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.

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.