CrewBloom
Staffing and Recruiting
SubscriberOnboardingCoordinator
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Subscriber Onboarding Coordinator at CrewBloom. Skills: Subscriber Intake and Project Setup, Data Migration and Account Build, Verification and Go-Live, Subscriber Support During Onboarding, Process and Quality. guiding new subscribers through the complete onboarding process from signed agreement to a fully operational account. primary point of contact for subscribers during the critical first weeks”
What You'll Achieve.
Completed hundreds of successful subscriber onboardings; Demonstrated mastery of the onboarding workflow; Identified at least two specific improvements to the onboarding workflow; Ability to build relationships as the first cohort of subscribers that make them feel confident, supported, and ready to operate independently
Industry & Context.
Identify opportunities to improve the onboarding workflow
Backup internet connection, Backup Device must be functional during power interruptions
What They're Looking For.
Must Have
direct experience in property management operations, understand how property management actually works, understand the relationship between a property management company, its owner clients, and its tenants, familiar with lease types, rent collection cycles, security deposit handling, and the basic tenant lifecycle from application through move-out, understand property management accounting at a functional level, familiar with at least one major property management software platform — AppFolio, Yardi, Buildium, RentManager, or similar, understand the difference between residential, commercial, student housing, and HOA management, Exceptional organizational skills, Clear and professional written and verbal communication, Attention to detail in data entry and data verification, Comfort working with spreadsheets, CSV files, and data exports from other software systems, Ability to work independently and manage your own time and project load without close supervision, A natural teaching instinct, Experience with SaaS onboarding or customer success in a software company, Familiarity with eSign platforms such as Xodo or DocuSign, Experience with PaySafe, Stripe, or other payment processing platforms, Experience with AI tools in a professional setting, Primary internet connection with a minimum speed of 15 Mbps, Backup internet connection with at least 10 Mbps, Desktop or laptop equipped with at least: Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor, A minimum of 8 GB RAM, Backup Device must meet or exceed the performance of an Intel Core i3 processor, Backup connection must be capable of supporting work during a power outage, Backup Device must be functional during power interruptions, A functioning webcam, A noise-canceling USB headset, A quiet, dedicated home office space, A smartphone for communication and verification purposes
Nice to Have
Experience migrating data from one of these platforms is a significant advantage
What You'll Do.
guiding new subscribers through the complete onboarding process from signed agreement to a fully operational account
primary point of contact for subscribers during the critical first weeks
managing the CS-Assisted onboarding path
Receive and review new subscriber onboarding requests
Conduct an intake call with each new subscriber
Assess the subscriber’s data sources
Create the subscriber’s onboarding project record
Set expectations clearly with the subscriber
Guide the subscriber through the process of exporting data
Build the subscriber’s complete account
Import tenant ledger history and opening balances
Complete and file the Ledger Import Declaration
Invite all participant types
Coordinate the SAQ-A PCI compliance eSignature
Configure the subscriber’s Settings
Run the onboarding verification checklist
Verify that all properties
and owners are correctly entered
Conduct a go-live walkthrough call
Monitor the subscriber’s account during the 30-day post-launch support window
Maintain regular check-in contact with the subscriber during the first 30 days
Be the first point of contact for subscriber questions during onboarding
Answer platform questions
clarify configuration options
escalate technical issues to the development team
Use Grace AI within the platform
Document any onboarding issues
Maintain clear onboarding project notes in the Admin Backend
Follow the onboarding workflow
Identify opportunities to improve the onboarding workflow
Maintain subscriber data confidentiality at all times
How You'll Work.
Team & Collaboration
escalate technical issues to the development team; report them to the CEO for product review; bring them to the CEO with specific recommendations
Communication Scope
Clear and professional written and verbal communication
Process & Methodology
manage multiple onboarding projects simultaneously
Full Job Description
The Subscriber Onboarding Coordinator is responsible for guiding new subscribers through the complete onboarding process from signed agreement to a fully operational account. This role is the subscriber’s primary point of contact during the critical first weeks of their relationship. This is not a technical support role. It is a high-touch, relationship-driven coordination role that requires deep knowledge of property management operations, sharp organizational skills, and the ability to work confidently with subscriber data across all property types. The Onboarding Coordinator manages the CS-Assisted onboarding path — the route taken by new subscribers who request guided setup rather than self-onboarding. Most subscribers managing 250 or more units will use this path. **What You Will Do** **Subscriber Intake and Project Setup** * Receive and review new subscriber onboarding requests routed from the sales team or customer service. * Conduct an intake call with each new subscriber to understand their portfolio — unit count, property types, current software, and any existing data to be migrated. * Assess the subscriber’s data sources — spreadsheets, existing property management software, paper records — and determine the migration complexity and timeline. * Create the subscriber’s onboarding project record in the Admin Backend and assign a target go-live date. * Set expectations clearly with the subscriber about the onboarding timeline, what is required from them. **Data Migration and Account Build** * Guide the subscriber through the process of exporting data from their current system or preparing their data files for migration. * Build the subscriber’s complete account: property records, unit records, unit detail (appliances, fixtures, inspection schedules), staff records, owner records, vendor records, and tenant records. * Import tenant ledger history and opening balances. Complete and file the Ledger Import Declaration confirming the accuracy of imported financia
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