Solutions Advisor
Ventura Community Partners
Careers at Capital Consultants Management Corporation Current job opportunities are posted here as they become available. Solutions Advisor (Implementation & Adoption) The Solutions Advisor sits at the intersection of product, technology, and client engagement. This role owns three connected responsibilities: demonstrating BUURT to prospective clients and communities, driving feature adoption among existing VCP communities, and leading the technical onboarding of new communities - whether through new management contracts or community takeovers. This is not a pure sales role and it is not a pure technical role. The right person speaks both languages fluently. They can walk a property manager through a live product demo, turn around and configure an onboarding environment, and then project manage a community takeover from technical kickoff to go-live. As BUURT expands across VCP's growing portfolio, this role is the engine that ensures every new community lands successfully and every existing community gets full value from the platform. RESPONSIBILITIES Partner with Sales and Business Development to support prospective client engagements - attend demos, lead technical presentations, and answer product questions that go beyond what a non-technical presenter can handle. Deliver compelling, tailored demonstrations of BUURT to prospective communities, property owners, and internal stakeholders. Translate prospect pain points and operational requirements into clear product fit narratives - articulate what BUURT does, how it solves specific problems, and what implementation looks like. Support RFP responses, proposal development, and proof-of-concept requests with technical depth and product expertise. Maintain deep, current knowledge of BUURT's capabilities, roadmap, and competitive differentiation. Feature Adoption & Engagement Serve as the internal champion for BUURT adoption across existing VCP communities - identify underutilization, drive feature rollout, and resolve technical barriers to adoption. Develop and maintain technical documentation, configuration guides, and platform knowledge resources that equip the Implementation and Change Management Manager to translate into user-facing training and communications. Build relationships with stakeholders to surface friction points, triage feedback against known technical issues or platform limitations, and elevate true technical barriers for resolution before routing product insights to the Product Manager. Track platform adoption and technical utilization metrics across the portfolio — monitoring feature usage, configuration completeness, and integration health — and report on progress, gaps, and escalation needs. Partner with the Product Manager and Implementation and Change Management Manager to align upcoming feature releases with community readiness and adoption strategy. Technical Implementation & Community Onboarding Own the technical onboarding of new communities - whether through new management contracts or property acquisitions — coordinating the data and configuration requirements on the community's end while partnering with the Implementation and Change Management Manager to ensure all pieces are ready for a smooth go-live. Develop and maintain a repeatable technical onboarding playbook that accounts for both greenfield launches and takeover scenarios, including data migration requirements, existing system dependencies, and community-side readiness criteria. Manage onboarding project timelines, milestones and technical dependencies – serving as the primary point of contact for technical stakeholders and keeping the Implementation and Change Management Manager aligned on readiness status. Configure BUURT environments for new communities; coordinate data migration, integrations, and user provisioning, including working with the transitions team to ensure data is properly prepared and submitted for loading. Conduct go-live readiness assessments against technical and data criteria, confirming environments are fully configured and ready to head off to the Implementation and Change Management Manager for training and activation. Capture lessons learned from each onboarding and continuously refine the implementation process. Cross-Functional Collaboration Act as the primary feedback loop between communities, Sales, and the Engineering/Product team - surface what is working, what is not, and what is being asked for. Collaborate with the Lead Software Engineer and Product Manager to flag implementation gaps, data issues, and configuration needs that require product changes. Coordinate with IT Infrastructure and Security as needed during onboarding to ensure connectivity, access, and compliance requirements are met. Support the Director of Applications with portfolio-level visibility into implementation status, adoption health, and community readiness. REQUIREMENTS Four (4) or more years of experience in a solutions/sales engineering, technical implementation, client onboarding, or product specialist role. Demonstrated ability to deliver product demonstrations to non-technical audiences - you can make software feel intuitive and compelling, not intimidating. Experience managing technical onboarding or implementation projects, including data migration, configuration, and user training. Strong project management skills - you can run multiple onboarding workstreams simultaneously without things falling through the cracks. Ability to translate between technical and non-technical stakeholders; equally comfortable in a product demo and a project status call. Experience with change management and driving software adoption - you understand that a feature is not live until people are actually using it. Strong written and verbal communication skills; polished and confident in client-facing settings. Preferred Experience with property management software, PropTech platforms, or community management technology. Familiarity with SaaS implementation methodologies and