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 12, 2026
 

About Us

Crescendo represents 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 don’t just connect talent with opportunity—we create a place where careers grow, ideas thrive, and people are empowered to make an impact. Join us at Crescendo, and let’s build the future of customer experience together.

Welcome to Crescendo. Welcome to what’s next.
 

The Role

We are redefining financial technology for real estate investors. We aren't just looking for a support associate; we are looking for a Onboarding 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 You’ll 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 user's tax reporting.
• Consultative Technical Lead
  • Identify "Resistance Points" in the user’s 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 haven't 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 You’ll 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. 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

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