Western Alliance Bank · 22 hours ago
Client Success Advisor
United States
Full-time
Remote
Entry, Mid Level
1+ years expWestern Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation, focusing on providing financial services. The Client Success Advisor role is crucial in supporting sales teams and clients, ensuring the adoption of HOA products and services through direct communication, analysis, and training.
BankingFinanceFinancial Services
Responsibilities
Drive usage and adoption of HOA products/systems through a structured process of direct client communication, analysis and training
Conduct business environment analysis to outline current state of CMC by documenting staffing arrangement, internal account reconciliation process, AR process (coupons, statements, ePayments, etc.) and client support mode
Through this process the CSC identifies opportunities for change/improvement within the CMC and potential updates in the HOA systems/processes
Usage Assessment and Gap Analysis – After understanding/documenting the client’s current processes, the CSC will conduct a usage assessment and gap analysis identifying the percentage of systems the client is actively using
This analysis will primarily fall into (a) Software Integration, and (b) AR Payment Processing, but will also include an analysis of the client’s usage of online banking, ACH, positive pay, ACH filtering, etc
Improvement Plan and Training – After understanding the clients processes, needs and current system usage, the CSC will create and work through a personalized plan to update their system configurations, update/configure accounting software, train CMC staff and provide training/reference material
Plan will include follow-up and monitoring to ensure adoption
Post Survey and report – CSC will conduct a post process survey and provide a short overview of the engagement and objectives achieved
Work closely with HOA product managers
Help architect new strategies and beta products/processes such as working with clients on an all-digital AR strategy by testing different models and surveying clients
Assists in the development of user guides and training sales officers
As CSC becomes more experienced, the CSC will engage in the later stages of sales prospecting efforts for key CMCs and assist with documenting the opportunities/efficiencies a CMC will gain with a bank change by quantifying the dollars in savings for a prospect
Provide bank transition support/assistance for key clients by directly augmenting CMC accounting staff during the bank transition process
CSC will gain access to the CMC system and collect management agreements, add new bank accounts to accounting software, configure accounting system, update automated utility payments, assist in the distribution/collection of association signature cards and mail bank change communication to boards/homeowners
Qualification
Required
Bachelor's degree (BA) or equivalent from a college or university and 1 or more years related experience or, 4 or more years related experience
Work related experience should consist of relevant experience in the financial industry
May have completed a credit training program or have experience working in a branch or TM support capacity
Intermediate to advanced knowledge of general banking, including understanding of bank products, services, and regulations, policies and procedures, with an emphasis in treasury management, credit facilities, or a combination
Intermediate to advanced knowledge of deposit and payment products, and online technology platforms, sales concepts, and banking regulations
Strong oral, written, and interpersonal communication skills required
Benefits
Competitive salaries
An ownership stake in the company
Medical and dental insurance
Time off
A great 401k matching program
Tuition assistance program
An employee volunteer program
A wellness program
Company
Western Alliance Bank
Western Alliance Bank is a banking firm that offers commercial and business banking solutions.
Founded in 1994Phoenix, Arizona, USA
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$400M2025-11-19Post Ipo Debt· $400M
2005-06-30IPO
Leadership Team
Tim Boothe
Chief Operating Officer
Barbara Kennedy
CHRO, EVP
Recent News
2026-01-22
Morningstar.com
2026-01-09
Company data provided by crunchbase