Subscriber Onboarding Coordinator
New
C
CrewBloomProperty Management
PhilippinesFull-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- Project ManagementCustomer Success
Requirements
- Direct experience in property management operations.
- Understanding of property management accounting, trust accounts, and rent cycles.
- Familiarity with property management software (e.g., AppFolio, Yardi, Buildium, RentManager).
- Experience with SaaS onboarding or customer success.
- Proficiency in spreadsheet management and data migration.
- Strong organizational skills to handle simultaneous projects.
- Excellent written and verbal communication skills.
- Familiarity with eSign platforms (e.g., DocuSign) and payment processing (e.g., Stripe).
- Experience with AI tools in a professional setting.
- Must maintain a noise-canceling headset, high-speed primary internet (15 Mbps), and a stable backup connection (10 Mbps).
Responsibilities
- Conduct intake calls to understand subscriber portfolios and migration needs.
- Assess data sources and manage complex data migrations from existing software.
- Configure Admin Backend settings, including billing, fees, and merchant accounts.
- Import tenant ledger history and verify opening balances.
- Coordinate PCI compliance eSignature processes.
- Conduct go-live walkthroughs for staff and tenants.
- Monitor accounts for 30 days post-launch to ensure subscriber success.
- Document onboarding issues and report platform gaps to leadership.
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