Implementation Specialist

4 weeks ago

Pasig, Philippines Right Fit Advisors Full time

Implementation Specialist (Backoffice – Real Estate Accounting) role at Right Fit Advisors

About the role:

We are seeking an Implementation Specialist (Backoffice) to support our Real Estate Accounting & Recruiting tools. This role is highly client-facing and requires strong communication skills, technical aptitude, and a background in accounting, QuickBooks, or real estate back-office operations. You will guide brokerages through setup and onboarding, ensuring their commission splits, recruiting integrations, and back-office processes are configured and running smoothly.

This is an excellent opportunity for professionals with an accounting or RE back office background who are eager to grow in a structured, metrics-driven, client-facing role.

What You’ll Do:

  • Lead client onboarding sessions via camera-on Zoom calls, walking brokerages through backoffice tool setup.
  • Configure and train clients on:
  • Agent commissions & split structures.
  • Recruiting tool integrations.
  • Automation and reporting features.
  • Troubleshoot issues and escalate unique cases when necessary.
  • Maintain a multi-call cadence with clients to verify setup, confirm accuracy, and resolve questions.
  • Shadow, learn, and progressively take ownership of client calls and implementations after training.
  • Use structured SOPs, product documentation, and peer-reviewed case studies to support client needs.

Training Path

  • Days 1–30: Focus on the recruiting tool, what it is, why it’s used, and who uses it.
  • Days 30–60: Transition into the Backoffice Accounting tool, learning its functionality, use cases, and troubleshooting basics.
  • Training includes: Documentation reviews, Shadow calls.
  • 45–60 days: Begin shadowing calls with clients, moving into independent implementation and training sessions.

What We’re Looking For:

  • Required Background (one or more):
  • Accounting experience.
  • QuickBooks training.
  • Real estate accounting account or experience background.

Additional Skills:

  • Strong client-facing communication skills (Zoom calls are required, camera on).
  • Ability to explain technical and accounting processes in clear, client-friendly terms.
  • Comfort with multi-step implementations and long-term client cadences.
  • Strong attention to detail and process adherence.

What’s in it for you?

  • Start strong with $600 while training, then quickly level up to $800 once you’ve settled in.
  • Boost your income with bonuses. We reward reliability, consistency, and great customer satisfaction.
  • With us, it’s not just about a paycheck. It’s about growth, recognition, and building a long-term career you can be proud of.

Seniority level

  • Associate

Employment type

  • Full-time

Job function

  • Administrative, Accounting/Auditing, and Customer Service

Industries

  • Accounting, Business Consulting and Services, and Real Estate
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