Austin West
Simi Valley,CA
Summary
Detail oriented Senior Technical Account Manager at Yardi with a proven track record in enhancing client satisfaction through tailored solutions and effective communication and troubleshooting. Skilled in Technical support and project management. I excel at mentoring teams and driving strategic operations, ensuring seamless integration and optimal product usage for clients.
Overview
6
6
years of professional experience
Work History
Senior Technical Account Manager
Yardi
Remote
07.2025 - Current
- Primary point of contact for key stakeholders on customer Billing and Contract solutions.
- Held key roles in international implementations across multiple regions for a seamless product launch
- Collaborated with clients to understand technical needs and provide tailored solutions.
- Assisted in onboarding new customers, ensuring seamless integration with systems and tools.
- Supported account management by monitoring client satisfaction and addressing concerns promptly.
- Documented technical processes to enhance knowledge sharing among team members.
- Held training sessions to develop expertise in product offerings.
- Conducted product demonstrations for clients to illustrate features and benefits effectively.
- Facilitated communication between internal teams and clients to streamline project execution.
- Mentored junior team members, fostering a culture of continuous learning and development.
- Enhanced customer satisfaction by promptly addressing technical issues and providing efficient solutions.
- Led training sessions for both internal teams and external clients to ensure efficient product usage.
- Managed complex customer accounts, ensuring timely resolution of issues and effective communication.
Associate Technical Account Manager
Yardi
Remote
04.2023 - 07.2025
- Provided technical support for clients, troubleshooting issues and facilitating prompt resolutions.
- Developed client training materials and conducted workshops to enhance user proficiency with Yardi products.
- Collaborated with cross-functional teams to develop customized solutions for clients'' unique needs.
- Worked closely with development teams to resolve bugs and implement requested features, improving overall product quality.
- Wrote documentation, knowledge-based articles and tutorials to improve customer experiences.
- Established effective communication channels between internal teams and clients, promoting collaboration and transparency in project management processes.
- Performed follow-up session after resolution of customer issue.
- Developed strong relationships with key stakeholders, fostering trust and long-term partnerships.
- Analyzed data trends to provide strategic recommendations for optimizing client system usage and performance.
- Maintained thorough documentation of client interactions and resolution steps, ensuring seamless handover between team members when necessary.
Treasury Analyst
PeerStreet Inc.
Remote
10.2022 - 04.2023
- Analyzed daily cash positions to identify funding requirements and optimize liquidity management
- Assisted in preparing monthly financial reports, ensuring accuracy and compliance with internal policies
- Collaborated with cross-functional teams to streamline treasury operations and enhance reporting processes
- Monitored market trends to provide insights on investment opportunities and risk assessments
- Developed cash flow forecasting models to support strategic decision-making for capital allocation
- Supported audit processes by providing necessary documentation and analysis of treasury activities
Loan Servicing Specialist
PeerStreet Inc.
Remote
08.2021 - 10.2022
- Managed borrower inquiries, providing timely resolutions to enhance customer satisfaction.
- Collaborated with underwriting team to evaluate loan documentation for completeness and accuracy.
- Trained new staff on loan servicing procedures and software applications for optimal performance.
- Conducted regular audits of loan accounts to identify discrepancies and implement corrective actions.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Maintained a strong working knowledge of federal regulations, staying up-to-date on changes affecting the industry.
- Analyzed financial statements for risk assessment during underwriting process, contributing to higher quality loan portfolio growth.
- Conducted thorough reviews of loan applications, ensuring accuracy and compliance with company policies.
Home Loan Specialist 1 - Fee Collaboration
PennyMac
Remote
02.2020 - 08.2021
- Developed and maintained relationships with clients to enhance service delivery and support.
- Collaborated with underwriting teams to expedite loan approval processes.
- Streamlined documentation processes, improving efficiency in loan processing timelines.
- Mentored junior team members on best practices in customer service and loan origination procedures.
- Consistently met or exceeded monthly targets through effective pipeline management and proactive client outreach.
- Worked closely with title companies to ensure all necessary documentation was obtained for successful closings.
- Collaborated with underwriters to expedite loan processing, ensuring timely closings.
Education
Bachelor of Science - Applied Mathematics
Sonoma State University
Rohnert Park, CA12-2019
Skills
- Intermediate SQL
- Salesforce
- Excel
- Periscope
- Asana
- Microsoft Suite
- G Suite
- Encompass
- Jira
- CRM
- Computational Problem Solving
- Statistical Analysis
- Strategic Operations
- Project Management
- Collaborative Problem Solver
- Excellent Written & Oral Communication
- Reliable, Self-Starter
- Team Oriented
Timeline
Senior Technical Account Manager
Yardi
07.2025 - Current
Associate Technical Account Manager
Yardi
04.2023 - 07.2025
Treasury Analyst
PeerStreet Inc.
10.2022 - 04.2023
Loan Servicing Specialist
PeerStreet Inc.
08.2021 - 10.2022
Home Loan Specialist 1 - Fee Collaboration
PennyMac
02.2020 - 08.2021
Bachelor of Science - Applied Mathematics
Sonoma State University