Account Manager

The Account Manager position requires a high level of attention to detail. Requires flexibility, adaptability, coordination, and superb communication skills. Most often, the Account Manager will be required to liaise and coordinate efforts between the Transition Team and the Board of Directors. Additionally, the teammate will provide support and training to on-site staff, and occasionally visiting sites to fill vacant managerial/administrative positions. The account manager works closely with the Transition Manager.

ESSENTIAL RESPONSIBILITIES: (May include some or all of the following as applicable)

• Assesses property conditions and tailors action list items based off inspection results and recommendations from the Board.
• Communicates and facilitates the successful exchange of information to/from attorneys, management companies, insurance agents, and Board members to ensure a smooth transition.
• Implements Castle Group’s culture, standards, and core values to new and existing sites.
• As needed, may complete weekly reports to communicate the transition status of a new account.
• Trains the onsite team on Castle Procedures and Systems, including but not limited to, safety and Royal Services procedures.

• Conducts and facilitates meetings and presentations for Board members and staff.
• Participate in weekly communications of new accounts from the Transition Team.
• Audits all contractual (Operation) promises made to clients.
• Acts as interim Property Manager and participates in the talent acquisition cycle when needed.
• Conducts the Roadmap Presentation to a Board of Directors

• Obtains Signatures on all documents pertaining to start-up of accounts. Ability to explain what each document pertains to.
• Picks up records from prior management
• Conducts a turnover meeting with the manager of a new association
• Collects all necessary information during the turnover to be able to effectively run the office
• Takes pictures of the site and office during the turnover and after organizing their files

• Reviews all on-site forms (ARC, Sales & Leasing, etc.) and advises the Transition Team when they have made the necessary changes
• Assists the Transition Team with filling out the Frequently Asked Questions (FAQs) for a new association
• Conducts the inventory of records with the support of the Transition Team
• Conducts the Post-Transition summary for the Board President

Education/Training/Certifications/Licenses:

• High School Diploma required
• Active CAM License required
• Bachelor’s in Business Administration preferred

Knowledge & Skills:

• Team player and ability to adapt to a constant changing environment.
• Excellent communication skills are a must.
• Conducting presentations/meetings in front of board members and/or property managers will be required occasionally.
• Superb critical thinking and solution driven mentality with the ability to perform in high pressure situations.
• Working knowledge of OSHA Standards and property maintenance procedures.
• Ability to work under tight deadlines and use time effectively based on key priorities.
• Organizational skills are required.

Computer literacy:

• High command of computer hardware/software is required. Specifically, intermediate to advance knowledge of Microsoft Windows, Word, Excel, Power Point and Outlook.

Travel and availability requirements:

• Able to travel long distances on a regular basis to different locations in their region and act as an additional resource in other regions.
• Ability to work extended hours and weekends based on project requirement.
• Ability to respond to emergencies in a timely manner, 24-7.
• Some over-night travel may be necessary.

Physical Requirements:

• Ability to lift up to 30 lbs.
• Work in an upright standing or sitting position for long periods of time, will fluctuate day by day
• Extensive use of fingers for typing and visual use of the computer monitor
• Communicate, receive and exchange ideas and information by means of the spoken and written word;
• Ability to quickly and easily navigate the property/building as required to meet the job functions
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Working Conditions:

The majority of work will be completed indoors in a temperature controlled environment with little to moderate noise levels. May require outdoor site visits on an occasional basis.

DISCLAIMER: This is not an all-inclusive job description. In addition, management has the right to change any portion of this job description at any time and for any reason.