ImplementationProjectCoordinator

Job Title: Implementation Specialist

We are seeking an experienced professional to fill the role of Implementation Specialist.

This position involves supporting our clients in setting up and onboarding their Real Estate Accounting & Recruiting tools. The ideal candidate will have strong communication skills, technical aptitude, and a background in accounting or real estate back-office operations.

The successful candidate will guide brokerages through the setup process, ensuring that 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.

• 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.

Key Skills and Qualifications

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

Benefits Package

• A competitive compensation package starting at $600 while training, then increasing to $800 once settled.
• Opportunities for bonuses based on performance and customer satisfaction.

What We Offer

• A dynamic work environment with opportunities for growth and recognition.
• A supportive team dedicated to helping you succeed.

Job Category

• Administrative, Accounting/Auditing, and Customer Service

Industry

• Accounting, Business Consulting and Services, and Real Estate

Keyword: ClientFocusedImplementation