Client Success Manager, Transitions

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:

• 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.
  
  
  

Travel:

Work involves travel between region offices, Client meetings and market meetings, as needed.

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