HOATalent

• Develop and maintain relationships with HOA clients and prospects. • Conduct sales presentations and demonstrations of our services. • Understand client needs and tailor solutions accordingly. • Manage the entire sales process from prospecting to closing deals. • Negotiate contract terms and pricing within established guidelines. • Collaborate with internal teams to ensure smooth onboarding and client success. • Maintain accurate and up-to-date client information in the CRM system. • Meet or exceed sales targets and contribute to revenue growth. • Stay informed about industry trends and competitor activities to identify opportunities.

• Lead and manage a team of BDRs to achieve and exceed quarterly performance goals • Drive accountability, consistency, and execution across all outbound sales activities • Establish a culture focused on professionalism, urgency, responsiveness, and continuous improvement • Identify and develop top performers while proactively managing underperformance • Conduct regular performance reviews, coaching sessions, and improvement plans • Ensure the team consistently meets outbound activity expectations across calls, emails, follow-ups, and prospecting coverage • Monitor daily outbound activity, engagement rates, talk time, and pipeline generation metrics • Improve conversion performance from: - Conversations → Meetings Scheduled - Meetings Scheduled → Meetings Completed - Meetings Completed → Proposal Opportunities • Continuously refine messaging, objection handling, scripts, and outreach strategies based on performance data • Conduct weekly 1:1 coaching sessions with every BDR • Review recorded calls and provide structured coaching around qualification, objection handling, and conversion effectiveness • Participate in live call blocks and real-time coaching sessions • Support ongoing enablement around: - Industry knowledge - Product positioning - Sales messaging - AI tools and workflow optimization • Ensure accurate and timely CRM usage across the team • Maintain high standards for: - Activity logging - Notes and follow-up tracking - Deal hygiene - Lead routing and SLA adherence • Monitor dashboards and reporting to identify risks, trends, and opportunities early • Maintain alignment with Account Executives and leadership on meeting quality and pipeline standards • Quota Metrics • 180 Team Intro Meetings Completed • 120 Proposals Sent • 70% of BDRs Achieving Individual Goal

• Serve as a strategic partner with Property and Project Managers regarding financial planning, reporting, operating, and financial planning issues. • Deliver customer-centric service to all internal and external clients. • Manage accounting and financial reporting functions for all assets within the Property Accountant’s assigned portfolio. • Serve as the relationship manager with accounting and audit firms. • Achieve mastery of the company’s financial reporting software. • Perform timely closing of accounting records in the computer system. • File monthly accounting reports for all properties. • Maintain accounting files, including paid bills, accounting reports, and bank reconciliation files. • Conduct general audits and cleanup of accounting records as needed. • Issue monthly and year-end financial reporting packages for all portfolio properties and clients. • Participate in annual operating and capital budget preparation for portfolio properties. • Ensure financial covenant loan compliance at the property level. • Maintain an organized and current task list. • Demonstrate responsiveness and a strong sense of urgency. • Actively contribute to team performance and continuously seek best practices for the accounting team.

Role Description The Property Accountant is responsible for the financial reporting needs of a portfolio of properties and projects, ensuring that all accounting, financial reporting, budgeting/risk management, team interaction, and customer service functions are performed in an accurate, reviewed, and timely manner. The role demands daily efficiency and effectiveness with a consistent focus on the future performance of the team. As a critical member of the team, the Property Accountant shares responsibility for the team’s productivity, accuracy, efficiency, strategic problem solving, and customer service. Performance is measured against the company’s directive to “Only promise what you can deliver, and always deliver what you promise.” This position description is a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties, and is subject to change. - Serve as a strategic partner with Property and Project Managers regarding financial planning, reporting, operating, and financial planning issues. - Deliver customer-centric service to all internal and external clients. - Manage accounting and financial reporting functions for all assets within the Property Accountant’s assigned portfolio. - Serve as the relationship manager with accounting and audit firms. - Achieve mastery of the company’s financial reporting software. - Perform timely closing of accounting records in the computer system. - File monthly accounting reports for all properties. - Maintain accounting files, including paid bills, accounting reports, and bank reconciliation files. - Conduct general audits and cleanup of accounting records as needed. - Issue monthly and year-end financial reporting packages for all portfolio properties and clients. - Participate in annual operating and capital budget preparation for portfolio properties. - Ensure financial covenant loan compliance at the property level. - Maintain an organized and current task list. - Demonstrate responsiveness and a strong sense of urgency. - Actively contribute to team performance and continuously seek best practices for the accounting team. Qualifications - Minimum of two years of related experience required, preferably in a real estate development or property management environment. - 3+ years of accounting experience required, preferably in a leadership role. - College degree preferred. - Strong core accounting skills and knowledge base. - Accounting software experience required; property management software such as AppFolio is a plus but not required. - Excellent computer literacy and proficiency with the Microsoft Office suite (Outlook, Word, and Excel) and PDF software. - Exceptional organization, prioritization, and time management skills. - Highly effective and professional communication, both verbal and written. - Strict adherence to company handbook policies. - Strong collaboration skills when working within a team. - Ability to self-manage time and projects in order to meet deadlines, often while working independently. - High-level customer service experience and a genuine passion for delivering it. - Ability to complete tasks quickly and, most importantly, accurately. - Highly attentive to detail. - Responsive, with a strong work ethic and desire to learn. - Coachability: able to receive constructive feedback and apply it effectively. - Leadership: skilled at solving problems and planning proactively. - Communication: superior ability to interact and communicate effectively, efficiently, and professionally. - Accountability: able to both offer and receive constructive feedback, and consistently meet deadlines and commitments. - Ambassadorship: serves as a representative and advocate for the team and its values. - Ownership: committed to the company’s mission, values, strategies, projects, and results. - Problem Solving: ability to analyze issues, develop resolution strategies, and gather the resources necessary to execute solutions. Benefits - Healthcare, Dental, Vision Insurance - 20 days PTO - 401K Match - Life insurance - Short-term disability

