Vantaca

Account Executive

• Intelligently research and identify new prospective customers and target opportunities for Vantaca.
• Prospect and connect with prospective customers (phone, email, social media, etc.) to establish initial contact and identify potential opportunities.
• Arrange follow-up discussions and handoffs with Vantaca’s Sales Team for further qualification.
• Work collaboratively with BD team members, marketing, and customer success to improve lead flow into the new business process.
• Leverage the CRM system and calendar to plan and execute weekly and monthly objectives and accurately record outreach activities.
• Operate effectively in a virtual sales environment, appearing professional online and over the phone.
• Continuously improve knowledge of the marketplace, prospective customers, and competitors and provide feedback to the BD team.
• Hunter-focused, outbound sales duties with travel expectations.

Project Manager

• Own client relationship from contract signing to full onboarding.
• Support client's superusers by facilitating weekly meetings and managing their onboarding tasks.
• Ensure clients are prepared for a successful Go-Live.
• Oversee entire project lifecycle for software implementation and coordinate internal teams (support, training, configuration specialists).
• Develop and manage detailed project plans, timelines, and milestones.
• Evaluate customer needs consultatively to align implementation with business goals.
• Proactively identify issues, escalate as necessary, and implement solutions.
• Monitor project progress, track deliverables, and ensure tasks are completed on time.
• Maintain accurate project documentation and provide regular updates and reports.
• Transition clients to Customer Success on time and provide weekly status updates.

Implementation Project Manager

Product Manager

• Oversee the full spectrum of Vantaca's integration capabilities, from API platform to third-party integrations and partner solutions.
• Build and manage an integration ecosystem that delivers value for all stakeholders and productize the API platform.
• Lead development and implementation of API strategies and integration products to meet market and customer requirements.
• Act as spokesperson for Vantaca's integration capabilities to customers, partners, and internally; maintain constant contact with customers and partners.
• Collaborate closely with engineering, design, marketing, and operations in a matrixed environment and lead cross-functional teams through integration launches.
• Drive success from a data perspective: API usage, partner adoption rates, integration reliability metrics, and customer satisfaction.
• Conduct market research on API and integrations domain and work directly with key clients and technology partners to gather feedback.
• Anticipate and remove obstacles preventing delivery on operational, product, and integration objectives.
• Define and analyze metrics informing the success of the integration platform and partner ecosystem.
• Contribute to the product team's growth and expertise in integration technologies.

Product Manager – Integrations

Business Analyst

• 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