Subscriber Onboarding Coordinator

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 financial data before the subscriber