Customer onboarding and success manager – SaaS, Real Estate Marketing
$60K Base / $70K OTE Remote Customer Onboarding Specialist | SM3 Marketing SM3 Marketing is one of the fastest growing advertising and consulting companies in the real estate investing space. The company was founded by Joe Potenza, who built and operates one of the top real estate wholesaling companies in the country. If you want, Joe posts all of his businesses on Instagram @joepotenza4. SM3 was created to help other real estate investors replicate the same marketing and scaling systems. Our clients spend anywhere from $8,000 to $100,000+ per month on advertising, and we work with some of the largest operators in the real estate wholesaling industry. Now we’ve built the software to match. About The System The system is our in-house CRM, built from the ground up for real estate wholesalers and investors. Most CRMs stop at the lead. Ours connects the exact ad and keyword that generated a lead to every conversation, follow-up, contract, and closed deal, then feeds that data back into Google and Meta so our clients’ ads keep getting smarter. It includes two-way texting and calling, AI follow-up, drip campaigns, deal desks, contracts and e-sign, and full reporting, all in one platform. We’re bringing on new users and need someone who can get every one of them set up, trained, and winning. CEO Note This isn’t a call center job. You will be the first real experience our customers have with Leo. If you do this job well, our customers stay, grow, and refer their friends. We only work with people who believe in what we’re building, want to see massive growth, and are dedicated to doing great work every day. If you want to grow with a fast-moving company and be part of building something from the ground floor, keep reading.
Compensation
Base Salary: $60,000 per year On-Target Earnings: ~$70,000+ per year Bonus tied to successful onboarding and customer retention Room to grow into a leadership role as the Leo team expands
Responsibilities
Own onboarding for every new customer, from kickoff call to fully live account Run live setup and training calls with real estate investors and their teams Get accounts fully configured: phone numbers, SMS compliance registration, lead sources, campaigns, AI follow-up, and pipelines Check in with customers through their first 90 days to make sure they’re actually using the platform and getting results Provide support for your accounts by chat, email, phone, and text Spot bugs and write clear tickets for our development team Build the onboarding playbook, help docs, and training videos as we scale Work closely with the SM3 marketing and sales teams to hand off and support new clients Ideal Candidate 2+ years in SaaS onboarding, implementation, customer success, or technical support Great on a live call: confident, clear, and able to train someone without losing them Learns complex software fast and can explain it simply Highly organized and able to run multiple onboardings at once without anything slipping Coachable, self-motivated, and takes ownership until the problem is solved Believes in the product and wants to grow with the company
Requirements
Minimum 2 years of customer-facing experience, preferably in software Strong written and verbal communication skills Reliable internet connection and remote work setup Why Join SM3? If you want to be part of a rapidly growing startup in a high growth industry, this is the place for you. You will work directly with high level entrepreneurs, learn the inner workings of marketing, software, and real estate investing, and have the opportunity to grow into a leadership role as Leo expands. Benefits: 401(k) Paid time off Pay: $65,000.00 - $75,000.00 per year Benefits 401(k) Paid time off Work from home Education: Bachelor's (Required) Work Location: Remote