Viva is a network of affordable housing that offers families a set of benefits, including access to health, education, and financial resources. As one example, Viva offers families access to FREE cash - worth more than $5,000 - to help accelerate the transition to homeownership. We are creating equity for all through housing.

Recruiter – Community Success Managers (CSMs)

Company Context

Viva is growing quickly. Our Sales function is performing exceptionally well, driving demand for our Community Success (CS) services across U.S. markets. These services—delivered by Community Success Managers (CSMs)—sit at the intersection of social work, public health, and resident engagement, and are core to the outcomes we deliver for residents and property partners.

This success has created a new operational challenge: fulfilling 10+ CSM openings across U.S. markets on short timelines (30–45 days).

To meet this moment, we are creating a new, specialized role focused entirely on high-volume, high-quality CSM talent sourcing.

Candidates who advance in the interview process will propose items to include in a paid 2-week sprint which will constitute the final hiring “experience” – where you can both deliver immediate value and outcomes (eg: by the end of your first day) as well as assess the ongoing needs of the CSM Recruitment process and our hiring CRM (incl. HubSpot), and propose a broader plan of action and improvement – a 30/60/90 day plan you will present after you conclude the 2-week sprint.

Role Overview

The Recruiter – Community Success Managers (CSMs) is responsible for generating hundreds of role-aligned candidate leads per week to support rapid, multi-market hiring.

This is not a traditional recruiter role.

It blends:

• The volume, urgency, and outbound rigor of sales
• The systems discipline of CRM-driven pipelines
• The credibility and fluency of public health / social work ecosystems

Success in this role directly enables Viva to:

• Scale our most popular service tier
• Maintain quality and mission alignment
• Enter new markets faster with confidence

Core Goal

Generate hundreds of high-quality, role-aligned CSM hiring leads per week

to consistently support 10+ concurrent openings across U.S. markets

Key Responsibilities

1. High-Volume Candidate Sourcing

• Proactively source large volumes of qualified CSM candidates across U.S. markets
• Build and maintain robust candidate pipelines for current and future openings
• Leverage non-traditional sourcing techniques to reach candidates beyond job boards

2. Outbound Engagement

• Conduct direct outreach via phone calls, text messages, email, and social platforms
• Engage candidates with urgency, clarity, and respect
• Prioritize response rates and conversations, not passive posting

3. Ecosystem & Network Development

• Build relationships with:
  • Public health programs
  • Social work degree programs
  • Professional associations
  • Public, nonprofit, and private organizations employing similar roles
• Develop repeatable sourcing channels from these ecosystems

4. CRM & Pipeline Management (HubSpot)

• Track all candidates and outreach activity in HubSpot CRM
• Maintain clean, structured pipelines and accurate candidate stages
• Collaborate closely with CS leadership to align sourcing with hiring needs

5. Screening & Qualification Support

• Conduct initial qualification conversations to assess:
  • Role alignment
  • Communication skills
  • Demographic/Market alignment
  • Mission alignment
• Support assessment of bilingual Spanish proficiency where applicable
• Help refine screening criteria and sourcing strategies over time

Ideal Candidate Profile

Required / Strongly Preferred

• Experience in outbound sales or high-volume recruiting
• Comfort generating hundreds of leads per week
• Hands-on experience using HubSpot CRM
• Willingness to call and text, not just email
• Strong organizational and follow-through skills

Highly Valuable

• Background, training, or professional experience in:
• Public health
• Social work
• Community-based services
• Ability to “walk the walk and talk the talk” with candidates

Preferred (But Not Required)

• Bilingual (English / Spanish) fluency
• Experience assessing or validating bilingual proficiency
• Familiarity with nonprofit, government, or public-sector hiring environments

What Success Looks Like (First 90 Days)

• Consistently generating hundreds of role-aligned candidate leads per week
• Building market-specific pipelines for priority regions
• Reducing time-to-fill pressure on Community Success leadership
• Establishing repeatable, scalable sourcing methods
• Becoming the internal owner of CSM talent supply

Viva is a network of affordable housing that offers families a set of benefits, including access to health, education, and financial resources. As one example, Viva offers families access to FREE cash - worth more than $5,000 - to help accelerate the transition to homeownership. We are creating equity for all through housing.

Location: Travel required across Viva markets (50% time)

Schedule: Part-Time Contractor (20-30 hours/week)

Reports To: Director of Community Success

About Viva

Viva partners with affordable housing communities to achieve mission-critical goals such as reducing unpaid rent, increasing resident retention, and strengthening community stability.

We support these goals by connecting residents to meaningful resources across health, education, and financial wellness. Through Viva, residents can access services like telehealth, tutoring, financial tools, and opportunities designed to support long-term financial mobility and housing stability.

Our mission is to create equity through housing by ensuring families not only have a place to live, but access to the resources they need to thrive. By helping residents access life-changing benefits, we help our housing partners build stronger, more stable communities.

