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Company Overview
About Vendor Pay
The Role
What You’ll Own
Customer Operations & Value Realization
Financial Analysis & Pricing Optimization
Cross-Functional Operations & Reporting
What We’re Looking For
Bonus Points
Why This Role
Core Values
Vantaca just achieved unicorn status with a $1.25B valuation, so it’s safe to say we’re past the “scrappy startup phase.” We’re not just building a successful company—we’re building the category-defining platform that will transform how an entire industry operates.
Here’s the reality of our trajectory:
- Growing 100% year-over-year
- Our AI product (HOAi) went from zero to millions in months
- Backed by Cove Hill Partners and JMI Private Equity
- 6M+ doors on our platform, displacing legacy systems
We are a winning team that believes in working together to make big ideas happen. We are a collaborative and visionary group that holds ourselves accountable for our results. Our ability to be nurturing and agile allows us to adapt to change and support each other through any challenges that come our way. We are customer-centric, meaning that we put our customers’ needs and preferences at the heart of our work. We are authentic game changers that are building something cool and people like it here.
This role sits within Vendor Pay, the first product launched under the Vantaca Vendor business line. Vendor Pay is an embedded payments platform purpose-built for the community association management industry, enabling HOA management companies to process vendor payments—ACH, checks, virtual credit cards, and same-day ACH—directly from within Vantaca’s property management software.
Built on Banking-as-a-Service infrastructure, Vendor Pay is in public beta and scaling rapidly. We’re a small, high-ownership team building the foundation of what will become a broader vendor ecosystem—from payments to procurement to marketplace.
This is an operational and strategic role at the center of a product line that’s moving from early traction to scale. You’ll sit across customer experience, financial analysis, and internal operations—owning the work that makes the business run better and grow smarter. If you’ve been looking to take your consulting, investment banking, or PE analytical background and apply it to actually running and scaling a business, this is that opportunity.
The role is intentionally broad. On any given day you might be building a customer health segmentation model, analyzing pricing elasticity across payment methods, drafting a board-ready KPI report, or working directly with a customer to resolve an adoption issue. You’ll be the person who sees what needs to get done, structures the approach, and delivers it—whether or not it fits neatly into a job description.
This role will act as a dedicated post-go-live resource for Vendor Pay customers and support the design and buildout of a scalable customer success program. You’ll nurture post-launch relationships, proactively identify risks, and ensure customers are capturing the full value of the platform—while building the processes and playbooks that make it all repeatable.
- Design and implement a structured customer success program for Vendor Pay within Vantaca’s existing CX framework—segmentation logic, health scoring, touch cadences, and escalation paths
- Own the post-signing customer journey from implementation through steady-state: refine the onboarding process, ensure smooth go-lives, and build the operational playbook for ongoing account management
- Build reporting that shows customers the ROI Vendor Pay is delivering—time savings, cost reduction, payment efficiency—and use that same data to fuel GTM efforts and case studies
- Segment outreach and reporting by customer profile to focus time where it matters most and surface adoption gaps or churn risk before they become problems
- Capture structured product feedback from customers and translate it into prioritized inputs for the product and engineering teams
- Flag potential issues—declining volumes, stalled vendor adoption, support escalation patterns—and own the resolution workflow
This role provides the analytical horsepower to understand what’s working across Vendor Pay economics, where there’s margin opportunity, and how pricing should evolve as the product scales.
- Analyze pricing effectiveness across payment methods (ACH, VCC, check, ACH+) and customer segments; model scenarios for rate adjustments, corridor changes, and new packaging
- Identify and quantify opportunities to optimize conversion from checks to electronic payment methods, improving both customer outcomes and unit economics
- Partner with the finance team on P&L buildout, reporting, and annual budget planning for Vendor Pay
- Support analysis of how Vendor Pay pricing integrates into broader Vantaca packaging and commercial strategy
- Provide analytical support for board materials, investor updates, and executive decision-making
- Refine and extend the existing KPI framework for Vendor Pay—identifying new metrics, improving data quality, and ensuring the dashboards and reporting infrastructure evolve as the business scales
- Prepare weekly tracking reports and board-ready presentations that tell a clear story about business performance and trajectory
- Use AI tools (Claude Code, Cursor, etc.) as a working partner for data analysis, report generation, and operational automation
- Drive cross-functional projects from scoping through execution—process redesigns, tool rollouts, workflow improvements, and operational buildouts
- Serve as embedded analytical capacity across GTM (pipeline analysis, win/loss, competitive positioning), Product (usage analytics, feature adoption), and Engineering (velocity, resource allocation) as needed
- Identify inefficiencies, bottlenecks, and failure modes across operations using data; prioritize by impact and develop actionable plans
- Step into operational gaps—if something important isn’t getting done and doesn’t have a clear owner, pick it up
- 5–7 years in strategy, operations, consulting, investment banking, private equity, or a high-growth startup in an analytical or operational role
- Strong analytical mind—you bring judgment to modeling, not just formulas to spreadsheets
- Comfort with ambiguity—you can take a vague ask and turn it into a structured plan with clear deliverables
- Commercial instinct—you think about customers through a business lens, not just a relationship one. You see a retention conversation as a data problem and a growth lever
- Bias toward action over perfection—you ship v1 and iterate rather than polishing a deck nobody asked for
- Clear written and verbal communication—you can explain a complex analysis to a non-technical audience in two sentences
- Experience with AI-assisted workflows and LLM tools (Claude Code, Cursor, etc.) or a genuine willingness to treat AI as a working partner, not a novelty
- Familiarity with payment processing, fintech, or BaaS concepts is a plus but not required—intellectual curiosity matters more than domain expertise
- Experience building customer success or account management programs from scratch
- Exposure to B2B SaaS or embedded fintech business models
- Experience with FP&A processes, P&L ownership, or board reporting
This isn’t a “rotate through projects and advise” role. You’ll own real workstreams on a real product with real customers and real revenue. You’ll see the direct impact of your work in customer outcomes, financial performance, and business decisions. And you’ll do it inside a team that’s small enough that your contributions are visible and consequential, backed by a company with the scale and resources of a unicorn.
If you’ve been looking for the bridge from analyzing businesses to actually building one, this is it.
- Always Growing: Embraces change and continuously seeks to improve their knowledge, their work, and the product.
- Win as a Team: Builds trust through clear communication. Actively involved in daily work, closely collaborating with the team, listening, and celebrating successes together.
- Accountability Starts with Me: Notices problems and takes personal action to solve them.
- Unwavering Commitment to Customer Experience: Takes personal responsibility to understand customer needs, address concerns, and improve their experience.
- Innovate Boldly: Challenges the status quo and pushes boundaries with urgency and purpose.
We receive many resumes for our open positions and each one is reviewed by a human being on our recruiting team. We will compare your background with the qualifications and requirements for the position. If you are selected for an interview you will receive an email from someone on our recruiting team with an @vantaca.com email address. We appreciate your interest in this role.
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