onboarding best practices. Experience supporting presales or sales engineering in a B2B environment. Exposure to data migration processes - mapping, transformation, validation, and cutover. Experience in a PE-backed or high-growth organization managing rapid portfolio expansion. Basic technical fluency - comfortable reading configuration files, understanding API concepts, and troubleshooting without requiring engineering escalation for every issue. SUCCESS MEASURES Performance in this role may be evaluated using the following measures: Community onboarding success rate - new communities reaching go-live on time and fully operational. Time-to-go-live - average duration from signed contract or acquisition close to community launch. Feature adoption rate - percentage of existing communities actively using current BUURT capabilities. Demo-to-conversion support - technical win rate on opportunities where this role participated in presales. Onboarding quality - post-launch defects, support escalations, and community satisfaction scores. Playbook maturity - repeatable, documented onboarding process in place and continuously improved. Stakeholder satisfaction - feedback from community managers, Sales, and Product on collaboration effectiveness. Feedback loop quality - volume and quality of product and implementation insights surfaced to Engineering and Product. PHYSICAL REQUIREMENTS The physical requirements can vary, but generally, they may include: Lifting: Ability to lift and carry up to 20 lbs. regularly and up to 40–50 lbs. occasionally (e.g., computer equipment). Mobility: Ability to move throughout office areas and occasionally access equipment in cabinets, under desks, or in network/IT rooms. Working Conditions: Primarily office or workstation environment with extended computer use; occasional work in server rooms or equipment areas. Personal Protective Gear: Minimal; may require basic protective gear (e.g., closed-toe shoes, anti-static strap) when handling hardware. Extended Sitting or Standing: Ability to sit or stand for long periods while working at a computer or setting up equipment. Manual Dexterity: Frequent use of hands for keyboarding, connecting cables, handling small components, and general device setup. Driving: May occasionally require local travel to company sites or vendors. (Please note: We will request and review an MVR at the time of hire and on a periodic basis thereafter to ensure that employees maintain a satisfactory driving status.) We are committed to creating an inclusive and accessible work environment. If you require reasonable accommodation in performing the job duties as described in the job description, discuss with your manager. WHAT WE OFFER: Comprehensive benefits package including medical, dental, and vision Wellness program Flexible Spending Accounts Company-matching 401k contributions Paid time off for vacation, holidays, medical, and volunteering Paid parental leave Training and educational assistance Support programs, including Employee Assistance Program and Calm Health Optional benefits including short- and long-term disability, life insurance, and pet insurance Most importantly, a caring team who is dedicated to your success! #J-18808-Ljbffr
- ...The Solutions Advisor (Implementation & Adoption) sits at the intersection of product, technology, and client engagement. This role owns three connected responsibilities: demonstrating BUURT to prospective clients and communities, driving feature adoption among existing...SuggestedContract workTemporary workCasual workWork at officeLocal areaFlexible hours
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding... ...help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive...SuggestedWork experience placementLocal areaImmediate startRelocation
$200k - $300k
...CareersRelationship Management Opportunity in Financial Services SVP, Advisor Engagement. Relationship Executive and Strategic... ...President, Advisor Engagement, Relationship Executive & Strategic Solutions is responsible for leading Osaic's advisor engagement strategy...SuggestedFull timeFor contractorsWork at officeRemote work$150k - $175k
...CareersRelationship Leader Opportunity in Financial Services Vice President, Advisor Engagement Location(s): Atlanta: 2300 Windy Ridge Pkwy SE,... ...—both positive and challenging—with empathy and actionable solutions.Connect financial professionals to subject matter experts for...SuggestedFull timeFor contractorsWork at officeRemote work- ...opportunities to learn, grow, and make an impact. Join us! This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...iconic eyewear, advanced lens technology and cutting-edge digital solutions. Join our global community of over 200,000 dedicated employees... ...more by following us on LinkedIn! GENERAL FUNCTION The EyeCare Advisor creates exceptional value in the lives of our customers by...Minimum wageWork at officeLocal area
$110k - $136k
...Manager Opportunity in Financial Services Senior Product Manager, Advisor GrowthLocation(s): Scottsdale: 18700 N Hayden Rd, Suite 255,... ...redefining digital experiences for financial professionals, creating solutions that help advisors, their teams, and their clients thrive in a...Full timeFor contractorsWork at office- ...goals through a broad spectrum of advice and wealth management solutions—ranging from digital advice and financial planning to comprehensive... ...advisory support across this growing portfolio. As a trusted advisor to business leadership, the Risk Director will partner closely...Full timeWork at office
- ...strengthen long-term relationships.Serve as a liaison between clients, advisors, and service teams to ensure each experience is smooth,... ...needs analyses to match client goals with the right Vanguard solutions.Use your market and product expertise to help clients evaluate...Full time
$98.4k - $199k
