Customer Service Representative / CSR (PTX6326)

Imagine working for a dynamic, technology-driven HOA management company that is rapidly expanding, offering abundant opportunities for career advancement, and fostering a company culture that genuinely supports its team members.

RealManage has earned the prestigious Certified recognition from Great Place to Work, a global authority on workplace culture, employee experience, and leadership excellence. This accolade is a testament to the positive feedback from our employees about their RealManage experience.

At RealManage, we deeply value your professionalism and dedication. We are dedicated to ensuring your long-term career success and consider you not just an employee, but a valued member of our family.

Join us at RealManage and be part of a thriving environment where growth, innovation, and supportive teamwork define our everyday operations.

Company Overview:

RealManage is a prominent national firm recognized on the Inc. 5000 list, operating across 16 states + Washington DC and serving a diverse array of clients including homeowners' associations (HOAs), condominium associations, cooperatives, luxury high-rises, municipal utility districts, and master-planned communities. Our client base also includes nationally renowned developer and builder clients.

Ranked among the top firms in the community management industry (#3 out of 5,000+), RealManage distinguishes itself by delivering exceptional solutions at competitive prices. We leverage cutting-edge cloud-based technologies and mobile apps, supported by industry-leading practices and a highly skilled workforce.

Our mission at RealManage is to offer comprehensive and innovative solutions that consistently surpass customer expectations. We prioritize transparency and visibility in all client interactions, continuously measuring our performance to achieve rapid improvement. We foster a workplace culture that promotes professionalism, encourages growth, and embraces diversity. By maintaining financial strength and focusing on continual innovation, we aim to lead the industry with pioneering advancements.

Join RealManage and contribute to a company dedicated to excellence, innovation, and delivering unparalleled service in community management.

RealManage is a values-based company with the following values as our guiding principles:

• Integrity: we always do the right thing.
• Respect: for our customers, employees and company; mutual respect is the cornerstone for every RealManage relationship.
• Selflessness: more than teamwork; we are part of something special and much larger than any of us.
• Personal Relationships: we are a professional services company; people do business with people they like.
• Always Improving: never satisfied, always learning and always growing; one is either getting worse or getting better...never staying the same. At RealManage, we are always getting better.

Position Summary

Provides support to resolve clients' questions by no later than the end of the next business day. The preference would be same day resolution whenever possible. If a team member does not have immediate knowledge for specific problem resolution, the goal of the customer service team member would be to reach out to the appropriate department head (manager) who can provide answer. The customer service team member would then submit specific inquiries where assistance was needed to the Client Services Coordinator for the 'weekly wrap up' training. The overall goal for the client services representative would be to have firsthand knowledge for future resolution(s) of 90-95% of all company inquiries. Our expectation would be that all inquirers receive exceptional customer service through professional, thorough, polite and accurate responses, prompt response times and best in class knowledge.

Position Responsibilities - Phones

• Provide telephone and email support to all of VCM's incoming calls and requests

• Verify or collect email address and phone number - add to HOA database

• Take notes while on telephone to provide specific call details in HOA database on homeowner account.

• Utilize Additional Info in HOA software (Vantaca) to resolve inquiry through to completion

• If Additional Info in HOA software (Vantaca) is missing, escalate to Client Services Coordinator who will send RVP, COO and Owner(s) an email titled 'Additional Info Missing for client resolution - Immediate Response Required'

• Each RTM then would submit item that required 'knowledge escalation' to Client Services Coordinator at the end of every business day for 'weekly wrap up' training.

• Screen caller and resolve inquiry by:

• Identifying neighborhood

• Specific owner/address

• Identifying department specific concern

• Identifying whether the call is an escalation

• A caller may be escalated to another department only if issue is related to:

• Angry Board Member

• Angry caller that expressly requests to speak to a department manager

• Caller is in legal status - delinquency, violation or another lawsuit type

• Caller is threatening legal action

• Caller is using violent language or is threatening violence

• Caller has an emergency - drowning in pool, vehicle damage to neighborhood, water/irrigation leak

• Caller must be routed to emergency services (hospital, fire, police, code compliance animal control, welfare health/life check

• If in an escalation, department manager is unavailable - take and relay messages in a timely fashion and audit through inquiry completion

• Endeavor to leave every caller as a happy homeowner. Ideally, a happy homeowner phone call with an educated CST member would last 10-15 minutes.

Position Responsibilities - Floater

• Provide coverage and support for various departments (e.g., administrative, accounting, operations, customer service) as assigned.
• Perform data entry, filing, and recordkeeping to maintain organized and up-to-date documentation.
• Assist with email correspondence, phone calls, and general inquiries.
• Support team members with special projects or daily operational needs.
• Learn and follow department-specific procedures to ensure consistency and accuracy.
• Maintain confidentiality and handle sensitive information with discretion.
• Communicate effectively with managers and staff to prioritize and complete assigned duties.
• Identify opportunities to improve efficiency and recommend process enhancements.
• Participate in special projects or company initiatives.
• Collaborate with managers and staff to identify coverage priorities.
• Plus other work-related tasks as needed
• Outstanding, courteous, best in class customer service skills
• Be the voice of VCM, mission statement values
• Strong communications skills
• Typing not less than 40 wpm
• Ability to focus on the needs of the customer, and not the customer's behavior
• Flexibility

Physical Requirements:

• Must be able to remain in a stationary position 50% of the time.
• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, computer, and printer.
• Constantly positions self to maintain files in file cabinets
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• The ability to observe details at close range (within a few feet of the observer).
• Frequently moves boxes weighing up to 20lbs across office for various needs
• Works in outdoor weather conditions while onsite at various communities.
• Occasionally ascends/descends a ladder or stairs.

Pay and Benefits:

$17.00/hour to $19.00/hour, depending on education and experience.

Benefits include:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Life and Disability Insurance
• HSA (Required High-Deductible Medical Plan to be eligible)
• FSA
• Education Reimbursement
• 401K matching
• Employee Assistance Program (EAP)
• 11 paid Holidays