Onboarding Specialist
On-site · Estero, Florida, United States
Job Summary
Onboarding Specialist serves as the primary point of contact for customers transitioning to Rentvine from other property management software platforms, managing the full onboarding lifecycle from kickoff to launch, configuring Rentvine to client operations, migrating data from legacy systems using Excel and Google Sheets, transferring and validating opening balances, coordinating with integration partners, maintaining project timelines, and delivering clear client updates and guidance throughout onboarding.
Required Qualifications
- Advanced proficiency in Excel and Google Sheets, including formulas and data manipulation
- Strong understanding of accounting principles, including financial balances and reconciliations
- Knowledge of the property management industry and related workflows
- Excellent presentation and client-facing communication skills
- Strong organizational and project management abilities
- Ability to manage multiple onboarding projects simultaneously in a fast-paced environment
- Experience with property management software platforms (Nice-to-have)
- Familiarity with data migration processes and tools (Nice-to-have)
- Experience working with SaaS onboarding or implementation teams (Nice-to-have)
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