• Act as the primary point of contact for HOA board members and homeowners. • Interpret and enforce community rules, regulations, and bylaws in a fair and consistent manner. • Assist in the development and revision of community policies and guidelines. • Schedule and conduct regular board meetings and maintain accurate records of minutes and decisions. • Create and manage the annual budget, including revenue collection, expense tracking, and financial reporting. • Oversee financial statements and reports, ensuring transparency and accuracy. • Monitor delinquencies and work with homeowners to resolve outstanding dues. • Evaluate vendor contracts and negotiate favorable terms for services. • Solicit bids and manage contracts for maintenance, landscaping, and other services. • Supervise and coordinate contractors to ensure the quality and timeliness of work. • Perform regular property inspections to identify maintenance and repair needs. • Maintain open and effective communication with homeowners, board members, and committees. • Organize and facilitate community events, meetings, and workshops. • Use digital platforms and tools to enhance communication and engagement within the community. • Stay up-to-date with HOA laws and regulations at the local, state, and federal levels. • Ensure that the HOA complies with all legal requirements and obligations. • Mediate disputes and conflicts among homeowners or between homeowners and the board. • Work to find amicable solutions to resolve issues within the community. • Develop and implement emergency response plans for the community. • Coordinate with relevant authorities and services during emergencies. • Maintain organized and secure records of HOA documents, contracts, and correspondence. • Provide access to records for authorized individuals when needed.

Role Description As a Remote HOA Community Manager, you will be responsible for overseeing and managing the day-to-day operations of homeowners' associations (HOAs) from a remote location. Your role will involve working closely with board members, homeowners, vendors, and other stakeholders to ensure the smooth functioning and improvement of the community. What You’ll Do - Community Governance: - Act as the primary point of contact for HOA board members and homeowners. - Interpret and enforce community rules, regulations, and bylaws in a fair and consistent manner. - Assist in the development and revision of community policies and guidelines. - Schedule and conduct regular board meetings and maintain accurate records of minutes and decisions. - Financial Management: - Create and manage the annual budget, including revenue collection, expense tracking, and financial reporting. - Oversee financial statements and reports, ensuring transparency and accuracy. - Monitor delinquencies and work with homeowners to resolve outstanding dues. - Evaluate vendor contracts and negotiate favorable terms for services. - Vendor and Contractor Relations: - Solicit bids and manage contracts for maintenance, landscaping, and other services. - Supervise and coordinate contractors to ensure the quality and timeliness of work. - Perform regular property inspections to identify maintenance and repair needs. - Communication and Community Engagement: - Maintain open and effective communication with homeowners, board members, and committees. - Organize and facilitate community events, meetings, and workshops. - Use digital platforms and tools to enhance communication and engagement within the community. - Legal Compliance: - Stay up-to-date with HOA laws and regulations at the local, state, and federal levels. - Ensure that the HOA complies with all legal requirements and obligations. - Conflict Resolution: - Mediate disputes and conflicts among homeowners or between homeowners and the board. - Work to find amicable solutions to resolve issues within the community. - Emergency Response: - Develop and implement emergency response plans for the community. - Coordinate with relevant authorities and services during emergencies. - Documentation and Records Management: - Maintain organized and secure records of HOA documents, contracts, and correspondence. - Provide access to records for authorized individuals when needed. Qualifications - Experience in condo association or HOA management - Excellent written and verbal communication skills - Ability to obtain CAM license in the state of Illinois (support will be provided) - Computer and tech skills: E-mail, Google Workspace (cloud), Word, Excel, etc. - Enthusiasm for learning and growing your skills Benefits - Health / Dental / Vision Insurance - 401(k) - Health savings account - Life insurance - PTO

