Vantaca · 2 weeks ago
Client Enablement Specialist - Accounting
United States
Full-time
Remote
Entry, Mid Level
2+ years expVantaca is a rapidly growing company that has achieved unicorn status with a $1.25B valuation. As a Client Enablement Specialist, you will engage directly with clients post go-live to ensure they successfully adopt and utilize the Vantaca platform, providing specialized training and support throughout their first year.
Artificial Intelligence (AI)Business IntelligenceBusiness Process Automation (BPA)Property ManagementSoftware
Responsibilities
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
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
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
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 practice implementation throughout first year
Maintain detailed records of client progress, challenges, and successes within your specialization
Document best practices and common solutions for knowledge sharing across the team
Create and update training materials, guides, and resources for your functional area
Contribute to process improvements and enablement methodology enhancements
Track and report on client adoption metrics and success indicators
Coordinate with other Client Enablement Specialists to ensure comprehensive client support
Partner with Client Enablement Engineer on technical issues requiring specialized intervention
Work with Customer Success team on long-term account strategy and expansion opportunities
Provide feedback to Product team on client needs and feature requests within your specialization
Collaborate with Implementation team on handoff optimization and client preparation
Stay current on product updates, new features, and enhancements within your specialization area
Develop deep expertise in industry best practices and client success methodologies
Participate in ongoing training and professional development to enhance coaching skills
Contribute to team knowledge sharing and cross-training initiatives
Lead AI adoption initiatives for enhanced client coaching and predictive success analytics
Track and measure client progress against adoption goals and success metrics within your specialization
Monitor client health indicators and proactively identify potential issues before they impact operations
Ensure clients meet critical milestones, particularly financial completion by end of second month post-go-live
Provide regular updates to Lead CES and Manager of Customer Enablement on client status and health metrics
Identify at-risk clients through monitoring and develop intervention strategies to ensure success
Celebrate client wins and success stories to build momentum and referability
Use AI-powered insights to optimize enablement strategies and predict client success patterns
Qualification
Required
Bachelor's degree or equivalent experience in customer success, training, or related field
Minimum 2-3 years of client-facing experience in training, coaching, or customer success roles
Knowledge of financial processes, reporting, and revenue management
Understanding of property management financial workflows and industry practices
Knowledge of accounts receivable, payable processes, and payment optimization
Understanding of collections processes and financial operations
Excellent training and presentation skills with ability to adapt to different learning styles
Comfort with AI tools for personalized training delivery, adoption analytics, and client success prediction
Ability to translate technical concepts into business value for diverse audiences
Strong relationship building abilities with focus on trust and credibility
Experience managing multiple client relationships simultaneously
Openness to AI-enhanced client communication and relationship management tools
Proficiency with training delivery platforms and customer success tools
Ability to create training materials, guides, and documentation
Understanding of client success methodologies and best practices
Preferred
Experience with SaaS platforms and post-implementation client adoption preferred
Background in property management, HOA, or similar industry software beneficial
Benefits
Medical, Dental, and Vision kick in day one.
Unlimited PTO (with a requirement for employees to take a minimum of one continuous week per year).
401K with Company Match.
Great parental leave benefits.
Ongoing industry and professional development trainings available to all employees.
Company
Vantaca
Vantaca is an AI-driven platform that automates community management tasks while fostering growth and stronger relationships.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$305MKey Investors
Cove Hill PartnersJMI Equity
2025-10-15Private Equity· $300M
2022-02-18Series Unknown· $5M
Leadership Team
Dave Sweyer
Founder
Recent News
2025-11-19
2025-11-12
Company data provided by crunchbase