Associate Director, Solutions Consultant

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August 6

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Built

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Finance • Real Estate • SaaS

Built is a company that specializes in providing a cloud platform for construction financing and project management. Their services include construction loan administration, asset and portfolio management, project financials, and payment management. Built streamlines construction loan management with tools for draw and budget management, draw inspections, and risk mitigation. The platform integrates with QuickBooks® Online to help manage budgets, invoices, compliance tracking, and payments, facilitating efficiency and accuracy across construction projects. With a focus on centralization and improved workflows, Built serves lenders, contractors, and real estate professionals, aiming to enhance construction finance management.

201 - 500 employees

💸 Finance

🏠 Real Estate

☁️ SaaS

📋 Description

• Lead and Manage the Onboarding Team: Oversee a team of CRE and CLA Solutions Consultants, guiding them to deliver exceptional onboarding experiences. Ensure the team understands and executes the onboarding strategy • Client Interface and Relationship Management: Act as a senior point of contact for key clients during the onboarding phase. Build strong relationships with clients, understand their needs, and ensure those needs are met through tailored onboarding solutions • Onboarding Process Design: Develop and continuously improve upon the onboarding process to align with client needs and accelerate time to value • Team Development and Training: Mentor and train team members on best practices, new product features, and effective client communication strategies. Foster a collaborative environment that encourages continuous learning and improvement. • Metrics-Driven Success: Define, track, and execute against performance metrics, including: Time to Value, ARR onboarded, CSAT, team utilization, and more • Cross-Functional Leadership: Collaborate with product, sales, and customer success teams to ensure the onboarding process is integrated with the broader client journey. Advocate for necessary platform enhancements to meet client needs.

🎯 Requirements

• 7+ years of experience in the Commercial Real Estate (CRE) Finance Industry • 3+ years of experience in FinTech or SaaS project management • Proven experience leading and managing a team, particularly in client onboarding or similar customer-facing roles. • Strong interpersonal and relationship-building skills with a focus on client satisfaction. • Ability to drive process improvements and adapt to changing client needs. • Excellent communication and leadership skills, with the ability to mentor and guide team members. • Strong problem-solving abilities with a proactive approach to overcoming obstacles.

🏖️ Benefits

• The rare opportunity to radically disrupt an industry • Competitive benefits including: uncapped vacation, health, dental & vision insurance, and 401k • Robust compensation package including base salary and equity • Flexible working hours, paid family leave, ERGs & Mentorship opportunities • Learning grant program to support ongoing professional development