Onboarding Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist new subscribers in transitioning from their existing property management software to our platform.

• Oversee onboarding and implementation projects that are client-facing.

• Utilize structured spreadsheet templates, online meeting tools, and our platform during the onboarding process.

• Conduct client-facing video calls that include screen sharing and real-time guided instruction.

• Ensure data quality is reviewed and maintained throughout the onboarding process.

• Handle multiple client projects adhering to established timelines.

⛳️ Requirements

• Minimum of 3 years of experience in customer success, implementation, onboarding, or operations, ideally in a SaaS or property management context.

• Proven ability to manage several client projects simultaneously within a set timeline.

• High proficiency in Microsoft Excel or Google Sheets, including skills in formatting, filtering, sorting, and data quality assessment.

• Experience leading client-facing video calls, featuring screen sharing and real-time guided instruction.

• Excellent written communication skills: concise, professional, and action-oriented.

• Must be based in the United States; this requirement is non-negotiable.

• Must have reliable high-speed internet and a professional home office that is suitable for video calls.

• Direct experience in a property management company in roles such as operations, accounting, leasing, or office management.

• Practical experience with one or more of the following platforms: Buildium, DoorLoop, AppFolio, Yardi Breeze, Propertyware, RealPage OneSite, MRI Residential, or Rent Manager.

• Understanding of property management concepts, including rent rolls, ledger history, security deposits, management commissions, owner distributions, and lease terms.

• Experience in a client-facing implementation or onboarding capacity within a SaaS organization.

• Familiarity with data migration, import, or export processes across various software environments.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance.

• Flexible working hours and the option for remote work.

• Opportunities for professional development and career advancement.

• A supportive and collaborative team environment.