Application & Screening Specialist

Posted 5 Days Ago
Be an Early Applicant
Estero, FL, USA
In-Office
50K-60K Annually
Mid level
Software • PropTech
The Role
Own customer onboarding and support for Rentvine's application and screening platform: configure application templates, manage credentialing and ACH/banking setup, present screening options, train users, activate accounts, maintain records in Monday.com and HubSpot, monitor support Slack channel, and coordinate cross-functional updates.
Summary Generated by Built In

About Rentvine

Rentvine is the fastest-growing property management software company in the industry, ranked #60 on the 2025 Inc. 5000 list. Our powerful, cloud-based platform helps property managers streamline operations, reduce manual work, and deliver a better experience for tenants and owners. Behind that innovation is a team-first culture that puts people at the center. We care deeply about building a company where smart, driven individuals can grow, feel supported, and do the best work of their careers. Our people aren't just part of our success—they're the reason for it.


Please Note: Rentvine is unable to provide employment sponsorship now or in the future for this position.

#LI-Onsite

About the role

The Application & Screening Specialist plays a key role in the seamless onboarding and ongoing support of customers using Rentvine's application and screening platform. This role owns the customer relationship from initial account setup through go-live, guiding clients through application builds, credentialing, and training while providing responsive, ongoing support. 

The ideal candidate is organized, detail-oriented, and comfortable managing multiple accounts in a fast-paced SaaS environment.


What you'll do

  • Onboard new customers from initial setup through go-live, including configuring application templates and managing the credentialing process 
  • Conduct consultations with customers to present screening bundle options and tailor solutions to their specific business needs 
  • Build out the application template and rental criteria, then review templates, documents, and Adverse Action Letters (AAL) for accuracy and completeness
  • Verify receipt of ACH and banking documentation to ensure accounts are properly configured 
  • Lead final review calls to walk customers through the Application & Screening platform and provide hands-on training 
  • Activate customer accounts once onboarding and training are complete, confirming all components are fully functional
  • Maintain up-to-date records in Monday.com, tracking PetScreening URLs, Application URLs, website details, and HubSpot IDs 
  • Own and monitor the App/Screening Support Slack channel, providing timely responses and troubleshooting customer inquiries 
  • Follow up consistently with customers who have outstanding questions or haven't responded, ensuring no account falls through the cracks 
  • Perform ongoing reviews of application builds and coordinate updates or adjustments across departments as needed


Qualifications

  • Experience in application setup, administrative coordination, or a client-facing implementation role 
  • Familiarity with property management or tenant screening processes preferred 
  • Proficiency with platforms like HubSpot, Monday.com, Slack, and similar tools 
  • Strong organizational and multitasking skills with the ability to manage multiple accounts simultaneously 
  • Exceptional written and verbal communication skills for both internal coordination and customer-facing interactions 
  • Detail-oriented approach to documentation, template setup, and data accuracy
  • Problem-solving mindset with a customer-first attitude
  • Bachelor's degree or equivalent experience in business, communications, technology, or a related field

Even Better If You Have

  • Hands-on experience with tenant screening platforms or property management software
  • Background in SaaS onboarding or implementation roles
  • Experience managing client-facing projects from kickoff through launch

What Success Looks Like

  • Customers go live on time with complete, accurate account configurations
  • High client satisfaction and confidence navigating the Application & Screening platform 
  • Support inquiries are resolved quickly, with no accounts left waiting
  • Cross-functional teams have clear, up-to-date information on every account


Skills Required

  • Experience in application setup, administrative coordination, or a client-facing implementation role
  • Familiarity with property management or tenant screening processes
  • Proficiency with HubSpot, Monday.com, Slack, and similar tools
  • Strong organizational and multitasking skills with ability to manage multiple accounts
  • Exceptional written and verbal communication skills for internal and customer interactions
  • Detail-oriented approach to documentation, template setup, and data accuracy
  • Problem-solving mindset with a customer-first attitude
  • Bachelor's degree or equivalent experience in business, communications, technology, or related field
  • Hands-on experience with tenant screening platforms or property management software
  • Background in SaaS onboarding or implementation roles
  • Experience managing client-facing projects from kickoff through launch
Am I A Good Fit?
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The Company
HQ: Estero, FL
119 Employees

What We Do

The Property Management Software the Industry Deserves. Rentvine transforms property management companies by strengthening their relationship with their customers.

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