Financial Services Implementation Consultant

Description

Vantaca’s vision is big. We are the leading community management performance software that enables owners and operators, community management teams, and boards and associations to improve business performance. More than just accounting and management software, it is business operating software that helps increase revenue, efficiency, flexibility, and control. A modern cloud architecture with a single-platform design that adapts to 100% of business processes, has proactive reporting, and can integrate with the software and banking partners of choice. Vantaca is focused exclusively on community management and is the trusted and proven technology leader in the community association management industry.

We are a winning team that believes in working together to make big ideas happen. We are a collaborative and visionary group that holds ourselves accountable for our results. Our ability to be nurturing and agile allows us to adapt to change and support each other through any challenges that come our way. We are customer-centric, meaning that we put our customers' needs and preferences at the heart of our work. We are authentic game changers that are building something cool and people like it here.

Overview

As a Financial Services Implementation Consultant, you will drive client success by streamlining their adoption of Vantaca Pay and Vantaca Lockbox services, ensuring they maximize efficiency and operational excellence. In this implementation-focused role, you will collaborate closely with the Vantaca Financial Services Team, Customer Success Team, and external stakeholders, managing end-to-end onboarding with precision, professionalism, and adherence to our standards. This role offers the chance to shine as part of a high-performing team dedicated to delivering exceptional client experiences. If you're motivated by achieving tangible results and fostering long-term value for clients, this is the perfect opportunity to contribute meaningfully to Vantaca’s mission of excellence. 

Accountability Key Initiatives

• Client Relationship Ownership: Build and maintain strong client relationships from contract signing through onboarding and beyond, ensuring lasting partnerships and continued satisfaction. 
• Training & Support: Provide comprehensive training and ongoing support to client users, effectively addressing end-user issues and promoting seamless adoption of Vantaca Pay and Vantaca Lockbox services. 

Success Metrics

• Successfully onboard all management companies within established timelines, meeting or exceeding financial forecasts and ensuring a seamless implementation experience. 
• Proactively seek opportunities to expand your knowledge base, staying informed about Vantaca products, industry trends, and best practices to enhance client outcomes and personal growth.

Requirements

• Client Engagement: Build and maintain strong client relationships by consistently exceeding expectations. Respond promptly and empathetically to client email requests, treating them with the same urgency and care as if they were your own. 
• Product Knowledge: Stay informed about the latest features and functionalities of Vantaca Pay and Vantaca Lockbox, effectively communicating their value and benefits to clients to drive adoption and satisfaction. 
• Collaboration: Partner closely with the Customer Success, Product, Support, and Financial Services teams to gather client feedback, identify pain points, and recommend changes that enhance the overall customer experience. 
• Reporting: Provide timely and accurate updates to the Senior Director of Financial Services, ensuring all onboarding milestones and customer support requirements are achieved. 

Qualifications

• Bachelor’s degree or equivalent experience in project management, information systems, operations management, supply chain management, business analytics, software support, or a related field. 
• Minimum of 2 years of experience or a combination of education and experience in the above, with a proven track record of excellence. 
• Phenomenal verbal and written communication skills, with the ability to interact professionally, positively, and constructively with customers, clients, and coworkers. 
• A creative thinker who excels at identifying and implementing effective solutions. 
• Highly organized with the ability to prioritize workloads effectively and manage competing deadlines. 
• Confident and capable of leading meetings and delivering engaging presentations. 
• Strong technology background with advanced Excel skills. 
• Proficient in data management and comfortable navigating various software systems. 

Our Value Prop to Employees

• Our eNPS is +62! (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 (2021, 2022 and 2023).
• Named on Inc 5000 Vet 100 Private Companies list multiple years in a row.
• 2021 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.

We receive many resumes for our open positions and each one is reviewed by a human being on our recruiting team. We will compare your background with the qualifications and requirements for the position.

If you are selected for an interview you will receive an e-mail from someone on our recruiting team with an @vantaca.com email address. It may take some time for us to review all of the applications so give us some time to respond. We appreciate your interest in this role.

Although we do business around the US, we call North Carolina home. NC was just ranked the #1 state for business in 2022 and 2023 by CNBC and we believe it! The state, and in particular the Wilmington area, is a great place to live and do work. Wilmington, where Vantaca is headquartered, really has something for everyone. Historic Downtown Wilmington runs along the Cape Fear River and offers dozens of shops, restaurants and live entertainment opportunities. If you want to spend some time outdoors, get some sun or go surfing or fishing, you can pick a spot along one of our beautiful beaches. Explore info about where we’re headquartered at www.nccareercoast.com