Client Onboarding Specialist

Customer Onboarding

Full Time

Houston, TX

About ValueLink

ValueLink provides the industry-leading property appraisal management technology for Lenders, Appraisal Management Companies and Appraisers to easily manage and track orders in real time while ensuring regulatory compliance.

Position Overview

The role of the Onboarding Specialist is to assist with onboarding new clients and assisting existing clients with questions about new and existing features of our platforms. The Onboarding Specialist will be responsible for managing the client relationship from inception to onboarding/migration to ValueLink platforms, providing training to users, assisting with data cleanup and data load, and handing off the client to the ValueLink support teams once onboarding is complete.

This is a full-time, hybrid role based in Houston, Texas, requiring three days onsite with the opportunity to work two days remotely. Salary is commensurate with experience.

Key Responsibilities

Gain expert knowledge of the ValueLink platforms
Be the single point of contact for assigned clients
Obtain all necessary information for client onboarding
Work with development teams to complete customizations requested by clients
Communicate with clients in a clear and timely manner
Provide training and assistance to clients as needed during the onboarding process
Manage all onboarding processes using tools such as JIRA, Excel, and OneNote
Train clients on-site and virtually using tools like Zoom and Microsoft Teams
Respond to customer questions and requests as appropriate
Provide regular updates on customer developments, feature requests, and complaints
Operate with integrity and professionalism, building trust and credibility for ValueLink internally and externally

Required Qualifications

Exceptional verbal and written communication skills
Desire to build and maintain relationships
Ambitious and hardworking
Works well in a fast-paced team environment
Strong sense of urgency
Ability to gain a deep understanding of the software platform and convey that understanding to clients
Ability to work in a hybrid role in Houston, TX (three days onsite, two days remote)

Nice to Have

Prior experience with SaaS software onboarding

What You'll Walk Into

A mature, proven software platform with 300+ active clients
A clearly defined mid-market segment with named accounts and territory ownership
Established systems for prospecting, customer management, and forecasting
A growing sales organization with leadership investment and support
A collaborative, low-ego culture focused on execution and results
A proven implementation and customer support team to ensure client success

What It's Like to Work at ValueLink

ValueLink values its clients, its people, and its role in the broader mortgage community, with a strong emphasis on collaboration, accountability, and delivering real-world results.

Solving meaningful problems with technology
Collaborating across teams and breaking down silos
Growing professionally in a mission-driven, adaptable environment
Being part of a company that values empathy, integrity, and data-backed decisions

Lenders

AMCs

Appraisers

Integrations

Data & Insights

Review & Compliance

Are You Ready for UAD 3.6?

UAD 3.6 Resource Kit

Webinar & Trainings

Blogs

Inside the UAD 3.6 Policy Exception: Key Dates, Who Applies, and How

Digital Inspection & Hybrid Appraisals: Operational Impact and Implementation Roadmap

Data Driven Appraisal Ops: How to Use Data Models, QC Outputs, and Risk Scores

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