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Onboarding Specialist

Job not on LinkedIn

đŸ”„ 7 minutes ago

đŸ‡ș🇾 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

Where this job comes from

Posted on CrewBloom's careers page, not through a job board

First seen by Remote Rocketship 7 minutes ago

Logo of CrewBloom

CrewBloom

201 - 500 employees

Founded 2016

đŸ€ B2B

☁ SaaS

🎯 Recruiter

B2B ‱ SaaS ‱ Recruitment

CrewBloom is a remote staffing agency dedicated to connecting businesses with top-tier remote talent across various industries. They streamline the hiring process by sourcing, screening, and onboarding qualified candidates tailored to the specific needs of their clients, ensuring a seamless integration into teams. With a focus on global talent acquisition, CrewBloom empowers companies to scale their operations efficiently while reducing costs and maintaining compliance with HR regulations.

📋 Description

‱ 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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