Teams at Enumerate

Manage onboarding and data migration for financial services clients: plan implementations, build databases in CENTRAL, configure systems, establish banking/payment arrangements, coordinate teams/vendors, monitor performance, document processes, and serve as first escalation for clients.

Lead day-to-day AP/AR, homeowner accounting, collections, banking, estoppels, resale, and tax administration. Build KPIs, scale processes, drive automation (AI/OCR/RPA), manage teams, ensure compliance, and improve operational efficiency and customer satisfaction.

Manage client relationships as a trusted advisor, handling requests, escalations, and customer support through phone and Zendesk. Coordinate with Accounts Payable, Accounts Receivable, Operations, and Support teams to resolve issues, establish bank accounts, complete reconciliations, and provide timely communication. Track relationship KPIs, gather customer feedback, and prioritize work in a fast-paced remote environment.