Client Training Specialist

Phoenix, United States Onboarding

About Ylopo
Ylopo, LLC is a rapidly growing marketing and technology company providing internet marketing services and proprietary lead generation and engagement software to successful real estate agents across the country. We are seeking an outgoing, tech savvy individual to join our growing team.

Why work for Ylopo?
With our company, we are excited to say we are rapidly expanding to service all our business needs. Though growth is a priority we also want to ensure the following to our employees:

  • a commitment to personal development,
  • guidance and support at a high level through interfacing with our Executive Team to prioritize goals as a company,
  • excellent leadership and mentoring for our entry-level to senior staff, and recognition of outstanding efforts,
  • team building events, team lunches/ happy hours, and work from home Fridays (once we return to the office),
  • a supportive, caring environment dedicated to continuous learning and growth.

The Client Training Specialist is primarily responsible for training Ylopo clients on how to navigate the Ylopo platform and how to best use Ylopo with their CRM. The Client Training Specialist will primarily work with clients in setup, but may also work with clients who require extra support, are a retention risk, or are switching CRMs. Trainings will be conducted in various settings, including 1:1, team-based, train-the-trainer, and group webinars. Office hours will also be a vital component of this role. Trainings and client meetings should be interactive and conducted over Zoom video.

Team members well-suited to this role will have a track record of being client-focused and providing exceptional service, both internally and externally within an organization. They will have excellent communication skills, both through email/tickets and over the phone. Candidates do not have to have prior experience working at software or marketing companies, but should be willing to learn the intricacies of the Ylopo product and understand how to guide clients through setup to use the product effectively. Most importantly, we’re looking for candidates who are quick-thinking, detail-oriented, patient, positive, and thoughtful.

  • Undergraduate degree preferred
  • Previous experience in a support, training, customer service, or sales role
  • Professional manner
  • Consistent work habits and strong work ethic
  • Strong organizational skills and attention to detail
  • Ability to multitask, and work independently toward deadlines
  • Strong written and verbal communication skills, ability to work well in a small group setting
  • Positive demeanor, trustworthy character
  • Ability to take the initiative and see projects and tasks through to completion
  • Ability to understand and convey detailed information about our services and systems
  • Understanding of real estate and the real estate profession a plus, but not necessary


  • The primary responsibility of this role is to provide a high quality training experience to Ylopo clients, with a focus on using CRMs with the Ylopo platform
  • Perform training in individual and team settings for clients in setup, or upon request
  • Conduct group training sessions via webinar on a regular basis
  • Host client office hours
  • Respond (via phone/email/text) to all clients in a timely manner to provide a high level of customer support
  • Develop great client relationships to keep new clients excited about joining Ylopo
  • Speak confidently and professionally with clients
  • Serve as subject matter expert for Ylopo setup process
  • Learn the ins and outs of Ylopo product
  • Collaborate with sales, billing, marketing, international, and technical teams on special projects/phone outreach campaigns as needed
  • Serve as a mentor to new Onboarding team members

Specific Tasks:

  • Conduct 1:1 or team training sessions for clients (standard would be for L1+ clients and upon request)
  • Host office hours for clients in setup
  • Host regular group training webinars
  • Handle escalated client calls with a training component
  • Perform retention calls for clients in setup

Applicants for this position must be located in Phoenix, AZ. This role is currently fully remote due to current events, but normally is located at an office in central Phoenix and offers one day per week work from home and semi-flexible schedules. Some small amount of long distance travel may be required for training, client events, or meetings at company headquarters.

Compensation and full benefits include base salary depending on experience; medical, dental, and vision benefits; paid holidays, vacation, and sick days; a 401(k); paid monthly parking (if applicable); and an extremely nice, supportive group of people as your co-workers.


View all jobs
Apply now