Onboarding Specialist
New
C
CrewBloomProperty management SaaS
Workable locations: Philippines. Pakistan. South AfricaFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- At least 3 years of experience in customer success, implementation, onboarding, or operations
- Required Skills
- Project ManagementMicrosoft ExcelCustomer SuccessGoogle Sheets
Requirements
- Have at least 3 years of experience in customer success, implementation, onboarding, or operations.
- Be based in the US; this requirement is non-negotiable.
- Have experience managing multiple client projects at once on a defined timeline.
- Be proficient in Microsoft Excel or Google Sheets, including formatting, filtering, sorting, and data quality review.
- Have experience running client-facing video calls, including screen sharing and real-time guided instruction.
- Have clear, professional written communication, with a bias toward brevity and action.
- Have reliable high-speed internet and a professional home office suitable for video calls.
- Preferred: Direct experience in property management operations, accounting, leasing, or office management.
- Preferred: Hands-on experience with Buildium, DoorLoop, AppFolio, Yardi Breeze, Propertyware, RealPage OneSite, MRI Residential, or Rent Manager.
- Preferred: Familiarity with property management concepts such as rent rolls, ledger history, security deposits, management commission, owner distributions, and lease terms.
- Preferred: Experience in a client-facing SaaS implementation or onboarding role, or with software data migration, import, or export processes.
Responsibilities
- Guide new subscribers through the transition from their current property management software to the platform.
- Manage multiple client onboarding projects against defined timelines.
- Use structured spreadsheet templates and review data quality.
- Run client-facing video calls with screen sharing and guided instruction.
- Support data migration, import, or export processes when applicable.
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