QA Specialist, Operational Excellence
Deel
CloudSQL
Job Level
Mid-LevelSenior
Tech Stack
CloudJavaScriptSQL
About the role
- Partner with homeowner association management companies through transition to our revenue management module within our comprehensive Community Management Platform (CMP)
- Serve as a strategic advisor, analyzing clients' HOA billing processes, operational workflows, and community management practices to ensure seamless adoption of our platform
- Lead client discovery sessions for HOA billing and revenue management processes
- Map current state vs. future state workflows for revenue management adoption
- Develop transition roadmaps for property management company onboarding
- Optimize client business processes for CMP integration
- Ensure successful adoption and utilization of revenue management features
- Conduct comprehensive assessments of client HOA billing processes, including assessment collection and special assessments
- Define and document transition requirements for migrating clients from legacy systems to CMP revenue manager
- Assess current tools and applications for potential integration opportunities
- Create detailed implementation plans that minimize disruption to monthly billing cycles
- Partner with implementation teams to ensure smooth data migration and system configuration
- Design and deliver training materials for property managers, accounting teams, and board members
- Monitor post-implementation metrics and provide optimization recommendations
- Collaborate with clients to redesign workflows leveraging CMP automation capabilities
- Create standard operating procedures for common HOA scenarios
- Identify opportunities to streamline operations through platform features
- Develop business requirements documentation for product enhancements based on client feedback
- Act as subject matter expert for HOA billing, compliance, and revenue management
- Lead workshops with property managers to improve processes
- Maintain expertise in state-specific HOA regulations and industry best practices
- Support sales team with technical expertise during complex client evaluations
- Document client success stories and ROI achievements
- Design and deliver training materials for property managers, accounting teams, and board members
Requirements
- Bachelor's degree in Business Administration, Finance, Information Systems, or related field
- 5+ years of experience in business analysis, preferably in SaaS, property management technology, or HOA management
- Proven experience with billing systems, revenue management, and financial operations
- Strong understanding of HOA governance structures, board operations, and compliance requirements
- Experience leading client-facing projects and managing diverse stakeholder groups
- Demonstrated ability to translate complex business processes into technical requirements
- Excellent analytical and problem-solving skills
- Strong presentation and facilitation skills
- Proficiency with process mapping tools (Visio, Lucidchart, or similar)
- Knowledge of HOA-specific workflows: assessments, violations, architectural reviews, maintenance requests
- Preferred CMCA (Certified Manager of Community Associations) certification
- Experience with competitive platforms (AppFolio, Yardi, BuildingLink, TOPS, Caliber)
- SQL knowledge for data analysis
- API understanding for integration discussions
- Previous experience at a property management company or HOA
- Knowledge of reserve studies and HOA budget preparation
- Familiarity with state-specific HOA regulations (particularly CA, FL, TX)
