Description
Vantaca just achieved unicorn status with a $1.25B valuation, so it's safe to say we're past the "scrappy startup phase." We're not just building a successful company – we're building the category-defining platform that will transform how an entire industry operates. Here's the reality of our trajectory:

• Growing 100% year-over-year
• Our AI product (HOAi) went from $0 to millions in months
• Backed by Cove Hill Partners and JMI Private Equity
• 6M+ doors on our platform, displacing legacy systems

We are a winning team that believes in working together to make big ideas happen. We are a collaborative and visionary group that holds ourselves accountable for our results. Our ability to be nurturing and agile allows us to adapt to change and support each other through any challenges that come our way. We are customer-centric, meaning that we put our customers' needs and preferences at the heart of our work. We are authentic game changers that are building something cool and people like it here.
OverviewAs Client Enablement Specialist, you engage directly with clients post go-live to ensure confidence, clarity, and momentum in using the Vantaca platform throughout their structured 5-month adoption timeline and ongoing seasonal training during their first year. You provide specialized live training, workflow coaching, and feature adoption support within your functional area of expertise (Admin, Financials, Action Items, or AP/AR). Your focus is on guiding clients through progressive adoption milestones from initial go-live hypercare through advanced feature implementation, database auditing, and seasonal training programs that maximize long-term platform value and create referrable client advocates.

Accountability Key Initiatives

• Specialized Client Adoption Excellence
• 1:1 Client Coaching & Training
• Client Success & Referability

Expectations for Success

• 5-Month Adoption Completion Rate
• Financial Completion Rate
• Monthly Milestone Adherence
• Database Audit Success Rate

Responsibilities
5-Month Structured Adoption Program

• 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

Seasonal Training & Year-Round Support

• 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

Client Relationship Management

• 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

Advanced Project & System Management

• 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

Documentation & Process Management

• 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

Cross-Functional Collaboration

• 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

Continuous Learning & Improvement

• 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

Client Success Measurement & Reporting

• 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

Requirements

• 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
• Experience with SaaS platforms and post-implementation client adoption preferred
• Background in property management, HOA, or similar industry software beneficial
• 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

Core Values

• Always Growing: Likes change and enjoys finding new ways to improve their knowledge and the product. Always ready to learn quickly, helping themselves and the team grow.
• Win as a Team: Builds trust and works together by making sure everyone communicates well. Actively involved in daily work, working closely with the team, listening to their ideas, and celebrating successes together.
• Accountability Starts with Me: Notices problems and takes personal action to solve them.
• Unwavering Commitment to Customer Experience: Regularly talks to customers, taking personal responsibility to understand what they need, address concerns, and make their experience better with improved Vantaca processes.
• Innovate Boldly: We challenge the status quo and push boundaries to create meaningful change. We act with urgency and purpose, knowing that innovation drives our success.

Why You Should Join Our Team

• Our eNPS is +68! (Google it, that is great).
• 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.
• Remote Flexible - come to the office when needed.
• Great parental leave benefits.
• Named on Inc 5000 list of America’s Fastest Growing Private Companies.
• Named on Inc 5000 Vet 100 Private Companies list multiple years in a row.
• Winner of Coastal Entrepreneur Award, Technology Category.
• Active employee-led Culture Committee.
• Ongoing industry and professional development trainings available to all employees.
• Multiple leaders on the executive committee recognized as 40 under 40 recipients for contributions to business and community.
• We’re playing offense to win! Our product market fit and our world-class employees make us the leader in our space. We’re building something cool and people like it here.

We receive many resumes for our open positions and each one is reviewed by a human being on our recruiting team. We will compare your background with the qualifications and requirements for the position.If you are selected for an interview you will receive an e-mail from someone on our recruiting team with an @vantaca.com email address. It may take some time for us to review all of the applications so give us some time to respond. We appreciate your interest in this role.