Onboarding Consultant
Core
Onboard new customers to the PropertyMe cloud-based property management platform, guiding them through product suites to streamline workflows and maximize productivity.
Role type
Customer success onboarding consultant
Builds
Customer adoption and successful onboarding for PropertyMe's property management software
Domain
PropTech / Real Estate
Deliverable
client delivery
Required skills
Real estate or Proptech industry experience, customer onboarding and training, data migration and troubleshooting, account reconciliation, SLA management, CRM and ticketing system navigation
Preferred skills
Experience with data transfers, website requirement gathering
Technologies
Salesforce, Zendesk, Slack, Trello, Zoom
Responsibilities
Initiate and tailor onboarding and training plans for customers, conduct check-in calls to ensure satisfaction, respond to support tickets, provide phone and Zoom support, assist with data migration and transfers, help clients reconcile accounts, coordinate with the website team
Seniority
Individual Contributor, mid-level
