Executive VP (Branch Operations)

AssociaFalls Church, VA
125d

About The Position

The Executive Vice President role has the scope and authority to lead the team assigned to ensure employee and client retention and growth. The role is responsible for knowledge of accounts in the assigned portfolio and implementing a communication program to reach clients on a consistent basis. The EVP is responsible for enabling and implementing processes, procedures, and systems associated with project initiatives of company-wide business processes. This role will direct operations and accounting staff to research and resolve client issues and interact with other departments in the pursuit of client services and to support the management team. Establish and maintain positive relationships and communicate successfully with leadership and support teams. Provide supervision, oversight and training for a staff of management, administrative and/or other support personnel. Implement a proactive communication calendar to consistently communicate with our clients. Determine appropriate staffing needs and oversee onboarding and training. Perform Performance Planning Reviews and quarterly touch-in's to direct reports and oversee to ensure the process is achieved for all in the downline. Directly responsible for action plans relative to retention efforts of at risk clients including meeting attendance and account support up to and including transition to a manager and for customer thermometer response and follow up with client and staff. Attend meetings with directors/clients and prospective clients as needed. Responsible for timely reporting and communication to leadership about client and assigned team and portfolio of clients. Responsible for oversight of financial impact including but not limited to the following functions; chargebacks, Manager/Admin productivity, payroll overtime control. Responsible for team delivery of materials per contract to clients. Responsible for delivery and adherence to company programs, information and directives. Responsible for teams efforts to successfully utilize integrated services to clients. Participate and provide oversight of internal controls and management standards. Directly responsible for observing, displaying and promoting the company pillars, values, goals and branch management plan.

Requirements

  • 7+ years of Management and/or Supervisory experience required.
  • 7+ years of Community Association experience and large-scale Portfolio Management experience preferred.
  • Knowledge of GAAP at a proficient level.
  • Expert level knowledge of Microsoft Office products (Word, Excel, Outlook, etc.).
  • Expert level knowledge of typical business correspondence.
  • Professional communication skills (phone, interpersonal, written, verbal, etc.).
  • Self-motivated, proactive, detail-oriented, and a team player.
  • Confidentiality and discretion in the performance of all duties.
  • Time management and time-critical prioritization skills.

Responsibilities

  • Lead the team to ensure employee and client retention and growth.
  • Implement a communication program to reach clients consistently.
  • Enable and implement processes, procedures, and systems for project initiatives.
  • Direct operations and accounting staff to resolve client issues.
  • Establish and maintain positive relationships with leadership and support teams.
  • Provide supervision, oversight, and training for management and support personnel.
  • Implement a proactive communication calendar for client communication.
  • Determine staffing needs and oversee onboarding and training.
  • Perform Performance Planning Reviews and quarterly touch-ins for direct reports.
  • Directly responsible for action plans for at-risk client retention.
  • Attend meetings with directors/clients and prospective clients.
  • Responsible for timely reporting and communication to leadership.
  • Oversee financial impacts including chargebacks and payroll control.
  • Ensure team delivery of materials per contract to clients.
  • Ensure adherence to company programs and directives.
  • Participate in oversight of internal controls and management standards.
  • Promote company pillars, values, goals, and branch management plan.

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What This Job Offers

Job Type

Full-time

Career Level

Executive

Industry

Religious, Grantmaking, Civic, Professional, and Similar Organizations

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