Description

• Growing 100% year-over-year
• Our AI product (HOAi) went from $0 to millions in months
• Backed by Cove Hill Partners and JMI Private Equity
• 6M+ doors on our platform, displacing legacy systems

• Client Relationship Experience
• Specialist Team Coordination
• Successful Go-Live Delivery

• Client Go-Live Date Accuracy
• Client Satisfaction at Go-Live
• Specialist Coordination Quality
• Client Communication Excellence
• Client Escalation Rate
• Handoff to Customer Enablement Quality
• Client Preparation Score

• Serve as primary point of contact throughout the pre-go-live implementation process
• Conduct partnership alignment, discovery, and regular project plan calls with clients
• Manage client expectations and provide consultative guidance on implementation approach
• Build trust and confidence through proactive communication and issue resolution
• Conduct owner touchpoint calls to assess go-live confidence throughout process

• Coordinate scheduling and deliverables across Admin, Accounting, and Action Items Solutions Consultants
• Work with Integration Coordinator to ensure banking, payment, and third-party integrations are ready
• Partner with Data team on migration scheduling, data quality validation, and import coordination
• Facilitate handoffs between specialist teams and ensure continuity of client experience
• Monitor specialist work quality and timeline adherence across all functional areas

• Develop and manage detailed project plans with specialist input and coordination
• Monitor progress across all specialist workstreams and maintain overall timeline
• Proactively identify potential issues and coordinate solutions across specialist teams
• Ensure all pre-go-live deliverables are completed and validated before go-live

• Gather feedback from clients and specialist teams to improve coordination processes
• Identify opportunities to enhance PM coordination and specialist collaboration
• Leverage AI tools for project tracking, client communication, and coordination optimization
• Explore AI applications for predictive project management and automated status reporting

• Ensure smooth transition from Sales team with complete client context and expectations
• Coordinate comprehensive handoff to Customer Enablement team at go-live
• Provide detailed client documentation and specialist insights to CES team
• Validate client readiness for post-go-live adoption and optimization phase

• Partner with Data team on migration timelines and quality validation
• Coordinate with Integration Coordinator on technical setup and testing
• Work with all specialist teams to ensure integrated delivery approach
• Collaborate with Customer Enablement team on handoff preparation and client transition

Requirements

• Bachelor's degree or equivalent experience in project management, business administration, or related field
• Minimum 2-3 years of project management experience, preferably in SaaS implementation
• Proven experience managing complex projects with multiple stakeholders and specialists
• Strong background in client relationship management and expectation setting

• Exceptional communication and presentation skills with clients and internal teams
• Advanced project management and cross-functional coordination capabilities
• Strong organizational skills with ability to manage multiple complex implementations simultaneously
• Proven problem-solving abilities and consultative client approach

• Strong technology background with understanding of SaaS platforms and integrations
• Advanced Excel skills and project management tool proficiency (Rocketlane, Asana, etc.)
• Comfort with AI tools for project management, communication, and process optimization
• Data management skills and ability to interpret client requirements

• Excellent public speaking and meeting facilitation abilities
• Professional, positive, and constructive communication style
• Ability to build trust and confidence with clients throughout implementation
• Experience managing client expectations and delivering difficult conversations when necessary
• Openness to AI-enhanced client communication and relationship management tools

• Always Growing: Likes change and enjoys finding new ways to improve their knowledge and the product. Always ready to learn quickly, helping themselves and the team grow.
• Win as a Team: Builds trust and works together by making sure everyone communicates well. Actively involved in daily work, working closely with the team, listening to their ideas, and celebrating successes together.
• Accountability Starts with Me: Notices problems and takes personal action to solve them.
• Unwavering Commitment to Customer Experience: Regularly talks to customers, taking personal responsibility to understand what they need, address concerns, and make their experience better with improved Vantaca processes.
• Innovate Boldly: We challenge the status quo and push boundaries to create meaningful change. We act with urgency and purpose, knowing that innovation drives our success.

• Our eNPS is +68! (Google it, that is great).
• Benefits: Medical, Dental, and Vision kick in day one.
• Unlimited PTO (with a requirement for employees to take a minimum of one continuous week per year).
• 401K with Company Match.
• Remote Flexible - come to the office when needed.
• Great parental leave benefits.
• Named on Inc 5000 list of America’s Fastest Growing Private Companies.
• Named on Inc 5000 Vet 100 Private Companies list multiple years in a row.
• Winner of Coastal Entrepreneur Award, Technology Category.
• Active employee-led Culture Committee.
• Ongoing industry and professional development trainings available to all employees.
• Multiple leaders on the executive committee recognized as 40 under 40 recipients for contributions to business and community.
• We’re playing offense to win! Our product market fit and our world-class employees make us the leader in our space. We’re building something cool and people like it here.