Onboarding Specialist I - Payments & Screening

AppFolio; Dallas (TX); On-site; USD 29,000 - 36,000; Full time

Job summary

AppFolio is seeking an Onboarding Specialist I for Payments & Screening to guide clients through onboarding of our Online Payments & Screening platforms, combining service with focused project management.

You will collaborate with Onboarding, Underwriting, Customer Care, and Performance teams to ensure successful implementation, manage milestones, and deliver a personalized customer experience from day one.

Qualifications

• BA/BS degree or equivalent work experience required.
• Proficient knowledge of the Microsoft Office suite and the Google Suite.
• Advanced proficiency with technology, experience using SalesForce is a plus.

Responsibilities

• Provide a smooth and efficient onboarding experience assisting our customers in setting up AppFolio's Online Payments & Screening platforms for their business.
• Serve as a knowledgeable point of contact for clients during the implementation of core software and value added services while conducting regular project meetings to review goals, share milestones, and ensure progress is being made at every stage of the project.
• Develop and hone your business acumen & use customer service expertise to provide our customers with an effortless, joyful, and personalized customer experience helping them realize the value of their investment on day one.
• As part of our team, you'll have the chance to work both independently and cross collaboratively with members of the Onboarding, Underwriting, Customer Care, and Performance teams to ensure customer success
• Proactively identify and mitigate project risks to minimize disruptions and ensure project success

Skills

Customer service

Problem solving

Attention to detail

Time management

Communication

Cross-functional collaboration

Analytical thinking

Adaptability

Education

BA/BS degree

Tools

Microsoft Office

Google Suite

Salesforce

Job description

Description

Hi, We're AppFolio

AppFolio is more than a company. We're a community of dreamers, big thinkers, problem solvers, active listeners, and multipliers. At every opportunity, we set the pace while delivering innovation built to carry real estate into the future. One in which every experience feels effortless, yet meaningful. Where customers are empowered to take on any opportunity. We show up as one team, connected by our values to be a force for good. Because together, we have the power to create extraordinary outcomes for our customers, our communities, and ourselves.

The Onboarding Specialist I - Payments & Screening role is a blend of dedicated customer service and focused project management skills. You will work with a driven and collaborative team to provide distinctive service and product expertise to our customers, and support their business needs with the use of our Payments & FolioScreen™ Resident Screening services.

Your impact

• Provide a smooth and efficient onboarding experience assisting our customers in setting up AppFolio's Online Payments & Screening platforms for their business.
• Serve as a knowledgeable point of contact for clients during the implementation of core software and value added services while conducting regular project meetings to review goals, share milestones, and ensure progress is being made at every stage of the project.
• Develop and hone your business acumen & use customer service expertise to provide our customers with an effortless, joyful, and personalized customer experience helping them realize the value of their investment on day one.
• As part of our team, you'll have the chance to work both independently and cross collaboratively with members of the Onboarding, Underwriting, Customer Care, and Performance teams to ensure customer success
• Proactively identify and mitigate project risks to minimize disruptions and ensure project success

Qualifications

• If you have passion for problem solving, a huge commitment to delighting customers, and are hard-working and self-driven, we want to meet you!
• Previous customer service industry experience with a strong service orientation.
• Our most successful folks have attention to detail, great organization and multitasking skills, and are able to adapt to change and new challenges.
• Exceptional customer focus, relationship-building skills, and a "do whatever it takes" attitude.
• High degree of flexibility, effective time management, and adaptability to change.
• Great judgment and problem solving skills.
• Friendly, professional written and verbal communication skills.
• Analytical capabilities.
• Ability to work cross-functionally in a dynamic environment.

Must have

• BA/BS degree or equivalent work experience required.
• Proficient knowledge of the Microsoft Office suite and the Google Suite.
• Advanced proficiency with technology, experience using SalesForce is a plus.

Compensation & Benefits

The compensation that we reasonably expect to pay for this role is: $21.30 - $26.10/hr. The actual compensation for this role will be determined by a variety of factors, including but not limited to the candidate's skills, education, experience, and internal equity.

Please note that compensation is just one aspect of a comprehensive Total Rewards package. The compensation range listed here does not include additional benefits or any discretionary bonuses you may be eligible for based on your role and/or employment type.

Regular full-time employees are eligible for benefits - see here

About AppFolio

AppFolio is the technology leader powering the future of the real estate industry. Our innovative platform and trusted partnership enable our customers to connect communities, increase operational efficiency, and grow their business. For more information about AppFolio, visit appfolio.com.

Why AppFolio

Grow | We enable a culture of high performance, where delivering results is recognized by opportunities for growth and compelling total rewards. Our challenging and meaningful work drive the growth of our business, and ourselves.

Learn | We partner with you to realize your potential by investing in you from the start. We're cultivating a team of big thinkers through coaching and mentorship with our best-in-class leaders, and giving you the time and tools to develop your skills.

Impact | We are creating a world where living in, investing in, managing, and supporting communities feels magical and effortless, freeing people to thrive. We do this by innovating with purpose while cultivating a culture of impact. We learn as much from each other as we do our customers and our communities.

Connect | We excel at hybrid work by fostering an environment that feels flexible, personal and connected, no matter where we are. We create space to fuel innovation and collaboration, and we come together to celebrate, connect, and succeed.

Paddle as One.

Statement of Equal Opportunity

At AppFolio, we value diversity in backgrounds and perspectives and depend on it to drive our innovative culture. That's why we're a proud Equal Opportunity Employer, and we believe that our products, our teams, and our business are stronger because of it. This means that no matter what race, color, religion, sex, sexual orientation, gender identification, national origin, age, marital status, ancestry, physical or mental disability, and veteran status, you're always welcome at AppFolio.