Client Onboarding Specialist

We are building a team of Client Onboarding Specialists to guide new subscribers through the transition from their current property management software to our platform.

This is a client-facing project management role that requires strong organization, clear communication, and meticulous attention to data quality.

This is not a software development or programming role. You will work with structured spreadsheet templates, online meeting tools, and the platform itself. The right person is a skilled operations or customer success professional who is highly comfortable with software and data, with no software development background required.

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.

Strongly Preferred

• 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.