Onboarding Specialist

CrewBloom

. Guide new subscribers through the transition from their current property management software to the platform.

Posted 11/10/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client onboarding and implementation projects within a SaaS environment, with strong proficiency in data quality review and client communication. Familiarity with property management concepts and hands-on experience with relevant software platforms are essential.

Highest-signal resume keywords

Client-Facing OnboardingProject ManagementMicrosoft Excel ProficiencyVideo Call FacilitationProperty Management Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data Quality ReviewData MigrationSpreadsheet ManagementImplementation ExperienceOnboarding Experience

Soft Skills

Strong Written CommunicationProfessionalism

Tools & Technologies

BuildiumDoorLoopAppFolioYardi BreezePropertywareRealPage OneSiteMRI ResidentialRent Manager

Industry Keywords

SaaSProperty ManagementClient ProjectsRent RollsLease Terms

About the role

Key responsibilities & impact

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

What you’ll need

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.