Onboarding Specialist
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Job Description
Onboarding Specialist guiding new subscribers through property management software migrations. Managing client projects, data quality, spreadsheets, and live implementation calls.
Responsibilities:
- Guide new subscribers through the transition from their current property management software to the platform.
- Manage client-facing onboarding and implementation projects.
- Work with structured spreadsheet templates, online meeting tools, and the platform itself.
- Run client-facing video calls, including screen sharing and real-time guided instruction.
- Review and maintain data quality during the onboarding process.
- Manage multiple client projects on defined timelines.
Requirements:
- At least 3 years of experience in customer success, implementation, onboarding, or operations, preferably in a SaaS or property management environment.
- Demonstrated experience managing multiple client projects at once on a defined timeline.
- Strong proficiency in Microsoft Excel or Google Sheets, including formatting, filtering, sorting, and data quality review.
- Experience running client-facing video calls, including screen sharing and real-time guided instruction.
- Strong written communication: clear and professional, with a bias toward brevity and action.
- US-based. This requirement is non-negotiable.
- Reliable high-speed internet and a professional home office suitable for video calls.
- Direct experience working inside a property management company in operations, accounting, leasing, or office management.
- Hands-on experience with one or more of these platforms: Buildium, DoorLoop, AppFolio, Yardi Breeze, Propertyware, RealPage OneSite, MRI Residential, or Rent Manager.
- Familiarity with property management concepts: rent rolls, ledger history, security deposits, management commission, owner distributions, and lease terms.
- Experience in a client-facing implementation or onboarding role at a SaaS company.
- Experience with data migration, import, or export processes in any software environment.
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