ManageCasa Inc.
Customer Onboarding Specialist
ManageCasa Inc., San Francisco, California, United States, 94199
Customer Onboarding Specialist (Contractor → Part/Full Time)
Location:
San Francisco Bay Area (Hybrid)
Company:
ManageCasa – Modern Property & HOA Management Software
ManageCasa is a fast‑growing SaaS platform powering property managers, community associations, and HOAs with modern, intuitive software and next‑generation AI tools. We are expanding our Customer Success organization and seeking a
Customer Onboarding Specialist
to help new customers transition smoothly onto the platform, adopt best practices, and experience immediate value. This role begins as a contractor with the opportunity to move into part‑time or full‑time employment based on performance.
About The Role As a Customer Onboarding Specialist, you will be the primary guide for new customers during the first 30–90 days of their journey. You will train users, configure the platform, support data migration, and ensure a smooth, successful onboarding experience. Your work directly impacts customer satisfaction, retention, and long‑term product adoption.
Key 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 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
Requirements
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 Skills
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
Why Join ManageCasa?
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
#J-18808-Ljbffr
San Francisco Bay Area (Hybrid)
Company:
ManageCasa – Modern Property & HOA Management Software
ManageCasa is a fast‑growing SaaS platform powering property managers, community associations, and HOAs with modern, intuitive software and next‑generation AI tools. We are expanding our Customer Success organization and seeking a
Customer Onboarding Specialist
to help new customers transition smoothly onto the platform, adopt best practices, and experience immediate value. This role begins as a contractor with the opportunity to move into part‑time or full‑time employment based on performance.
About The Role As a Customer Onboarding Specialist, you will be the primary guide for new customers during the first 30–90 days of their journey. You will train users, configure the platform, support data migration, and ensure a smooth, successful onboarding experience. Your work directly impacts customer satisfaction, retention, and long‑term product adoption.
Key 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 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
Requirements
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 Skills
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
Why Join ManageCasa?
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
#J-18808-Ljbffr