About the Role

The Community Success Manager III (CSM III) is a senior-level field leader responsible for driving resident engagement, partner success, portfolio performance, and Community Success team development across multiple communities and markets.

Unlike a traditional Community Success Manager who is primarily responsible for a specific community, the CSM III operates across communities, supporting launches, strengthening partner relationships, coaching team members, improving performance, and helping scale Viva's impact.

The CSM III serves as an extension of the Director of Community Success and is trusted to represent Viva with residents, property teams, ownership groups, and community stakeholders. This role requires a high degree of autonomy, strong judgment, and the ability to balance strategic thinking with hands-on execution.

While this role includes direct resident engagement, it goes beyond outreach. The CSM III is expected to identify opportunities, solve problems, develop others, and help shape how Community Success operates as Viva grows.

Travel is a core component of this role and may require approximately two weeks of travel per month, often non-consecutively, depending on community launches, staffing needs, training initiatives, and special projects.

What You’ll Be Accountable For

Success in this role is measured by your ability to drive meaningful outcomes across residents, partners, portfolios, and the Community Success team.

• Resident Impact
  • Help residents successfully access and use Viva benefits
  • Improve resident engagement and activation rates
  • Support housing stability and long-term financial well-being
  • Identify barriers that prevent residents from accessing available resources
• Partner Success
  • Build trusted relationships with property managers, regional leaders, ownership groups, and community stakeholders
  • Support communities in achieving agreed-upon goals
  • Strengthen partner trust through consistent communication and performance
  • Contribute to contract retention and expansion through strong execution and relationship-building
• Community/Portfolio Performance
  • Drive progress toward resident engagement and activation goals
  • Identify risks and opportunities across communities
  • Develop and execute improvement plans when communities require additional support
  • Ensure consistent execution of Viva's engagement strategy across markets
• Team Development
  • Train, mentor, and coach Community Success Managers
  • Support onboarding and field training for new team members
  • Reinforce best practices and operational consistency
  • Serve as a resource and thought partner to the broader Community Success team
• Operational Excellence
  • Improve systems, workflows, and reporting practices
  • Familiarity with CRMs (generally) and willingness to become a HubSpot CRM power user
  • Translate field insights into actionable recommendations
  • Contribute to the development of playbooks, training materials, and engagement strategies
  • Help scale successful practices across communities and markets

What You’ll Do

• Resident Engagement & Community Support
  • Conduct in-person outreach and resident engagement activities
  • Support community launches and engagement initiatives
  • Build relationships with residents and understand their goals, needs, and barriers
  • Help residents access and utilize Viva benefits and services
  • Support resident events and community-building efforts as needed
• Partner Relationship Management
  • Build and maintain strong relationships with property management teams and stakeholders
  • Lead or participate in partner meetings and performance conversations
  • Represent Viva professionally and serve as a trusted partner in the field
  • Coordinate engagement efforts in collaboration with on-site teams
• Coaching & Leadership
  • Train and support new Community Success Managers
  • Conduct field-based coaching and role-playing exercises
  • Share best practices and lessons learned across markets
  • Provide feedback that helps improve team performance and effectiveness
• Portfolio Support & Strategic Initiatives
  • Support new community launches and expansion efforts
  • Assist communities experiencing performance challenges
  • Identify opportunities for operational improvement
  • Partner with cross-functional teams to improve resident outcomes and partner success

What This Role Requires

This role is best suited for someone who:

• Builds trust quickly with residents, partners, and stakeholders
• Is comfortable operating independently with minimal supervision
• Thrives in dynamic and sometimes ambiguous environments
• Balances strategic thinking with hands-on execution
• Uses strong judgment to prioritize efforts where they will create the greatest impact
• Is adaptable when plans change or new challenges emerge
• Can coach and develop others while maintaining accountability for results
• Is willing and able to travel regularly across multiple markets
• Demonstrates persistence, professionalism, and follow-through

Leadership Readiness Period

The first 90 days of the Community Success Manager III role serve as a Leadership Readiness Period.

During this period, the CSM III will receive coaching, mentorship, and ongoing feedback while demonstrating readiness to operate as a senior Community Success leader.

Progress reviews will occur at 30, 60, and 90 days and will focus on:

• Resident engagement and community-building
• Partner relationship management
• Coaching and support of Community Success Managers
• Operational excellence and accountability
• Leadership, initiative, and independent decision-making
• Ability to represent Viva effectively across communities and markets

Successful completion of the Leadership Readiness Period is required to continue operating in the CSM III role.

Required Qualifications

• 4+ years of experience in one or more of the following fields: community engagement, customer success, resident services, public health, education, affordable housing, social services, or related fields
• Demonstrated ability to build relationships with diverse stakeholders
• Strong communication and interpersonal skills
• Experience working independently with minimal supervision
• Comfortable conducting in-person outreach and community engagement
• Willingness and ability to travel regularly

Preferred Qualifications

• Experience coaching, mentoring, or training others
• Experience leading projects, launches, or cross-functional initiatives
• Experience working in affordable housing or community-based programs
• Experience working in a startup environment
• Bilingual English/Spanish (strongly preferred)
• Background in social work, public health, education, community development, or related fields
• Familiarity with Social Determinants of Health (SDOH)

Viva is a network of affordable housing that offers families a set of benefits, including access to health, education, and financial resources. As one example, Viva offers families access to FREE cash - worth more than $5,000 - to help accelerate the transition to homeownership. We are creating equity for all through housing.

