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Hoa Consulting Jobs (NOW HIRING)

The HOA Relationship Manager is responsible for driving new business and providing consultative support specifically tailored to Homeowners Associations (HOAs) and property management companies. The ...

Provide leadership and consulting to clients on management and oversight of their community ... Driving to local HOA locations What You Bring * Three years experience in HOA management or ...

The HOA Relationship Manager is responsible for driving new business and providing consultative support specifically tailored to Homeowners Associations (HOAs) and property management companies. The ...

Description The HOA Relationship Manager is responsible for driving new business and providing consultative support specifically tailored to Homeowners Associations (HOAs) and property management ...

The VP HOA Relationship Manager is responsible for driving new business and providing consultative support specifically tailored to Homeowners Associations (HOAs) and property management companies.

The VP HOA Relationship Manager is responsible for driving new business and providing consultative support specifically tailored to Homeowners Associations (HOAs) and property management companies.

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Hoa Consulting information

What are the positions in the HOA?

In HOA (Homeowners Association) management, common positions include the HOA Board of Directors, which oversees policies and finances, and staff roles such as property managers, administrative assistants, and maintenance personnel. These roles work together to ensure community rules are enforced and facilities are maintained effectively.

Who usually hires the community association manager?

Community association managers are typically hired by homeowners' associations, condo boards, or property management companies responsible for overseeing residential communities. They are often selected through a hiring process that evaluates experience, certifications, and knowledge of property management tools. The hiring organization sets the schedule and requirements for the role.

What is the difference between Hoa Consulting vs Hoa Coordinator?

AspectHoa ConsultingHoa Coordinator
Required CredentialsRelevant certifications in consulting, project management, or industry-specific licensesCertifications in community management, customer service, or HOA-specific training
Work EnvironmentOffice-based, client-facing, project-orientedCommunity management, on-site meetings, resident interactions
Employer & Industry UsageConsulting firms, property management companies, real estate industryHOA management companies, residential communities, property management firms

Hoa Consulting typically involves providing expert advice, strategic planning, and project management for clients, often working with multiple organizations. Hoa Coordinators focus on managing HOA communities, coordinating resident activities, and ensuring community compliance. While both roles require communication skills and industry knowledge, Hoa Consulting emphasizes strategic consulting, whereas Hoa Coordinators concentrate on community operations and resident relations.

What are the main duties of a consultant?

A consultant's main duties include analyzing client needs, providing expert advice, developing strategies, and implementing solutions to improve business performance. They often conduct research, prepare reports, and collaborate with clients to ensure successful project outcomes, utilizing skills such as problem-solving and communication.

How do HOA property managers make money?

HOA property managers typically earn income through management fees paid by the homeowners' association, which can be a flat rate or a percentage of the community's budget. They may also receive additional fees for specific services such as vendor coordination, financial management, or administrative tasks, often outlined in their service contracts.
More about Hoa Consulting jobs
What cities are hiring for Hoa Consulting jobs? Cities with the most Hoa Consulting job openings:
What states have the most Hoa Consulting jobs? States with the most job openings for Hoa Consulting jobs include:
Infographic showing various Hoa Consulting job openings in the United States as of June 2026, with employment types broken down into 17% Locum Tenens, 17% Full Time, and 66% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

HOA Relationship Manager

Servbank

Phoenix, AZ โ€ข On-site

Full-time

Posted 29 days ago


Job description

The HOA Relationship Manager is responsible for driving new business and providing consultative support specifically tailored to Homeowners Associations (HOAs) and property management companies. The HOA Relationship Manager crafts customized sales proposals, conducts thorough cost/benefit analyses, and identifies pricing strategies to optimize margins. Additionally, they support HOA and property management clients pre- and post-sale, ensuring exceptional service and satisfaction.
About Servbank:
Founded in 1994, Servbank is a banking institution with local roots and national reach. We were built on a foundation of community-orientation, which ensures that no matter who we serve, we do so with the human touch that marks the gold standard of service. We work with individuals, businesses, and communities, so that whether you're a student, a homeowner, a small business owner, or a community leader, we can help you fulfill your goals. Come create excellence with Servbank.
Job Responsibilities:
  • Proactively generate new business by identifying market opportunities through cold calls, warm leads, and referrals within the HOA and property management sectors.
  • Drive sales growth by understanding the unique needs of HOAs and property management companies, and effectively cross-selling treasury products and services.
  • Maintain a dynamic sales pipeline and provide real-time updates using CRM tools.
  • Collaborate closely with the Sales Team to educate and expand product offerings to HOA and property management clients through on-site and remote meetings.
  • Stay updated on industry best practices and product knowledge related to the Bank's suite of services.
  • Provide exceptional customer service, handling inbound inquiries, training requests, and support related to Deposit, Treasury Management, and Online Banking products specifically tailored for HOAs and property management companies.
  • Ensure accuracy and completeness of customer agreements, maintenance requests, and cancellation forms.
  • Adhere to all regulatory requirements and internal policies governing financial services.
  • Demonstrate professionalism in communication and teamwork with clients, peers, and management.
  • Uphold high standards of work quality, attendance, appearance, and professionalism.
  • Comply with Company Policies & Procedures and relevant local, state, and federal laws.
  • Perform additional duties as assigned by supervisors or management.
  • Attend training sessions to maintain knowledge of financial industry regulations and compliance standards.

Requirements
  • Bachelor's degree in finance, Business Administration, Economics, or a related field.
  • Minimum of 5 years of experience in Deposit and Treasury Management Sales or related fields; equivalent combination of education and experience will be considered.
  • Knowledge of state and federal banking regulations, operational policies, and the Bank's products and services.
  • Strong verbal, written, and interpersonal communication skills.
  • Ability to solve complex problems in non-standardized situations.
  • Self-motivated with the ability to work independently and collaboratively.
  • Experience with CRM tools such as Sales Force preferred.

EEO Statement:
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.