Administrative Skills, Banking Services, Channel Support, Communication Skills, Cross-Functional, Customer Relations, Customer Satisfaction, Customer Support/Service, Data Quality, Detail Oriented, Documentation, Identify Issues, Multitasking, Onboarding, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Process Management, Property Management, Rentals, Sales Management, Slack, Software Administration, Software as a Service (SaaS), Time Management, Writing Skills
About the role
The Application & Screening Specialist plays a key role in the seamless onboarding and ongoing support of customers using Rentvine's application and screening platform. This role owns the customer relationship from initial account setup through go-live, guiding clients through application builds, credentialing, and training while providing responsive, ongoing support.
The ideal candidate is organized, detail-oriented, and comfortable managing multiple accounts in a fast-paced SaaS environment.
What you'll do
- Onboard new customers from initial setup through go-live, including configuring application templates and managing the credentialing process
- Conduct consultations with customers to present screening bundle options and tailor solutions to their specific business needs
- Build out the application template and rental criteria, then review templates, documents, and Adverse Action Letters (AAL) for accuracy and completeness
- Verify receipt of ACH and banking documentation to ensure accounts are properly configured
- Lead final review calls to walk customers through the Application & Screening platform and provide hands-on training
- Activate customer accounts once onboarding and training are complete, confirming all components are fully functional
- Maintain up-to-date records in Monday.com, tracking PetScreening URLs, Application URLs, website details, and HubSpot IDs
- Own and monitor the App/Screening Support Slack channel, providing timely responses and troubleshooting customer inquiries
- Follow up consistently with customers who have outstanding questions or haven't responded, ensuring no account falls through the cracks
- Perform ongoing reviews of application builds and coordinate updates or adjustments across departments as needed
Qualifications
- Experience in application setup, administrative coordination, or a client-facing implementation role
- Familiarity with property management or tenant screening processes preferred
- Proficiency with platforms like HubSpot, Monday.com, Slack, and similar tools
- Strong organizational and multitasking skills with the ability to manage multiple accounts simultaneously
- Exceptional written and verbal communication skills for both internal coordination and customer-facing interactions
- Detail-oriented approach to documentation, template setup, and data accuracy
- Problem-solving mindset with a customer-first attitude
- Bachelor's degree or equivalent experience in business, communications, technology, or a related field
Even Better If You Have
- Hands-on experience with tenant screening platforms or property management software
- Background in SaaS onboarding or implementation roles
- Experience managing client-facing projects from kickoff through launch
What Success Looks Like
- Customers go live on time with complete, accurate account configurations
- High client satisfaction and confidence navigating the Application & Screening platform
- Support inquiries are resolved quickly, with no accounts left waiting
- Cross-functional teams have clear, up-to-date information on every account