Onboarding Specialist-Remote

Posted 2 Days Ago
Hiring Remotely in San Diego, CA, USA
In-Office or Remote
Entry level
Real Estate • PropTech • Utilities
The Role
Guide multifamily clients through utility service onboarding from kickoff to billing setup, first-time billing review, client approval, and handoff to Operations. Manage multiple property implementations, track milestones, resolve discrepancies, communicate with clients, configure billing systems, and maintain accurate documentation. Collaborate across client engagement, operations, accounting, meter solutions, and other teams to ensure successful launches.
Summary Generated by Built In

Full-time | Remote | Onboarding

About the Role

Anchor Utility Company is looking for a Client Onboarding Specialist to help multifamily clients launch services such as Resident Billing, Utility Expense Management, and Vacant Cost Recovery. You’ll guide assigned properties from kickoff through setup in our billing platform, First Time Billing, client approval, and handoff to Operations.

You’ll be a primary point of contact for clients during onboarding. This role is a good fit if you enjoy working with clients, keeping several projects moving at once, and catching details that could affect a resident’s first bill.

What You’ll Do
  • Set expectations at kickoff, request required information, and keep clients informed about progress, next steps, and delays.

  • Manage multiple property implementations at once. Track milestones and deadlines, follow up on open items, and escalate issues that could delay launch or first billing.

  • Configure properties in our billing platform using client requirements, utility billing methods, supporting documentation, and applicable billing guidelines.

  • Coordinate First Time Billing, review results for accuracy, work with internal teams to resolve discrepancies, and obtain client approval.

  • Hand off each property to Operations with approved billing, complete documentation, and a clear record of any open items.

  • Partner with Client Engagement, Operations, Accounting, Meter Solutions, and other teams to resolve issues, document processes, and improve how we onboard properties.

What You’ll Bring

Required

  • Prior experience in utility billing, property management, multifamily housing, or a related field.

  • Strong written and verbal communication skills, including the ability to explain billing or setup steps clearly to clients and internal teams.

  • Strong organization, time management, and attention to detail, with the ability to manage several projects and deadlines at once.

  • Proactive follow-through and accountability for assigned work.

  • Sound problem-solving skills and the ability to work independently, including knowing when to escalate an issue.

  • Comfort learning new software, systems, and processes.

Preferred

  • Direct experience with resident utility billing or utility expense management.

  • Familiarity with ratio utility billing systems (RUBS), submetering, direct-billed utilities, or utility billing regulations.

  • Experience with property management platforms such as Yardi, Entrata, or AppFolio.

  • Experience in client onboarding, implementation, or account management.

  • Experience reviewing utility invoices, billing reports, or financial documentation.

Why Join Us?
  • Competitive pay and a benefits package.
  • A collaborative team that works across departments to help clients launch services successfully.
  • Opportunities to develop your skills in client implementation, multifamily utility billing, and project coordination.
How to Apply

Apply through Anchor Utility Company’s online employment application. We look forward to learning about your experience and how you’ve helped clients or properties through a successful transition.

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

    Skills Required

    • Prior experience in utility billing, property management, multifamily housing, or a related field
    • Strong written and verbal communication skills
    • Ability to explain billing or setup steps clearly to clients and internal teams
    • Strong organization, time management, and attention to detail
    • Ability to manage several projects and deadlines simultaneously
    • Proactive follow-through and accountability for assigned work
    • Sound problem-solving skills and ability to work independently
    • Ability to identify when to escalate issues
    • Comfort learning new software, systems, and processes
    • Direct experience with resident utility billing or utility expense management
    • Familiarity with ratio utility billing systems, submetering, direct-billed utilities, or utility billing regulations
    • Experience with Yardi, Entrata, or AppFolio
    • Experience in client onboarding, implementation, or account management
    • Experience reviewing utility invoices, billing reports, or financial documentation
    Am I A Good Fit?
    beta
    Get Personalized Job Insights.
    Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

    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.

    Similar Jobs

    Project Pulso Logo Project Pulso

    Sales Representative

    Digital Media • Social Media
    Remote
    United States
    5 Employees
    21K-30K Annually
    Remote
    California, USA
    30 Employees
    85K-120K Annually
    Remote
    California, USA
    30 Employees
    140K-190K Annually
    Remote
    United States
    30 Employees
    150K-220K Annually

    Similar Companies Hiring

    Runwise Thumbnail
    Greentech • Hardware • Real Estate • Software • Energy • PropTech
    New York, NY
    199 Employees
    Energy CX Thumbnail
    Greentech • Professional Services • Business Intelligence • Consulting • Energy • Financial Services • Utilities
    Chicago, IL
    150 Employees
    Ford Energy Thumbnail
    Automotive • Software • Energy • Utilities • Manufacturing • Renewable Energy
    Glendale, Kentucky
    55 Employees

    Sign up now Access later

    Create Free Account

    Please log in or sign up to report this job.

    Create Free Account