About this position
Role Details
Location: San Pedro Sula or Tegucigalpa
Work Arrangement: Hybrid
Type of Support: Onboarding Support
Contract Duration: Permanent
Training Schedule: Monday to Friday, 8:00 am - 5:00 pm CST
Work Schedule: Monday to Friday, 8:00 am - 5:00 pm CST
Expected Start Date: March 05, 2026
About Us
Crescendo stands for excellence in customer experience in the age of AI. We bring together top-tier outsourcing expertise and forward-thinking technology to raise the bar in CX and operations—delivering scalable results and support that’s always on.
At our core, Crescendo is about people. We do more than match talent with opportunity—we foster an environment where careers grow, innovation thrives, and individuals are empowered to create meaningful impact. Join us and help shape the future of customer experience.
Welcome to Crescendo. Welcome to what’s next.
The Role
We are transforming financial technology for real estate investors. We are not just hiring a support associate, we are looking for a Senior Client Onboarding Specialist who can guide high-value landlords through a smooth and effective digital transition.
In this role, you will collaborate closely with Account Executives (AEs) to manage the critical final stage of the sales journey. This includes migrating complex financial data, setting up banking workflows, and ensuring our top clients are successfully integrated and engaged within the platform.
What You’ll Do:
- Executive-Level Onboarding
- Facilitate personalized, high-touch onboarding sessions for premium landlord clients.
- Take ownership of the onboarding journey by setting clear expectations and timelines to help users become fully active within 14 days.
- Support clients through digital banking applications (KYC), rent collection configuration, and virtual card setup—even for users with limited technical experience.
- Financial & Data Migration
- Serve as a “Data Concierge,” converting unstructured spreadsheets, bank statements, and legacy platform exports into organized bookkeeping records.
- Work with data from platforms such as Stessa, AppFolio, and Excel to ensure accuracy and consistency.
- Validate and reconcile historical financial data so users gain immediate reporting and tax benefits.
- Consultative Technical Lead
- Identify workflow challenges or resistance and recommend platform features that improve efficiency.
- Simplify complex fintech concepts into clear, practical language tailored to real estate investors.
- 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 haven't moved over yet).
What We Expect From You:
- Experience: At least 2 years in a client-facing onboarding, implementation, or customer success role within Fintech or SaaS.
- Financial Literacy: Solid understanding of bookkeeping or property management accounting principles.
- Communication: Excellent spoken and written English with the ability to simplify technical concepts.
- Tools: Strong experience with HubSpot (or similar CRM), Zoom, and advanced Excel or Google Sheets.
What You’ll Get In Return:
- Be part of a people-centered and values-driven organization
- Collaborate with global partners and diverse teams
- Hybrid work setup
- Competitive salary package
- Generous paid time off
- Comprehensive benefits including medical, dental, and vision coverage (depending on country of residence)
- Access to free posture-focused home fitness programs
- Continuous learning, training, and career development opportunities
Company Culture Is At Our Core
Core values give our work intention and our culture its edge. They’re 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 what’s next.
- Take ownership: Bold choices with integrity at the core—that’s 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 accommodations for 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 careers@crescendo.ai.
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 Crescendo’s privacy program, including your rights and options for managing the personal data you submit to us, please visit our Privacy Center here.
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