
Backoffice Real Estate Accounting Specialist
14 hours ago
Real Estate Accounting Specialist Role
This is a highly client-facing position requiring strong communication skills, technical aptitude, and a background in accounting 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.
About the Job- Main 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.
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 and shadow calls.
- Begin shadowing calls with clients, moving into independent implementation and training sessions after 45–60 days.
Required Skills and Qualifications
- Required Background (one or more): Accounting experience, QuickBooks training, or real estate accounting account/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.
Benefits
- A competitive compensation package.
- A chance to grow in a structured, metrics-driven, client-facing role.
- An opportunity to develop your skills and expertise in real estate accounting and back-office operations.
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