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ManageCasa Inc. · 1 month ago

Customer Onboarding Specialist

San Francisco, CA

Full-time, Part-time, Contract

Hybrid

Entry, Mid Level

1+ years exp

ManageCasa Inc. is a fast-growing SaaS platform powering property managers, community associations, and HOAs with modern, intuitive software and next-generation AI tools. They are seeking a Customer Onboarding Specialist to guide new customers through their onboarding journey, ensuring a smooth transition onto the platform and helping them adopt best practices for success.

AccountingAssociationBuilding MaintenanceComputerDocument ManagementEnterprise SoftwareFinanceMobilePaymentsSoftware

Responsibilities

Lead onboarding sessions for new customers, including software walkthroughs, setup guidance, and best-practice training

Assist customers with setting up core modules, including Accounting, Payments, HOA Management, Communications, Documents, and more

Customize onboarding plans based on customer needs and complexity

Act as the primary point of contact during the onboarding period

Understand customer workflows and help optimize them using ManageCasa

Monitor customer progress and provide proactive support to ensure milestones are met

Assist customers in preparing and validating their data for import (homeowners, properties, vendors, budgets, etc.)

Coordinate with engineering or technical support teams if needed

Work closely with Sales, Customer Success, Support, and Product teams to deliver a seamless onboarding experience

Share customer feedback and insights to help improve our onboarding materials and product usability

Document onboarding steps, FAQs, help guides, and training notes

Recommend process improvements to increase efficiency and create a world-class onboarding experience

Qualification

Customer SuccessOnboardingTechnical aptitudeProperty managementAccounting conceptsCommunication skillsPresentation skillsOrganizational skillsProblem-solvingCustomer-focused mindset