Real Estate Back Office Specialist

2 days ago

Davao City, Davao, Philippines beBeeImplementation Full time ₱600 - ₱800
Back Office Implementation Specialist

We are seeking a seasoned professional to support our Real Estate Accounting and Recruiting tools. This role is highly client-facing and requires strong communication skills, technical aptitude, and a background in accounting, QuickBooks, or real estate back-office operations.

You will guide brokerages through setup and onboarding, ensuring their commission splits, recruiting integrations, and back-office processes are configured and running smoothly.

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.

In this role, you'll work closely with clients to understand their needs and provide tailored solutions. If you have a passion for accounting, technology, and exceptional customer service, we'd love to hear from you

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