Full-Time Technical Account Specialist

The Technical Account Specialist plays a pivotal role in supporting our clients' success by providing comprehensive onboarding assistance, CSV support, and dashboard audits. This role requires close collaboration with property managers, regular meetings, and credit bureau credentialing to ensure smooth operations and customer satisfaction.

Key Responsibilities:

1. Coordinate and oversee the client onboarding process, ensuring all necessary steps are completed efficiently and effectively in collaboration with partners.
2. Provide CSV file support, including uploads, troubleshooting, and issue resolution.
3. Collaborate with property managers during meetings to address their specific needs and provide guidance on our services.
4. Conduct detailed audits of client dashboards to ensure data accuracy and resolve discrepancies.
5. Handle credit bureau credentialing, managing the process from initiation to completion.
6. Align with customer experience responsibilities as outlined, ensuring consistent support and communication with stakeholders.
7. Perform regular data cleanups to maintain system integrity and facilitate optimal client outcomes.
8. Act as a trusted advisor to clients, delivering top-tier support and maintaining long-term relationships.
9. Partner with team members to support revenue targets.

Qualifications:

• Strong technical aptitude with experience in data management and troubleshooting.
• Proven ability to handle onboarding processes and provide excellent client support.
• Exceptional communication and interpersonal skills to engage with property managers and team members effectively.
• High attention to detail, particularly with data audits and CSV file handling.
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Previous experience in a similar customer success or technical support role is preferred.
• Proficiency in using CRM systems and other relevant software tools.

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