Role Description
As an Accountant, you bring your accounting background to support customers across the full client lifecycle — from initial onboarding through ongoing operations on the Vantaca platform. You partner with clients’ accounting staff to guide them through policy and procedure adjustments, troubleshoot accounting issues, and ensure they realize the efficiency gains of Vantaca whether they’re in their first month or their fifth year.
Accountability Key Initiatives
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Train new and existing clients on Vantaca Accounting functionality and best practices
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Audit financial data to help clients resolve out-of-balance accounts and reconciliation issues
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Partner with new clients to successfully complete their first round of financials in Vantaca
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Provide ongoing accounting support, training, and issue resolution for established clients
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Serve as a trusted accounting resource throughout the customer lifecycle
Expectations for Success
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Meet client’s ongoing monthly deliverables by agreed upon due dates
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Timely response and resolution of existing client accounting requests within SLA
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Positive client feedback on training and support engagements
Responsibilities
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Respond to clients via phone or email within appropriate timeframes based on request type and priority
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Take ownership of escalated client situations and drive them to resolution
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Audit client financials and assist clients on resolving out-of-balance accounts
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Build and maintain strong working relationships with clients
Qualifications
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Bachelor’s degree or equivalent experience in accounting, finance, operations management, business analytics, or a related field
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Phenomenal communication skills and an innovative approach to problem-solving
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Highly organized with strong workload prioritization, especially when balancing onboarding and existing client demands
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Excellent interpersonal skills — professional, positive, and constructive in interactions with customers, clients, and coworkers
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Strong technology background with advanced Excel and data management skills
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Experience with HOA, property management, or similar industry accounting is a plus
Core Values
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Always Growing: Likes change and enjoys finding new ways to improve their knowledge and the platform. Always ready to learn quickly about emerging AI technologies and infrastructure patterns, helping themselves and the team grow.
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Win as a Team: Builds trust and works together by making sure everyone communicates well. Actively involved in daily platform work, working closely with engineering teams, listening to their infrastructure needs, and celebrating technical successes together.
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Accountability Starts with Me: Notices platform problems and takes personal action to solve them. Takes ownership of platform performance, reliability, and the success of internal customers building on the platform.
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Unwavering Commitment to Customer Experience: Regularly talks to internal customers (product teams, engineers), taking personal responsibility to understand what they need from the platform, address infrastructure concerns, and make their development experience better with improved platform capabilities.
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Innovate Boldly: We challenge the status quo and push technical boundaries to create meaningful change. We act with urgency and purpose, knowing that platform innovation drives our AI-native product success.
Benefits
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Medical, Dental, and Vision kick in day one
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Unlimited PTO (with a requirement for employees to take a minimum of one continuous week per year)
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401K with Company Match
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Remote Flexible - come to the office when needed
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Great parental leave benefits
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Active employee-led Culture Committee
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Ongoing industry and professional development trainings available to all employees
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Multiple leaders on the executive committee recognized as 40 under 40 recipients for contributions to business and community