Director of Client Success

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Company: Associa

Location: San Antonio, TX 78228

Description:

  • Provide additional support on accounts rated as "at risk".
    • Work with CAM and Director to identify ways to fix ongoing issues
  • Work with Director and CAM on creation and follow through of active SRPs using Teams check list and Spreadsheet
  • Attend weekly Client Retention calls.
  • Attend Leadership Meetings as needed or as requested.
  • Board Calls 25 per month
    • Check in with boards with Contracts coming up on renewal 6 months prior
  • Provide additional meeting coverage when needed if other leaders are not available.
  • Provide weekly and monthly reporting to BP & VP on Status of SRPs. 15 SRPs
    • What is being done to improve the relationship
    • How is the CAM doing
  • Attending Association meetings when needed for at risk clients.

    • BOARD MEMBER EDUCATION NEW AND EXISTING & NEW INCOMING ACCOUNTS (Secondary)
  • Make contact with all New board members weekly
  • Send onboarding/Educational information to all
  • Orientation 3-4 per month (one association at a time)
  • Follow up to answer any questions
  • Work with BD on Webinars for Potential and existing clients
  • Lead education on retention quarterly
  • Initial POC with new clients Prior to contract start date.
  • Set up meet and greet meeting with Board and new CAM, virtual or in person as close as possible to start date.
  • Review incoming documents in F:Drive
  • Ensure folder is set up with template and documents are in the correct folder
  • Communication with BD, Directors and other leaders as needed as it relates to transition in touch base with new clients.
  • Join transition in calls
  • Attend 1st new client Board meeting if needed. *

    • Immediate Deliverables
    • Create Annual Calendar
    • Locate and properly tag/organize keys, fobs, parking tags, etc. (Lean on AOC Gates)
    • Setup TownSq with Governing Documents and Team Informational page
    • Ensure CAM sets up C3 facts no later than account start date.
    • Ensure CAM sets up Community Archives no later than account start date
    • Set up 30 day check in with Director/VP


    Education and Experience
    Bachelor's Degree Required
    CAI Designation Required
    Master of Business Administration Degree Preferred
    7 - 10years of directly related or closely related experience
    5 - 7 years of Management and/or Supervisory experience
    5 - 7 years of Community Association experience

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