Onboarding Manager

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Enumerate

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1985

☁️ SaaS

🏠 Real Estate

💰 Private equity on 2021-07

SaaS • Real Estate • Financial Services

Enumerate is a cloud-based community management software and services company that helps property managers and self-managed homeowner associations (HOAs) automate accounting, payments, reporting, resident engagement, and operations. Its suite includes accounting and bookkeeping, resident portals and communications, operations management, payment processing, and analytics — together designed to streamline administration, improve board and homeowner communication, and scale management across single or multiple communities. Enumerate also offers managed financial services (auditors, accountants, bookkeepers) and integrations to reduce administrative burden and increase efficiency.

📋 Description

• Plan and execute onboarding process: • Gather necessary data from client • Create project timeline for implementation • Build database in Central • Establish banking relationship and open accounts as needed • Establish payment processing method agreements both AP and AR • Communication with owners • Creating Users to access CENTRAL and banking • Communicating with adjacent Teams that will run the day to day after turnover from Onboarding • Implement technical systems and solutions in support of organizational objectives. • Monitor past rollout projects and creates reports detailing insights and potential improvements for future initiatives. • Monitor and analyze performance metrics to ensure that goals are being met throughout the implementation process. • Create project plans, generate meeting minutes, and other documentation to ensure all tasks have been completed with quality according to plan. • Interact with clients and stakeholders, as well as serve as a first line of escalation. • Create process improvements and ensure they are being adhered to.

🎯 Requirements

• 3-5 years of experience in SaaS Implementations. • Bachelor’s degree in a related field is a plus but not required. • Project management, accounting knowledge and/or data migration experience is a plus

🏖️ Benefits

• The pay range is inclusive of base salary plus any applicable bonuses or commissions.