Invoice Account Advisor

Since its inception in 2003, driven by visionary college students transforming online rent payment, Entrata has evolved into a global leader serving property owners, managers, and residents. Honored with prestigious awards like the Utah Business Fast 50, Silicon Slopes Hall of Fame - Software Company - 2022, Women Tech Council Shatter List, our comprehensive software suite spans rent payments, insurance, leasing, maintenance, marketing, and communication tools, reshaping property management worldwide.
Our 2200+ global team members embody intelligence and adaptability, engaging actively from top executives to part-time employees. With offices across Utah, Texas, India, and the Netherlands, Entrata blends startup innovation with established stability, evident in our transparent communication values and executive town halls. Our product isn't just desirable; it's industry essential. At Entrata, we passionately refine living experiences, uphold collective excellence, embrace boldness and resilience, and prioritize diverse perspectives, endeavoring to craft a better world to live in.
The Invoice Account Advisor will play a pivotal role in overseeing the onboarding and continuous support of clients using our innovative invoice processing product. This role involves deep collaboration with clients to ensure smooth integration of our machine learning model into their accounts payable (AP) practices. The Invoice Account Advisor will manage the onboarding process, provide ongoing support, facilitate retraining of the model, and maintain proactive client communications to ensure satisfaction and efficiency.

Responsibilities will include

• Client Onboarding: Guide clients through the initial setup of the invoice processing system, involving the AP Consultants when necessary. Ensure seamless integration of the machine learning model with clients' existing AP practices.
• System Configuration: Assist in the customization of the system to align with clients' specific GL coding requirements. Work closely with clients to understand their AP processes and tailor the model to meet their needs.
• Model Training and Retraining: Monitor the performance of the machine learning model and initiate retraining sessions as needed. Ensure the model adapts to changes in clients' AP practices and coding standards.
• Client Communication: Serve as the primary point of contact for clients, addressing any questions or concerns. Provide regular updates on system performance and enhancements. Gather feedback from clients to drive product improvements.
• Support and Troubleshooting: Offer ongoing support to clients to resolve any issues promptly. Work with technical support teams to troubleshoot and resolve system-related problems. Provide clients with best practices to optimize the use of the invoice processing system.
• Documentation and Reporting: Maintain comprehensive records of client interactions, system configurations, and training sessions. Prepare reports on system performance, client satisfaction, and areas for improvement. Document changes and updates to the model and system configurations.
• Relationship Management: Build and maintain strong relationships with clients to ensure long-term satisfaction and retention. Conduct regular check-ins with clients to review performance and discuss any changes.
• Cross-functional Collaboration: Participate in product development discussions to represent the voice of the customer.

Minimum Qualifications

• Education in Business, Finance, Accounting, Computer Science, or related fields.
• Proven experience in account management, client onboarding, or a related role.
• Strong understanding of accounts payable processes and general ledger coding.
• Familiarity with machine learning concepts and their application in business processes.
• Excellent communication and interpersonal skills.
• Strong problem-solving abilities and attention to detail.
• Ability to manage multiple clients and projects simultaneously.
• Proficiency in relevant software and tools (e.g., Google Suites, Pixydocs).

Preferred Qualifications

• Experience in the fintech or software-as-a-service (SaaS) industry.
• Previous experience working with machine learning models or AI-driven systems.
• Advanced degree or certifications in a relevant field.
• Strong technical background with the ability to understand and explain complex systems.

Benefits: Flexible and transparent culture with remote and hybrid work options, generous vacation time, and frequent company recharge days for work-life balance.
Comprehensive medical, dental, and vision coverage, including fertility benefits, available for eligible employees and their families.