Team Leader II

SUMMARY

The Financial Account Manager II (FAM) is critical to the financial health and success of our team and our clients. The FAM II position is a mid-level client-facing role whichrequires strong functional and system knowledge of RealPage invoice processing tools. This role requires expertise and enjoyment in working with clients at all levels from property managers and accounting team members to corporate level contacts to ensure our clients holistic financial health. The FAM also works closely with internal teamsto develop strategies based on clients needs to ensure our clients long-term success.

PRIMARY RESPONSIBILITIES

• Serve as the primary liaison for mid-level / strategic clients with 500 - 700 sites with mix AP Extract and Bill Pay clients. This role handles complex client inquiries and more difficult questions related to the RealPage Utility Management Utility Expense Management solution.
• Act as client advocate for mid/strategic level clients to internal teams and ensure appropriate responsiveness to client questions and concerns by clearly articulating financial needs gaps and action items to clients to ensure timely response and resolution to client needs and inquiries.
• Use quarterly/monthly client scorecards to monitor client Utility Expense Management health and proactively identify and recommend improvement opportunities to ensure long-term success of invoice processing performance
• Conduct client and property analysis and track to completion to reduce number of validations and disconnections
• Complete new client transition process to reduce time required to successfully redirect accounts and number of ongoing redirections
• Perform primary job responsibilities only needing management assistance with high level escalations
• Mentor junior FAMs providing escalation and enablement subject matter expertise as needed

REQUIRED KNOWLEDGE/SKILLS/ABILITIES

• Two to three years of experience in general accounting including AP/AR accruals check processing account reconciliation budgeting/forecasting credit card and ACH
• Management and reconciliation funding management and financial transactions analysis.
• Client interaction experience required
• Solution based attitude drive for client resolution and satisfaction
• Ability to manage multiple projects and clients at the same time multi-tasking with highest level of urgency and response strong organizational skills
• Demonstrated experience taking initiative and managing time effectively to ensure timely response and resolution to client needs and inquiries
• Strong analytical and problem-solving skills to creative solutions to unique customer problems
• Demonstrated track record of strong relationship building skills that enable long-term growth and opportunity
• Excellent verbal and written communication skills
• Ability to understand and communicate customer needs and expectations
• Moderately proficient with Microsoft skills - MS Office Excel Word Outlook
• Experience handling multiple projects simultaneously and collaborating with peers under competing deadlines

PREFERRED KNOWLEDGE/SKILLS/ABILITIES

• Property management or multifamily housing industry experience
• Bachelors Degree. Business Finance or Accounting preferred or equivalent experience