Client Enablement Specialist - Accounting

Description

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.
OverviewAs 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. 

Accountability Key Initiatives

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

Expectations for Success

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

Responsibilities
5-Month Structured Adoption Program 

• 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 

Seasonal Training & Year-Round Support 

• 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 

Client Relationship Management 

• 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 

Advanced Project & System Management 

• 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 pract