
Implementation Specialist
3 days ago
Implementation Consultant needed to drive Real Estate Accounting and Recruiting tools implementation.
About the Role:
We seek a highly skilled Implementation Consultant to support our clients in setting up and onboarding Real Estate Accounting & Recruiting tools. This role involves guiding brokerages through setup, ensuring commission splits, recruiting integrations, and back-office processes are configured and running smoothly.
This is an excellent opportunity for professionals with accounting or RE back-office background looking to grow in a structured, metrics-driven client-facing role.
Key Responsibilities:
- Lead client onboarding sessions via camera-on Zoom calls, walking brokerages through 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.
Required Skills:
- Accounting experience.
- QuickBooks training.
- Real estate accounting or experience background.
Additional Qualifications:
- 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.
What We Offer:
- A competitive salary, starting at $600 while training, then increasing to $800 once settled.
- Opportunities for bonuses based on performance and customer satisfaction.
- Personal growth, recognition, and career advancement opportunities within a dynamic organization.
Job Details:
- Employment type: Full-time.
- Job function: Administrative, Accounting/Auditing, and Customer Service.
- Industries: Accounting, Business Consulting and Services, and Real Estate.
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