Onboard - Technical Account Manager

"When you join Onboard, you’re joining a team that’s transforming how essential connectivity services are delivered, managed, and supported across the real estate industry. As part of the Conservice family—the nation’s leading utility management provider—we’re backed by the strength, resources, and stability of an industry leader. That means more opportunities, more support, and a future you can build right here at home with the Onboard team you know and trust. Beyond your core responsibilities, you’ll play a critical role in helping our clients and partners fully realize the value of Onboard’s solutions. Whether you’re working behind the scenes or on the front lines, your contributions will help streamline operations, drive performance, and deliver a better experience for the residents and teams we support. Collaboration, innovation, and a commitment to service are key to success in every role at Onboard."

Job Summary:
The Technical Account Manager (TAM) will oversee the submission and auditing process for provider submissions, ensuring the accuracy of data. This role is responsible for managing the weekly account submission, conducting monthly invoice audits, and documenting the full data process setup. Additionally, the TAM will collaborate with the Account Manager in preparing and supporting monthly business reviews to provide detailed and accurate reporting for the client.

Key Responsibilities:

• Oversee the weekly account submission process, ensuring the accuracy and completeness of data management.
• Conduct monthly invoice audits to validate account status, charges, identify discrepancies, and recommend adjustments as needed.
• Document the full data and process flow, creating a comprehensive guide for future reference and audits.
• Collaborate with the Account Manager to prepare data reports, insights, and analysis for monthly business reviews.
• Identify and troubleshoot data inconsistencies, working with internal teams to resolve issues proactively.
• Maintain a record of all data processes and procedures to enable streamlined onboarding and client account management.

• Experience in data auditing, technical account management, or a similar role.
• Strong analytical skills with a keen eye for detail.
• Proficiency with data management systems and tools, with an ability to create and maintain organized documentation. 
• Excellent problem-solving abilities and a proactive approach to troubleshooting.
• Effective communicator with the ability to translate technical information for non-technical stakeholders.