Client Enablement Specialist - Accounting

Vantaca+HOAiWilmington, NC
3hRemote

About The Position

Vantaca just achieved unicorn status with a $1.25B valuation, so it's safe to say we're past the "scrappy startup phase." We're not just building a successful company – we're building the category-defining platform that will transform how an entire industry operates. Here's the reality of our trajectory: 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 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 Client Enablement Specialist, you engage directly with clients post go-live to ensure confidence, clarity, and momentum in using the Vantaca platform throughout their structured 5-month adoption timeline and ongoing seasonal training during their first year. You provide specialized live training, workflow coaching, and feature adoption support within your functional area of expertise (Admin, Financials, Action Items, or AP/AR). Your focus is on guiding clients through progressive adoption milestones from initial go-live hypercare through advanced feature implementation, database auditing, and seasonal training programs that maximize long-term platform value and create referrable client advocates.

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

Responsibilities

  • 5-Month Structured Adoption Program
  • Seasonal Training & Year-Round Support
  • Client Relationship Management
  • Advanced Project & System Management
  • Documentation & Process Management
  • Cross-Functional Collaboration
  • Continuous Learning & Improvement
  • Client Success Measurement & Reporting

Benefits

  • 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.
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