Onboarding Specialist Jobs

PRIMARY RESPONSIBILITIES

• Create and execute a customized onboarding plan for customers, inclusive of setting accounting and go-live dates and an agreed upon “graduation” plan
• Continue to iterate on the program using your personality and voice to create a memorable onboarding experience
• Proactively provide additional trainings with new customers who are struggling or in danger of churning
• Maintain a current, in-depth knowledge of the functions and special features of Buildium and be able to effectively transfer this knowledge to a wide range of users
• Setup and train on add-on services as applicable
• Outreach to all new customers assigned, conducting kickoff calls and orientation to the onboarding program
• Set expectations for turnaround times and maintain a project plan for each customer

REQUIRED KNOWLEDGE/SKILLS/ABILITIES

• Ability to multi-task in a fast-paced environment, balancing quality and progress
• Strong attention to detail and highly accountable
• Comfortable on the phone with one on one or one to many training sessions
• Experience working well in a team environment
• Demonstrated empathy with challenges our customers face
• Strong product knowledge and ability to stay on top of new product releases
• Self motivated, works independently, has good judgment and consistent follow-through
• High level of energy and enthusiasm, a desire to “wow” the customer and a passion for being part of a hard working team
• Outstanding communication and interpersonal skills, verbal and written

PREFERRED KNOWLEDGE/SKILLS/ABILITIES

• General knowledge of Salesforce
• Accounting experience is a plus
• Experience in the Real Estate or Property Management Industry is a plus

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