San Antonio, TX, USA
1 day ago
Director of Client Success

With more than 225 branch offices across North America, Associa is building the future of community for nearly five million residents worldwide. Our 11,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 43 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit www.associaonline.com.



\n \n Job Description\nProvide additional support on accounts rated as “at risk”.\n\nWork with CAM and Director to identify ways to fix ongoing issues\n\n\nWork with Director and CAM on creation and follow through of active SRPs using Teams check list and Spreadsheet\nAttend weekly Client Retention calls.\nAttend Leadership Meetings as needed or as requested.\nBoard Calls 25 per month\n\nCheck in with boards with Contracts coming up on renewal 6 months prior\n\n\nProvide additional meeting coverage when needed if other leaders are not available.\nProvide weekly and monthly reporting to BP & VP on Status of SRPs. 15 SRPs\n\nWhat is being done to improve the relationship\nHow is the CAM doing\n\n\nAttending Association meetings when needed for at risk clients.\n\n

BOARD MEMBER EDUCATION NEW AND EXISTING & NEW INCOMING ACCOUNTS (Secondary)

\n\nMake contact with all New board members weekly\n\nSend onboarding/Educational information to all\nOrientation 3-4 per month (one association at a time)\nFollow up to answer any questions\n\n\nWork with BD on Webinars for Potential and existing clients\nLead education on retention quarterly\nInitial POC with new clients Prior to contract start date.\nSet up meet and greet meeting with Board and new CAM, virtual or in person as close as possible to start date.\nReview incoming documents in F:Drive\n\nEnsure folder is set up with template and documents are in the correct folder\n\n\nCommunication with BD, Directors and other leaders as needed as it relates to transition in touch base with new clients.\nJoin transition in calls\nAttend 1st new client Board meeting if needed. *\n\n

Immediate Deliverables

\n\nCreate Annual Calendar\nLocate and properly tag/organize keys, fobs, parking tags, etc. (Lean on AOC Gates)\nSetup TownSq with Governing Documents and Team Informational page\nEnsure CAM sets up C3 facts no later than account start date.\nEnsure CAM sets up Community Archives no later than account start date\nSet up 30 day check in with Director/VP\n\n

\n Requirements

Education and Experience
 Bachelor’s Degree Required

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 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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We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

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