Client Success Advisor

🕒 July 15

🌵 Arizona, California, +4 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote 🐊 Florida – Remote 🎰 Nevada – Remote 🦀 Maryland – Remote ⚔️ Virginia – Remote

💵 $114.9k - $141.9k / year

⏰ Full Time

🟢 Junior

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 24%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Western Alliance Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🏦 Banking

💸 Finance

🤝 B2B

Banking • Finance • B2B

Western Alliance Bank is one of the country’s top-performing banking companies, operating under Western Alliance Bancorporation (NYSE: WAL). The bank specializes in business banking, specialty business financing, small business banking, business escrow services, treasury management services, business loans and credit, and international banking. With a focus on delivering tailored commercial banking solutions and consumer products, the bank is committed to providing outstanding service through experienced banking and mortgage experts across the nation.

📋 Description

• Support the sales team and clients by driving usage and adoption of HOA products and systems • Conduct business environment analysis of Community Management Companies, including staffing, account reconciliation, accounts receivable processes, and client support modes • Review HOA reports, consult with HOA Bankers and Sales officers, and assess pre-engagement surveys • Conduct usage assessments and gap analyses covering software integration, AR payment processing, online banking, ACH, positive pay, and ACH filtering • Create and execute personalized improvement plans, update system configurations, configure accounting software, train CMC staff, and provide training/reference materials • Follow up and monitor client adoption • Conduct post-process surveys and report engagement outcomes • Collaborate with HOA product managers to develop strategies and beta products/processes • Test digital accounts receivable strategies and survey clients • Develop user guides and train sales officers • Support later-stage sales prospecting for key Community Management Companies and quantify potential savings from bank changes • Provide bank transition support, including configuring accounting systems, adding bank accounts, updating automated utility payments, assisting with signature cards, and distributing bank-change communications

🎯 Requirements

• Bachelor’s degree (BA) or equivalent from a college or university and 1 or more years related experience, or 4 or more years related experience • Work-related experience in the financial industry • May have completed a credit training program or have experience working in a branch or TM support capacity • Intermediate to advanced knowledge of general banking, including bank products, services, regulations, policies and procedures • Knowledge of treasury management, credit facilities, or a combination • Intermediate to advanced knowledge of deposit and payment products • Knowledge of online technology platforms, sales concepts, and banking regulations • Strong oral, written, and interpersonal communication skills

🏖️ Benefits

• Annual bonus/incentives eligibility • Restricted stock • Competitive salaries • Ownership stake in the company • Medical and dental insurance • Time off • 401k matching program • Tuition assistance program • Employee volunteer program • Wellness program • Business knowledge and career development opportunities