Technical Implementation Professional

1 day ago

Pulong Santa Cruz, Calabarzon, Philippines beBeeImplementation Full time ₱60,000 - ₱80,000
Technical Implementation Professional

This role is for a technical implementation professional who will support our real estate accounting and recruiting tools. The ideal candidate has strong communication skills, technical aptitude, and a background in accounting or real estate back-office operations.

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.
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.
Requirements:
  • 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.

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