Advisor — Investor Relations (Fundraising)

We are entering a focused fundraising phase and are looking for an Advisor — Investor Relations to help us re-engage our existing investor network, build a new pipeline of aligned pre-seed and seed investors, and drive a consistent cadence of high-quality investor meetings. This includes measuring our conversion rates and progress toward our fundraising goals.

This is a highly execution-oriented role for someone who has done this before—who understands the mechanics, psychology, and operational discipline required to support an early-stage raise.

During the interview process you will propose items to include in a paid 2-week sprint which will constitute the final hiring “experience” – where you can both deliver immediate value and outcomes (eg: by the end of your first day) as well as assess the ongoing needs of the Investor Relations process and our CRM (HubSpot), and propose a broader plan of action and improvement – a 30/60/90 day plan you will present after you conclude the 2-week sprint.

📅 Status

• (1) Opening
• Can start immediately
• Target milestone: materially increased investor meeting cadence as soon as January 5
• Reports To: CEO (Michael Barnes)

🗓 Flexible Schedule

• Minimum commitment: 10 hours per week
• Ceiling negotiable based on impact and availability
• Flexible schedule, with responsiveness during business hours as needed
• This role is outcome-driven, not time-clock-driven

💵 Compensation

• $25–$50/hour, commensurate with experience
• Opportunity to revisit scope and compensation based on performance and fundraising progress

🎯 Role Objective (What Success Looks Like)

Between now and as soon as January 5, you will help Viva:

• Re-engage 100+ investors who have previously participated in our fundraising process or invested
• Build a new, stage-appropriate investor funnel (pre-seed / seed; $25k–$1M+ checks) via warm introductions
• Achieve a steady cadence of ~8 booked investor meetings per week
• Operationalize the entire investor pipeline in HubSpot CRM, with clear visibility and momentum

🎯 Roles & Responsibilities

Investor Funnel & CRM Ownership

• Build and manage Viva’s Investor Relations pipeline in HubSpot
• Ensure clean data, clear stages, and disciplined follow-up
• Track outreach, intros, meetings, notes, and next steps with rigor

Re-Engage Existing Investors

• Thoughtfully re-activate 100+ known investors and prior participants
• Frame outreach as advice-giving conversations, not transactional asks
• Coordinate timely scheduling, prep, and follow-ups

New Investor Sourcing (Warm-Intro Only)

• Identify new angels and VCs aligned with:
  • Pre-seed / seed stage
  • $25k–$1M+ check sizes
• Proactively surface mutual connections and request warm introductions
• Work closely with the CEO to prioritize outreach and sequencing

Meeting Cadence & Process Excellence

• Convert outbound and intro-based engagement into 8+ meetings per week
• Schedule and manage:
  • Pre-meeting preparation
  • Post-meeting debriefs
  • Clear, timely follow-ups
• Reduce friction and cognitive load for the CEO wherever possible

Direct, Human Communication

• Willing and comfortable using calls and texts (when appropriate) to:
  • Prompt introductions
  • Nudge scheduling
  • Maintain momentum
• This role requires moving beyond social media / email comfort zones

✅ Must-Have Qualifications

• Direct experience supporting or leading pre-seed and/or seed fundraising (multiple times with references)
• Well-networked with angels, micro-VCs, and early-stage funds
• Strong operational instincts; you naturally bring order to messy processes
• Experience working inside HubSpot CRM
• High follow-through and responsiveness
• Willingness to do real execution work—not just strategy

✨ Preferred / Elite Qualifications

• Demonstrated ability to secure warm investor introductions quickly
• Prior experience acting as a founder’s “right hand” during a raise
• Comfort operating with ambiguity and urgency
• Bonus challenge (optional but telling):
  • Find a mutual investor in our shared network (not already an investor) and schedule an advice-giving meeting with the CEO prior to your final interview

🧠 Operating Principles (How We’ll Judge Fit)

• Bias to Action: 10/10
  • You move things forward every week without being asked.
• Organization & Preparation: 10/10
  • No dropped balls. No mystery pipelines.
• Ability to Woo (Bonus): 10/10
  • You know how to make busy investors say “yes” to a conversation.

👥 Hiring Team

• Michael Barnes, Co-Founder & CEO, Viva Benefits
• Brenden Shue, Director of Partnerships (Sales)
• José Moreno, Director of Partnerships

If you have helped founders successfully navigate early-stage fundraising and enjoy turning warm networks into real momentum, we’d love to hear from you.

This is an opportunity to make an immediate, visible impact at a pivotal moment for a mission-driven company scaling fast.