• Own the top‑of‑funnel for TCC’s M&A pipeline across both Member Company and tuck‑in prospecting, including cold outreach via phone, email, and LinkedIn. • Build pipeline across CAM, rental, and adjacent verticals as we expand into new sectors. • Hit daily and monthly KPIs, including a minimum of 75 cold calls per day and 10 intro calls per month that result in a clean handoff to the middle of the funnel. • Enrich at least 100 new business owner contacts per month and maintain accurate, up‑to‑date records in HubSpot. • Manage data sourcing tools and outsourced enrichment resources to keep the funnel full. • Conduct identification calls with business owners to qualify fit and hand warm leads to the Account Executive. • Partner with the Account Executive and Business Development Director on outreach strategy, messaging, and conference follow‑up. • Continuously test and improve outreach scripts, sequences, and channels to lift response rates.

Role Description The Business Development Representative (BDR) owns the top of TCC’s M&A funnel for both Member Company and tuck‑in prospecting. This role is responsible for finding, contacting, and qualifying owners of CAM, rental, and other related businesses — the first conversation that ultimately leads to an acquisition. This is a high‑volume, high‑energy role for a self‑starter who is comfortable on the phone, organized in a CRM, and motivated by hitting monthly KPIs. You will be the face of TCC to hundreds of business owners each month and play a critical role in keeping our pipeline full as we deepen our CAM platform and expand into new verticals. - Own the top‑of‑funnel for TCC’s M&A pipeline across both Member Company and tuck‑in prospecting, including cold outreach via phone, email, and LinkedIn. - Build pipeline across CAM, rental, and adjacent verticals as we expand into new sectors. - Hit daily and monthly KPIs, including a minimum of 75 cold calls per day and 10 intro calls per month that result in a clean handoff to the middle of the funnel. - Enrich at least 100 new business owner contacts per month and maintain accurate, up‑to‑date records in HubSpot. - Manage data sourcing tools and outsourced enrichment resources to keep the funnel full. - Conduct identification calls with business owners to qualify fit and hand warm leads to the Account Executive. - Partner with the Account Executive and Business Development Director on outreach strategy, messaging, and conference follow‑up. - Continuously test and improve outreach scripts, sequences, and channels to lift response rates. Qualifications - 1–3 years in an outbound sales, BDR, or SDR role with a clear quota or activity target. - Demonstrated comfort with high‑volume cold calling and outbound email. - Hands-on experience with a CRM (HubSpot preferred) and modern outbound tools (e.g., Apollo, ZoomInfo, Outreach, Salesloft). - Proven track record of hitting and exceeding monthly KPIs. - Comfort prospecting across multiple verticals; exposure to HOA, rental, or other owner‑operated industries is a plus. - Bachelor’s degree or equivalent professional experience. Requirements - You are relentlessly consistent — outreach gets done every day, no excuses. - You are a sharp, empathetic communicator who builds rapport with founders quickly. - You treat the CRM as your operating system, not an afterthought. - You bring a continuous‑improvement mindset and a desire to use AI and automation to multiply your output. Benefits - Base Pay: $55,000 annually + Uncapped Commission - Estimated OTE: $75,000 - $110,000 annually - Competitive pay - Excellent benefits package - Health, Dental, Vision, 401(k) match - Unlimited PTO

• Serve as the primary point of contact for inbound calls and emails from HOA owners, board members, and vendors • Manage and resolve support tickets in Vantaca, ensuring timely follow-up and accurate documentation • Research and resolve accounts receivable (owner) and accounts payable (vendor) payment discrepancies • Prepare, track, and route documents for electronic signature via DocuSign • Coordinate daily operational tasks across an HOA portfolio in collaboration with a U.S.-based Community Manager • Communicate clearly and professionally with U.S.-based clients and vendors on business needs and status updates

• Own the end-to-end reconciliation process for Premier, Onsite, and complex CAM association portfolios • Prepare and deliver comprehensive monthly financial statements, ensuring accuracy and GAAP compliance • Record journal entries, categorize transactions, and validate proper classification of expenses and income • Manage bank loans, lines of credit, special assessments, and reserve transfers with full documentation • Investigate and resolve complex reconciliation discrepancies, escalating as needed • Verify invoice documentation and support disbursement request approvals • Support budget preparation and forecasting activities in coordination with U.S.-based leadership • Fulfill auditor requests and provide thorough line-item analysis during audit cycles • Identify and propose process improvements within accounting operations