimal travel required)

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

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