Onboarding Specialist - Value Added Services

Work set-up: 
Full Remote
Contract: 
Salary: 
21 - 21K yearly
Experience: 
Entry-level / graduate
Work from: 

Offer summary

Qualifications:

Bachelor's degree required., At least 2 years of customer service experience, preferably in SaaS., Experience with CRM systems like Salesforce is preferred., Strong project management and multitasking skills..

Key responsibilities:

  • Guide new customers through platform setup and training.
  • Manage multiple onboarding projects independently.
  • Build strong relationships with clients to understand their needs.
  • Ensure timely and successful completion of onboarding processes.

AppFolio logo
AppFolio http://www.appfolio.com
1001 - 5000 Employees
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Job description

Description

AppFolio is more than a company. We’re a community of dreamers, big thinkers, problem solvers, active listeners, and multipliers. At every opportunity, we set the pace while delivering innovation built to carry real estate into the future. One in which every experience feels effortless, yet meaningful. Where customers are empowered to take on any opportunity. We show up as one team, connected by our values to be a force for good. Because together, we have the power to create extraordinary outcomes for our customers, our communities, and ourselves.


The Onboarding Specialist will guide new customers through the setup and training of the platform’s impactful Value Added Services, ensuring a seamless and successful transition. This role involves project management to coordinate various aspects of the onboarding process, focusing on delivering measurable value to each customer. You will work independently to manage your customer projects, while also building strong relationships with clients to understand their unique needs. A customer-centric approach is crucial, coupled with a detail-oriented mindset to ensure accuracy and completeness. The ability to excel at multitasking and adapt quickly to priorities and challenges is essential for success in our high-volume environment.


Your impact

  • Proactively manage a continuous queue of customers, consistently striving to exceed measurable monthly onboarding targets and deliver high customer satisfaction.

  • Conduct comprehensive setup and training calls with new customers, defining project deliverables, establishing timelines, and ensuring the timely and successful completion of all assigned projects.

  • Cultivate and maintain a deep and comprehensive understanding of service product features, functionalities, and upcoming enhancements.

  • Act as a trusted feature expert, providing proactive guidance and best practices to customers to optimize their product utilization and effectively meet their evolving needs.


Qualifications

  • Exceptional ability to multitask and manage competing priorities in a fast-paced, high-volume environment.

  • Strong judgment and problem-solving skills

  • Proven project management skills, including the ability to define deliverables, establish timelines, and ensure timely completion of projects.

  • Highly adaptable and able to quickly adjust to changing priorities and challenges.

  • Strong ability to collaborate and build effective relationships with cross-functional partners.

  • Excellent customer service skills with a friendly and approachable demeanor, focused on building strong customer relationships.

  • Ability to quickly learn technical requirements of onboarding features. 


Must have

  • BA/BS degree

  • 2+ years experience in customer service, preferably in the SaaS industry

  • 1+ years Experience with CRM preferable (e.g. Salesforce)  


Compensation & Benefits

The compensation that we reasonably expect to pay for this role is $21.30/hour - $26.10/hour. The actual compensation for this role will be determined by a variety of factors, including but not limited to the candidate’s skills, education, experience, and internal equity.

Please note that compensation is just one aspect of a comprehensive Total Rewards package. The compensation range listed here does not include additional benefits or any discretionary bonuses you may be eligible for based on your role and/or employment type.

Regular full-time employees are eligible for benefits - see here.

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About AppFolio

AppFolio is the technology leader powering the future of the real estate industry. Our innovative platform and trusted partnership enable our customers to connect communities, increase operational efficiency, and grow their business. For more information about AppFolio, visit appfolio.com.

Why AppFolio

Grow | We enable a culture of high performance, where delivering results is recognized by opportunities for growth and compelling total rewards. Our challenging and meaningful work drive the growth of our business, and ourselves.

Learn | We partner with you to realize your potential by investing in you from the start. We're cultivating a team of big thinkers through coaching and mentorship with our best-in-class leaders, and giving you the time and tools to develop your skills.

Impact | We are creating a world where living in, investing in, managing, and supporting communities feels magical and effortless, freeing people to thrive. We do this by innovating with purpose while cultivating a culture of impact. We learn as much from each other as we do our customers and our communities.

Connect | We excel at hybrid work by fostering an environment that feels flexible, personal and connected, no matter where we are. We create space to fuel innovation and collaboration, and we come together to celebrate, connect, and succeed.

Paddle as One.

Learn more at appfolio.com/company/careers

Statement of Equal Opportunity

At AppFolio, we value diversity in backgrounds and perspectives and depend on it to drive our innovative culture. That’s why we’re a proud Equal Opportunity Employer, and we believe that our products, our teams, and our business are stronger because of it. This means that no matter what race, color, religion, sex, sexual orientation, gender identification, national origin, age, marital status, ancestry, physical or mental disability, or veteran status, you’re always welcome at AppFolio.

Required profile

Experience

Level of experience: Entry-level / graduate
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Customer Service
  • Multitasking
  • Relationship Building
  • Problem Solving
  • Adaptability
  • Communication

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