
Implementation Consultant
1 day ago
Job Title: Implementation Specialist
About the Role:
We are seeking a skilled professional 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 or real estate back-office operations.
The ideal 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 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.
- Begin shadowing calls with clients, moving into independent implementation and training sessions.
Requirements:
- Accounting experience or QuickBooks training.
- Real estate accounting account or experience background.
- 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.
Benefits:
- A competitive salary and bonuses.
- A chance to grow and develop your career in a structured environment.
- A team that values recognition and reward for great performance.
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