
Senior Business Process Implementer
1 week ago
We are seeking an Implementation Specialist 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. The successful candidate 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.
Key Responsibilities:- 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.
- Familiarize yourself with the recruiting tool and its functionality.
- Transition into the Backoffice Accounting tool, learning its use cases and troubleshooting basics.
- Begin shadowing calls with clients, moving into independent implementation and training sessions.
- Required Background: One or more of the following:
- Accounting experience.
- QuickBooks training.
- Real estate accounting account or experience background.
- A competitive starting salary and opportunities for growth and advancement.
- A supportive team environment with regular feedback and coaching.
- The chance to develop your skills and expertise in a dynamic industry.
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