
Real Estate Accounting Specialist
1 day ago
Job Overview
We are seeking a highly skilled Real Estate Accounting Specialist to support our accounting and recruiting tools. This role requires strong communication skills, technical aptitude, and a background in accounting or real estate back-office operations.
This individual will guide brokerages through setup and onboarding, ensuring their commission splits, recruiting integrations, and back-office processes are configured and running smoothly.
Responsibilities
- Lead client onboarding sessions via Zoom calls, walking brokerages through tool setup.
- Configure and train clients on agent commissions & split structures, recruiting tool integrations, automation and reporting features, and troubleshoot issues 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.
Requirements
- Strong client-facing communication skills (Zoom calls are required).
- 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
- Competitive compensation package.
- Ongoing professional development opportunities.
- A dynamic and supportive work environment.
Additional Information
- Accounting experience is highly desirable.
- QuickBooks training is preferred.
- Real estate accounting experience is essential.
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