Onboarding Support

Job Description

Job Description

About the Role :

We are seeking an experienced and highly organized Onboarding (Implementation) Support role to join our dynamic team. Onboarding Support, will play a critical role in ensuring an exceptional onboarding experience for our clients, while supporting 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 :

Qualifications :

2+ years of experience in administrative support, data entry, or operations coordination (experience in a utility billing, SaaS, or service-based company preferred).

Strong attention to detail and ability to manage multiple priorities.

Proficiency with Microsoft Office Suite and project tracking tools (e.g., Excel, Teams, ClearCo, or similar).

Excellent organizational and communication skills.

Demonstrated ability to work collaboratively with cross-functional teams.

Self-starter with a proactive and solutions-oriented mindset

Key Responsibilities

Assist with data entry and system setup for new client implementations.

Upload and organize required client documentation in company systems.

Coordinate with internal departments to collect missing information or verify details.

Create and maintain setup checklists and track progress for each new account.

Support Onboarding Specialists by preparing data, reports, and configuration requests.

Review account setups for accuracy and completeness prior to onboarding milestones.

Monitor and update project tracking tools and dashboards.

Prepare and send internal communication summaries related to onboarding progress.

Maintain organized records of all onboarding-related materials and updates.

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 :

Why Join Us?

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.