Client Success Manager-Transitions

Description

Job Overview:

The Transition Client Success Manager is responsible for the client experience during the onboarding of new client’s financial activity. This role includes engagement with clients, property team, business development, and Transition teams, with a core focus on proactive financial discovery, reporting, issue resolution, training, and financial review in accordance with FirstService Residential Standards.

Responsibilities

The job duties listed are typical examples of the work performed by positions in this job classification. Not all duties assigned to every position are included, nor is it expected that all positions will be assigned every duty.

• Serves as a liaison between the Client, transition team, core leadership, and property teams to ensure all required accounting information is reviewed and prepared for a successful onboarding.
• Review and analyze incumbent Associations’ accounting records for accuracy, unique circumstances, and operational activities with client accounting impact.
• Develop and drive appropriate actions, where inconsistencies and/or errors are identified and take corrective steps to cure the issues. Be accountable for the action plans and deliverables following FirstService Residential guiding principles.
• Prepare ad-hoc reporting, financial analytics and ensure client accounting deliverables are completed in a timely and accurate manner. Proactively reviews balance sheet accounts for timely resolution of outstanding items.
• Perform first financial statement review with community Board of Directors and property teams, ensuring client expectations are met and training needs are completed. (virtually and in person as required).
• Support the financial transition into Client Accounting production (GSS) and transition into the business. Play an active role in process improvements and error resolution.
• Provide support to BDD team as needed, including attending, and presenting at sales and/or board meetings on financial complexities.
• Ensure training for BODs and property teams is completed on matters relating to financial statement reviews, invoice processing, budget submission, lockbox processes, cash management and resident account initiation, etc.
• Partners with Property leadership to ensure new property teams are aware / enrolled in accounting training.
• Maintain awareness of changes in rules, statutes or regulations and communicate changes to proper parties.
  
  

Skills & Qualifications

• Bachelor’s degree in accounting or finance, from an accredited college or university. Client relationship management experience required.
• Strong verbal and written communication skills.
• Demonstrates thoughtful leadership in creating efficiencies and process improvements.
• Detail oriented and strong organizational skills and multi-tasking skills.
• Must have strong proficiency in Windows and Microsoft Office, including but not limited to word processing, spreadsheet maintenance, navigating in databases, record keeping and researching the Internet.
• Ability to work with sensitive or confidential information.
• Ability to meet deadlines and work well under pressure.
• Ability to work in a team environment as well as independently and be self-driven
• Critical thinking, financial acumen, problem solving and decision-making abilities.
  
  

Travel

Work involves minimal travel.

What We Offer

As an associate, you will be eligible for full comprehensive benefits to include your choice of multiple medical plans, dental, vision. In addition, you will be eligible for time off benefits, paid holidays, and a 401k with company match.

Disclaimer

The above information in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time

Automated Employment Decision Tool (AEDT) Usage: We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics.

Job Qualifications and Characteristics Assessed: The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company.

Alternative Selection Process or Reasonable Accommodations: Candidates who require an alternative selection process or a “reasonable accommodation,” as defined under applicable disability laws, may make a request through our designated contact channel national_recruiting@fsresidential.com.

Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at national_recruiting@fsresidential.com; we will respond in accordance with Local Law 144, within 30 days.