Client Success Advisor

Job Summary

Supporting the sales team and clients, the full-time Client Success Advisor will drive the adoption of HOA products, conduct business environment analyses, and create personalized improvement plans while working remotely.

Key responsibilities

• Drive usage and adoption of HOA products through direct client communication, analysis, and training
• Conduct business environment analyses and usage assessments to identify opportunities for improvement
• Create personalized improvement plans and provide training to Community Management Companies (CMCs) to enhance system usage

Required qualifications

• Bachelor's degree or equivalent experience in the financial industry, with 1+ years of related experience or 4+ years of relevant experience
• Intermediate to advanced knowledge of general banking, including products, services, and regulations
• Intermediate to advanced knowledge of deposit and payment products and online technology platforms
• Experience in treasury management or credit facilities is preferred