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Job Title:
Client Success Advisor, Association BankingLocation:
AZ RemoteWhat you'll do:
As a Client Success Advisor, your focus is in supporting our sales team and clients. Our HOA business line has heavily invested and will continue to invest in robust integrations and payment solutions that provide a wide range of features and options to clients. This role is key in ensuring client adoption of these solutions to enhance their experience and deepen relationships.Drive usage and adoption of HOA products/systems through a structured process of direct client communication, analysis and training. Work directly with Community Management Companies (CMCs) through the following process:
Conduct business environment analysis to outline current state of CMC by documenting staffing arrangement, internal account reconciliation process, AR process (coupons, statements, ePayments, etc.) and client support mode. Through this process the C...