Application & Screening Specialist

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.

Responsibilities

• 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

Pay

The Pay Range For This Role Is 50,000 - 60,000 USD per year (Estero)