About the role
We’re looking for a detail-oriented, tech-savvy Onboarding Specialist to join our growing team. In this role, you will serve as the primary point of contact for new customers as they transition into Rentvine. You will lead implementation efforts through video calls, manage project timelines, and ensure client data is accurately gathered, entered, and formatted for import into our system — all while meeting deadlines and achieving key performance indicators.
Excellent communication skills, advanced Excel proficiency, and strong project management abilities are essential. Familiarity with the property management industry is a plus.
What you'll do
- Act as the project manager for onboarding, guiding clients through each phase of implementation from kickoff to go-live.
- Conduct regular video calls with customers to provide training, updates, and guidance.
- Enter and reformat client data from reports using Excel to align with Rentvine’s import requirements.
- Track onboarding progress, manage timelines, and ensure all milestones and deadlines are met.
- Collaborate closely with internal departments, including Support, Sales, Product, Applications & Screening, and Finance, to ensure a smooth and efficient onboarding experience.
- Proactively identify and resolve issues that may impact onboarding timelines, ensuring the project progresses smoothly and stays on schedule.
- Train clients on how to implement their current processes into our software and support successful product adoption.
Qualifications
- 2+ years of experience in onboarding, implementation, customer success, or a related client-facing role.
- Strong verbal and written communication skills, especially in leading video-based training and meetings.
- Advanced Excel/GoogleSheets skills, including data entry, formatting, formulas (e.g., VLOOKUP), and data cleanup.
- Exceptional organizational and time-management abilities with a consistent track record of meeting deadlines.
- A proactive and dependable work ethic with a keen attention to detail.
- Property management experience or familiarity with industry software is a strong plus.