ManageCasa Inc. · 1 month ago
Customer Onboarding Specialist
San Francisco, CA
Full-time
Onsite
Entry Level
1+ years expManageCasa Inc. is a fast-growing SaaS platform powering property managers and community associations with modern software solutions. They are seeking a Customer Onboarding Specialist to guide new customers through the onboarding process, ensuring they adopt best practices and derive immediate value from the platform.
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
Required
1–2 years of experience in Customer Success, Onboarding, Support, or Training (SaaS preferred)
Strong communication and presentation skills
Comfortable explaining software features and guiding users step-by-step
Highly organized with excellent follow-up and account management habits
Ability to learn quickly and adapt to changing workflows
Experience in property management, HOA management, or accounting is a strong plus
Technical aptitude — ability to understand product logic, data structures, and workflows
Preferred
Experience with accounting concepts (payments, ledgers, invoicing)
Familiarity with onboarding tools, CRM systems, or ticketing software
Ability to manage multiple onboarding customers at once
Problem-solving and a customer-focused mindset
Benefits
Opportunity to be part of a fast-growing PropTech company
Work on meaningful projects that directly impact customer satisfaction
Collaborative, supportive team environment
Pathway to convert into a part-time or full-time role based on performance
Chance to shape the onboarding function and make a measurable impact on company growth
Company
ManageCasa Inc.
PMS software designed for HOA and Rental management. At ManageCasa, we are dedicated to revolutionizing property management.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$6.7M2022-07-01Seed· $1M
2019-04-02Seed· $4.2M
2018-01-30Pre Seed· $1M
Leadership Team
Peter Koch
Chief Executive Officer
Drew Schulz
CTO
Recent News
2025-07-25
2023-12-21
Company data provided by crunchbase