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

• Specialized Client Adoption Excellence
• 1:1 Client Coaching & Training
• Client Success & Referability

• 5-Month Adoption Completion Rate
• Financial Completion Rate
• Monthly Milestone Adherence
• Database Audit Success Rate

• Guide clients through progressive adoption milestones from Month 1 hypercare through Month 5 advanced systems
• Deliver Month 1 hypercare with daily/twice-weekly check-ins and intensive support during critical go-live period
• Support Month 2 financial production milestone ensuring clients complete financials by end of second month
• Lead Month 3-4 advanced feature adoption including ARC voting, permissions management, amenities, and integration optimization
• Implement Month 5 sophisticated systems including insurance tracking, lease management, and advanced reporting
• Conduct comprehensive database audits after Month 5 to ensure data integrity and platform optimization before final validation

• Provide seasonal training aligned with property management cycles (budget season, annual meetings, tax prep, etc.)
• Deliver specialized training for seasonal operations (pool openings, landscaping, snow removal, community events)
• Support clients during critical seasonal periods with targeted training and process optimization
• Adapt training delivery to regional variations and client-specific seasonal requirements
• Ensure clients are prepared for seasonal challenges through proactive training and planning sessions

• Build strong, trusted relationships with key client stakeholders in your functional area
• Serve as the go-to expert for all questions and challenges within your specialization
• Proactively identify adoption barriers and work with clients to develop solutions
• Maintain regular communication cadence with assigned clients throughout their first year
• Coordinate with other CES specialists to ensure comprehensive client support across all functional areas

• Lead complex adoption projects including database audits, advanced system configurations, and integration optimizations
• Support clients through sophisticated platform implementations that extend beyond basic feature adoption
• Coordinate multi-month projects that span the 5-month adoption timeline and require specialized expertise
• Ensure clients achieve full platform utilization including advanced features, reporting capabilities, and workflow automation
• Provide ongoing consultation on platform optimization and best practice implementation throughout first year

• Maintain detailed records of client progress, challenges, and successes within your specialization
• Document best practices and common solutions for knowledge sharing across the team
• Create and update training materials, guides, and resources for your functional area
• Contribute to process improvements and enablement methodology enhancements
• Track and report on client adoption metrics and success indicators

• Coordinate with other Client Enablement Specialists to ensure comprehensive client support
• Partner with Client Enablement Engineer on technical issues requiring specialized intervention
• Work with Customer Success team on long-term account strategy and expansion opportunities
• Provide feedback to Product team on client needs and feature requests within your specialization
• Collaborate with Implementation team on handoff optimization and client preparation

• Stay current on product updates, new features, and enhancements within your specialization area
• Develop deep expertise in industry best practices and client success methodologies
• Participate in ongoing training and professional development to enhance coaching skills
• Contribute to team knowledge sharing and cross-training initiatives
• Lead AI adoption initiatives for enhanced client coaching and predictive success analytics

• Track and measure client progress against adoption goals and success metrics within your specialization
• Monitor client health indicators and proactively identify potential issues before they impact operations
• Ensure clients meet critical milestones, particularly financial completion by end of second month post-go-live
• Provide regular updates to Lead CES and Manager of Customer Enablement on client status and health metrics
• Identify at-risk clients through monitoring and develop intervention strategies to ensure success
• Celebrate client wins and success stories to build momentum and referability
• Use AI-powered insights to optimize enablement strategies and predict client success patterns

Requirements

• Bachelor's degree or equivalent experience in customer success, training, or related field
• Minimum 2-3 years of client-facing experience in training, coaching, or customer success roles
• Experience with SaaS platforms and post-implementation client adoption preferred
• Background in property management, HOA, or similar industry software beneficial
• Knowledge of financial processes, reporting, and revenue management
• Understanding of property management financial workflows and industry practices
• Knowledge of accounts receivable, payable processes, and payment optimization
• Understanding of collections processes and financial operations
• Excellent training and presentation skills with ability to adapt to different learning styles
• Comfort with AI tools for personalized training delivery, adoption analytics, and client success prediction
• Ability to translate technical concepts into business value for diverse audiences
• Strong relationship building abilities with focus on trust and credibility
• Experience managing multiple client relationships simultaneously
• Openness to AI-enhanced client communication and relationship management tools
• Proficiency with training delivery platforms and customer success tools
• Ability to create training materials, guides, and documentation
• Understanding of client success methodologies and best practices

• 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.