Implementation team perks
- Strong, Dedicated Team – Work alongside a solid team of four dedicated members focused on continuous improvement and growth.
- Diverse Client Exposure – Engage with a variety of client profiles, including large, medium, and small businesses.
- Professional Development – Enhance key soft skills like critical thinking, problem-solving, data analysis, project management, and strategic planning.
- Industry Expertise – Gain hands-on experience with various Property Management Software and industry best practices.
- Cross-Functional Collaboration – Work closely with Sales, Customer Success, Engineering, Delivery, and other teams to drive impactful solutions.
- Experienced Team – Join a team with 3-4 years of expertise at Proper, bringing deep knowledge and a strong support system.
Role and Responsibilities
- Client Communication: Act as a point of contact for customers during the onboarding process, responding to inquiries, providing updates, and ensuring clear communication.
- Ensure Compliance: Ensure that all client onboarding activities comply with Proper's scope of work, identify exceptional activities, and propose alternative options for non-compliant clients.
- Documentation Collection: Gather and review client documentation such as client agreement, addendums, scope of work, third party access, accounting database, work papers, and any financial documents used by the client for accounting purposes.
- Troubleshooting and problem resolution: Address any issues or concerns that arise during the onboarding process to ensure a smooth transition for the client.
- Providing Guidance: Offering assistance and guidance to clients on the onboarding process, including explaining procedures and requirements.
- Cross-functional Collaboration: Work closely with internal teams such as sales, IT, POPs. and delivery to coordinate efforts and deliver a seamless onboarding experience for customers.
Key Activities
- Schedule and lead onboarding meetings with new clients.
- Maintain ongoing communication with clients throughout the onboarding process via email, phone, arrows, and other channels.
- Gather feedback from clients regarding their onboarding experience.
- Track onboarding progress and ensure that all milestones are met on time.
- Support to create 1password vaults, including adding or updating login credentials.
- Prepare the accounting calibration documentation based on the findings from the analysis of the information of each client.
- Prepare the Bank Directory for each client accounting calibration.
- Keeps a track of all the bank login access of current onboarding clients.
- Prepare the accounting discovery work plan (review SOW, request background details, confirm dates and review sales notes)
- Analyze the information contained in the PMS of the client in order to identify the processes in place of each area (AR, AP, BR, MEC, Reporting)
- Review the accounting calibration and calendar with the client (confirm process standardization, variations and data collected)Maintains Co Pilot coding rules updated for each onboarding client.
- Follow-up on missing information, requests and pending items needed to complete the Calibration.
- Start the transfer of knowledge (TOK) with the Delivery team (review, corrections, follow-up, preparation, transition timeline)
- Active follow-up during the first month of client service to ensure that the POD is performing all required tasks.
- Escalate any identified and documented issues or inconsistencies to the Implementation Specialist for resolution.
- Keeps the Onboarding inbox organized and archived.
Skills/Requirements
- Hard/Technical Skills:
- 2+ years of experience in customer-facing roles, preferably in onboarding or implementation.
- Strong organizational skills with attention to detail.
- Accounting experience
- High proficiency in English (written and spoken).
- Familiarity with CRM and onboarding tools.
- Soft Skills:
- Excellent interpersonal and communication skills.
- Strong problem-solving and conflict-resolution abilities.
- Ability to manage multiple projects and clients simultaneously.
- Nice-To-Have Skills / Experiences
- Experience in SaaS or technology industries.
- Experience with data analysis and reporting.
- Experience in an accounting software
Degree & Years of Experience
- Bachelor’s degree in Accounting or a related field.
- 2+ years in a related accounting role, with experience in client-facing and data analysis
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What We Do
As of today, Proper has secured $20M in investments from Silicon Valley’s top VC companies and employs over 300 passionate problem solvers in six countries.
We’re developers, designers, engineers, accountants, CPAs, project managers, and creatives. But we’re also surfers, hikers, Sichuan-eaters, photographers, yogis, artists, world travelers, meme lovers, and life-havers. We believe that being able to show up as your full self while doing work that challenges you is the secret to happiness, so we work hard to instill human-centric values into everything we do.
Our penchant for streamlining processes combined with our property industry expertise is how we’re able to provide more cost-effective, efficient, scalable financial services that improve our customer’s profit margins.
So if you’re looking for the peace of mind that your books are being Properly, frugally, and expertly handled by a team of property accounting specialists? You’ve come to the right place.
And if you’re looking to join a team of international problem solvers who are collaborating in a culture that inspires personal growth, fosters creativity, and encourages playfulness? You’ve come to the right place, too.
Our Key Values:
• Feedback as the Way Forward: Feedback is how we grow, find empathy, and learn how to support each other.
• Opportunity as an Outlook: We see obstacles as opportunities to improve.
• Communication is the Expectation: We work in unison, set clear expectations, and share frequent updates.
• Fun While Getting it Done: Laughter and fun make working together even better.
• Respect Over Rank: As humble experts, we educate, support, and never treat anyone as less-than.