...who are focused on preserving and building wealth. The Wealth Advisor is responsible for relationship development and coordinating and... ...develop a clear perspective on the client’s situation to offer solutions that meet their objectives or address specific concerns. Including...- ....Bonus TypeFormula BasedSummaryDo you want to be a true Wealth Advisor for your clients, with the ability to serve clients in our Registered... ...licenses you may offer securities and other products and solutions through our affiliated broker dealer and the Registered Investment...Work experience placementWork at office
- ...through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina... ...goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5-15M in...Full timeWork at officeLocal areaRemote workRelocationMonday to Friday
- ...risk management and compliance, and investment reviewsCollaborates with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty Asset Management as appropriateEngages with clients to review...Full timeWork at officeFlexible hoursDay shift
- ...Collaborate with Song teams across Commerce, Experience, Marketing, and Data.Contribute to reusable accelerators and AI-driven commerce solution assets.Develop deep technical expertise and client-facing consulting skills within high-impact transformation programs.What You...Full timeLive inWork at officeLocal area
- Build an Aviation Career You're Proud OfAt StandardAero, we use our ingenuity and know-how to find solutions for the simple to the most complex challenges in aviation. Together, we get the job done and done well. Our stability, resources, and respectful culture supports...WorldwideFlexible hours
$97k - $180k
...passionate about delivering extraordinary care.Financial Business Advisor - P&C FinanceLocation: Columbus, OH (Hybrid), Des Moines, IA (... ...to analyze issues, evaluate options, and recommend practical solutions.Provide insight on financial topics such as reinsurance, underwriting...Full timeTemporary workPart timeCasual workShift work- ...Wealth division helps individuals and families achieve their financial goals through a broad spectrum of advice and wealth management solutions—ranging from digital advice and financial planning to comprehensive wealth, trust, and family office services. Serving investors...Full timeWork at office
$85k - $145k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives... ...skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They’re supported by a...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at...
- ...Merrill Experienced Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...clients and capitalize on referrals Deliver customized solutions and the full resources of Bank of America Merrill Understand...Shift workDay shift
- ...may have just landed on a winning combination. As a Financial Advisor at Touchstone Wealth , you will work directly with real people... ...diversified portfolio of investment, insurance, and retirement solutions - all manufactured here, so your input can directly impact the...Local areaFlexible hours
$100k - $250k
...About Strategic People Advisors Strategic People Advisors ( is an executive search and talent acquisition firm. We have been exclusively... ...asset‑protection, retirement income, and estate‑planning solutions. Foster and expand regional client networks by utilizing the firm...Work at officeLocal area- ...through personalized service. The Opportunity: As a Financial Advisor at GoldBook Financial, you will play a pivotal role in shaping... ...comprehensive financial guidance and customized investment solutions. This mid-level position offers the autonomy to manage a diverse...Local area
- ...Financial Advisor Opportunity Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale... ...and collaborate with internal partners to deliver effective solutions. Personalized Consultations: Conduct consultations to assess...
- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...Collaborate with internal specialists to deliver integrated solutions Identify and pursue new business opportunities through referrals...
$70.35k - $205.8k
...inform strategic decision-making and strategy development. Support sell-side clients in developing high-performance, future-ready solutions, including initiatives related to digital assets, tokenization, and emerging market infrastructure. Ability to understand...Work experience placementLive inWork at officeLocal area- ...Financial Advisor Heffernan Financial is seeking an experienced, driven, and focused Financial Advisor to join its growing team. The... ...investment markets and an ability for identifying investment solutions to meet client needs. This is a sales role, that will help drive...Temporary work
- ...Are you an Experienced Financial Advisor/Financial Planner s eeking an opportunity to serve your clients better? At Pacific Southwest... ...ideal candidate will deliver comprehensive personalized investment solutions to help clients work toward their long-term financial goals....Contract workWork at office
- ...products and services. John Snow Labs is the winner of the 2018 AI Solution Provider of the Year Award, the 2019 AI Platform of the Year... ...CTR) to join our team as a part-time domain expert and process advisor . This long-term collaboration aims to deepen our understanding...Hourly payFull timeContract workPart timeRemote work10 hours per weekFlexible hours
$60k
...Do the Right Thing :: One Alerus About the Role The Financial Advisors are responsible for enhancing existing relationships and developing... ...of a team of specialists. Advisors help clients select Alerus solutions to support their financial wellness goals. Advisors focus...Work experience placementWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Solutions Advisor. Be the first to apply!
- hvac comfort advisor Scottsdale, AZ
- advisor Scottsdale, AZ
- solution advisor Scottsdale, AZ
- service advisor assistant service manager Scottsdale, AZ
- comfort advisor Scottsdale, AZ
- cultural advisor Scottsdale, AZ
- operations advisor Scottsdale, AZ
- trust advisor Scottsdale, AZ
- trade advisor Scottsdale, AZ
- care advisor Scottsdale, AZ

