Customer Onboarding Specialist - FinTech SaaS
Core
Guide new Short-Term Rental property managers through the onboarding process for a trust accounting SaaS platform, ensuring smooth implementation and financial workflow adoption.
Role type
Customer Onboarding Specialist (FinTech SaaS)
Builds
Customer success playbook and onboarding resources for STR property managers
Domain
Short-Term Rental property management / Trust accounting / SaaS
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Accounting and financial management expertise, Short-Term Rental or property management industry experience, SaaS platform support experience, Salesforce proficiency, Intercom proficiency, Knowledge documentation platform experience
Preferred skills
Trust accounting principles knowledge, Background in onboarding financial operations SaaS, Familiarity with Airbnb/Vrbo/Booking.com platforms, Startup environment experience
Responsibilities
Guide new customers through onboarding and ensure successful platform implementation, Deliver personalized training on financial workflows and reporting, Act as primary point of contact for client configuration questions, Build and maintain onboarding resources and knowledge base content, Monitor onboarding progress and adoption metrics, Partner with product and support teams to facilitate seamless transitions
