Onboarding Specialist

This is a fully remote position, open to applicants in Alabama, +7 more locations.

📋 Description

• Assist multifamily clients during the onboarding process for Resident Billing, Utility Expense Management, and Vacant Cost Recovery.

• Oversee assigned properties from the initial kickoff through setup in the First Time Billing platform, ensuring client approval and seamless transition to Operations.

• Establish kickoff expectations, gather necessary information, and relay progress updates, next steps, and any delays.

• Handle multiple property implementations, monitoring milestones, deadlines, outstanding items, and potential launch risks.

• Configure properties within the billing platform according to client specifications, utility billing methods, documentation, and billing regulations.

• Facilitate First Time Billing and verify results for accuracy.

• Address discrepancies with internal teams and secure client approvals.

• Transition properties to Operations with approved billing, comprehensive documentation, and records of outstanding items.

• Collaborate with Client Engagement, Operations, Accounting, Meter Solutions, and other teams to resolve issues, document processes, and enhance onboarding.

⛳️ Requirements

• Previous experience in utility billing, property management, multifamily housing, or a related field.

• Excellent written and verbal communication skills, with the ability to clearly articulate billing or setup procedures.

• Strong organizational skills, effective time management, and meticulous attention to detail.

• Capability to manage multiple projects and deadlines concurrently.

• Proactive approach and accountability for assigned tasks.

• Strong problem-solving abilities and capacity to work independently, including knowing when to escalate issues.

• Comfort in learning new software, systems, and processes.

• Direct experience with resident utility billing or utility expense management is preferred.

• Familiarity with RUBS, submetering, direct-billed utilities, or utility billing regulations is preferred.

• Experience with Yardi, Entrata, or AppFolio is preferred.

• Experience in client onboarding, implementation, or account management is preferred.

• Experience in reviewing utility invoices, billing reports, or financial documentation is preferred.

🏝️ Benefits

• Competitive salary along with a comprehensive benefits package.

• A collaborative team that engages across various departments.

• Opportunities to enhance skills in client implementation, multifamily utility billing, and project coordination.

• An equal opportunity and inclusive work environment.