Onboarding Specialist – Financial Accounts

Role Details

Location:Metro Manila
Work Arrangement: Hybrid
Type of Support: Onboarding Support
Contract Duration:Permanent
Training Schedule:Monday to Friday 10:00 pm - 7:00 am Manila Time
Work Schedule:Monday to Friday 10:00 pm - 7:00 am Manila Time
Expected Start Date: March 12 2026

About Us

Crescendorepresents peak CX performance in the AI era. We combine world-class outsourcing expertise with innovative technology to set a new standard in CX and operations delivering results that scale and support that never sleep.

More than that Crescendo is about people. We dont just connect talent with opportunitywe create a place where careers grow ideas thrive and people are empowered to make an impact. Join us at Crescendo and lets build the future of customer experience together.

Welcome to Crescendo. Welcome to whats next.

The Role

We are redefining financial technology for real estate investors. We arent just looking for a support associate; we are looking for aOnboarding Specialist. Your mission is to take high-value landlords who are often brilliant investors but may be old school or tech-resistant and lead them through a seamless digital transformation.

You will partner directly with our Account Executives (AEs) to manage the critical Last Mile of the sales process: migrating complex financial data setting up banking structures and ensuring our largest users are deeply locked in to the ecosystem.

What Youll Do:

• Executive-Level Onboarding
  • Lead 1-on-1 White-Glove implementation sessions for high-value landlords.
  • Act as the project lead setting expectations and timelines for the customer to ensure they reach Active User status within 14 days.
  • Confidently navigate non-sophisticated users through digital banking applications (KYC) rent collection setup and virtual card issuance.
• Financial & Data Migration
  • Act as a Data Concierge taking messy spreadsheets bank statements or exports from legacy platforms (e.g. Stessa AppFolio or Excel) and mapping them into the bookkeeping module.
  • Ensure historical data is accurate reconciled and organized to provide immediate value for the users tax reporting.
• Consultative Technical Lead
  • Identify Resistance Points in the users current workflow and prescribe platform features as the solution.
  • Translate complex Fintech jargon (e.g. ACH rails Ledger-based accounting) into Landlord Language (e.g. getting paid faster staying tax-compliant).
• AE Partnership & Retention
  • Work hand-in-hand with Account Executives to ensure a smooth hand-off from Signed to Set-up.
  • Proactively identify expansion opportunities (e.g. noticing a landlord has 10 more properties they havent moved over yet).

What We Expect From You:

• Experience: Minimum 2 years in a client-facing onboarding or success role within Fintech or SaaS.
• Financial Literacy: Strong understanding of property management accounting or general bookkeeping principles.
• Communication: Flawless verbal and written English. Ability to simplify complex processes for non-technical users.
• Tools: Proficiency in HubSpot (or similar CRM) Zoom and advanced Excel/Google Sheets

What Youll Get In Return:

• Be part of a people-first values-driven organization
• Work with innovative global partners and diverse teams
• Hybrid working arrangements
• Competitive base salary
• Generous paid time off
• Comprehensive benefits package including medical dental and vision options that are applicable per country of residence for all our full-time employees
• Access to free posture-based fitness workouts from home
• Training and professional development opportunities

Company Culture Is At Our Core

Core values give our work intention and our culture its edge. Theyre the standards we hold for ourselves our partners and each other.

• Care for others: Empathy is a key driver. When people thrive so does the mission.
• Embrace growth: Curiosity fuels progress. Take bold risks sharpen your edge go forward.
• Manifest trust: Trust is our currency. Earn it daily protect it fiercely and let it fuel whats next.
• Take ownership: Bold choices with integrity at the corethats how impact lasts.
• Be humble: Humility opens the door to better ideas. Hear others lift others keep learning.

Crescendo is proud to be an equal-opportunity workplace. We value diversity inclusion equity and belonging and these pillars are at the heart of how we work together. We are committed to providing equal employment opportunities regardless of race color ancestry religion sex national origin sexual orientation age citizenship marital status disability gender identity Veteran status or any other applicable legally protected characteristics in the location in which the candidate is applying. We also consider qualified applicants regardless of criminal histories consistent with legal requirements.

We are committed to the inclusion of all individuals and will make reasonable accommodationsfor qualified individuals with disabilities in our job application process. If you require assistance or accommodations to participate in the job application or interview process please contact .

PRIVACY NOTICE

Crescendo is committed to ensuring your privacy and the protection of your personal data. By filling out the forms associated with your job application and submitting your data to us you are giving us your consent to process your data and store it for potential recruitment and hiring purposes.

To understand more about Crescendos privacy program including your rights and options for managing the personal data you submit to us please visit our Privacy Center here.