Client Onboarding Specialist-Remote

Posted 3 Days Ago
Hiring Remotely in San Diego, CA, USA
In-Office or Remote
Mid level
Real Estate • PropTech • Utilities
The Role
Manage client onboarding and implementation for resident billing, utility expense management, and vacant cost recovery services. Set up properties in the billing platform, ensure accurate and timely process completion, explain technical concepts to clients, provide training and presentations, coordinate with team members, and support process improvement. The role requires strong organization, communication, problem-solving, technical aptitude, and the ability to manage multiple priorities remotely.
Summary Generated by Built In
About the Role:

We are seeking an experienced and highly organized Onboarding (Implementation) Specialist to join our dynamic team. As an Onboarding Specialist, you will play a critical role in ensuring an exceptional onboarding experience for our clients, while supporting and guiding the implementation of services such as Resident Billing, Utility Expense Management, and Vacant Cost Recovery.

You will collaborate with your team to ensure properties are efficiently set up in our billing platform and processes are completed in a timely and accurate manner.

Qualifications & Skills:
  • Experience:

    • 3+ years of experience in an implementation role.
    • 1-2 years of supervising team members is preferred.
    • Previous experience with utility billing, is highly beneficial.
  • Technical Skills:

    • Strong technical aptitude and experience using MS Office (Word, Excel, PowerPoint).
    • Ability to understand and explain complex technical concepts to non-technical individuals.
  • Competencies:

    • Proven ability to handle multiple priorities in a fast-paced environment.
    • Excellent organizational, time management, and problem-solving skills.
    • Strong verbal and written communication skills, with the ability to train and present to groups.
    • Detail-oriented, proactive, and highly productive with minimal supervision.
  • Education:

    • Bachelor Degree preferred
    • Strong technical and business acumen related to implementation processes.
    • Continuous learning mindset with a focus on process improvement and emerging technologies.
Work Environment & Physical Demands:
  • Work Environment: This position in a remote office environment
  • Physical Demands:
    • Sitting for extended periods while working on a computer.
    • Occasional lifting of office supplies (up to 25 lbs).
    • Frequent verbal and written communication with colleagues and clients.
Why Join Us?
  • Competitive salary and benefits package
  • Collaborative and dynamic team environment
  • Opportunities for career growth and development
  • Full-time, stable position with a clear path to advancement

To Apply:
If you’re ready to take the next step in your career and contribute to a growing team, apply today! We look forward to reviewing your application.

Banyan Utility is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Skills Required

  • 3+ years of experience in an implementation role
  • 1-2 years of supervising team members
  • Previous utility billing experience
  • Experience using Microsoft Office, including Word, Excel, and PowerPoint
  • Ability to understand and explain complex technical concepts to non-technical individuals
  • Strong organizational, time management, and problem-solving skills
  • Strong verbal and written communication skills
  • Ability to train and present to groups
  • Bachelor's degree
  • Strong technical and business acumen related to implementation processes
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The Company
86 Employees
Year Founded: 2007

What We Do

Anchor Utility, founded in 2007, is a leading provider of comprehensive utility expense management and billing services for multifamily property owners and operators nationwide. The company specializes in customized utility solutions, including submetering technologies, ratio utility billing programs (RUBS), and energy management systems, helping clients recover costs, ensure regulatory compliance, and promote environmental conservation through efficient utility management.

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