About the role

The Onboarding Specialist serves as the primary point of contact for customers transitioning to Rentvine from other property management software platforms. This role is responsible for managing the full onboarding lifecycle, ensuring a smooth, efficient, and successful implementation tailored to each client’s business needs.

The ideal candidate combines project management expertise, technical data skills, and strong client communication to deliver a high-quality onboarding experience.

What You'll Do

Lead and manage client onboarding projects from kickoff through successful launch
Conduct in-depth consultations to understand each client’s business operations and configure Rentvine accordingly
Migrate and transform client data from legacy systems into Rentvine using Excel and Google Sheets
Accurately transfer and validate opening financial balances and account allocations
Collaborate with third-party integration partners to enhance functionality based on client needs
Maintain project timelines, ensuring all onboarding milestones and deadlines are met
Provide clear communication, updates, and guidance to clients throughout the onboarding process
Identify potential risks or delays and proactively implement solutions to keep projects on track

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
Detail-oriented with a focus on accuracy and quality

Even Better If You Have