About the Role
We are seeking a proactive and detail-oriented Real Estate Accounting Support Specialist
with a strong accounting background to join our team. This role is not purely technical it's about supporting clients in setting up, learning, and maximizing software or CRM solutions, while ensuring their accounting or real estate financial processes integrate smoothly.
The ideal candidate has hands-on experience with QuickBooks or real estate accounting systems, strong communication skills, and the ability to guide clients confidently through implementation via Zoom calls and virtual sessions.
Key Responsibilities
- Lead client onboarding and software/CRM implementation processes, ensuring smooth setup and alignment with accounting workflows.
- Conduct Zoom-based client training sessions, walkthroughs, and troubleshooting.
- Act as the primary point of contact for implementation support, bridging between technical teams and end-users.
- Configure systems based on client needs (accounting workflows, reporting structures, data migration, etc.).
- Collaborate with internal teams to address client feedback and ensure successful adoption.
- Provide post-implementation support, ensuring clients are comfortable using the platform and getting the most out of its features.
- Document client requirements, progress, and support notes accurately.
Qualifications
- Background or Experience in Accounting, Finance, or Real Estate Accounting Accounts.
- Proficiency with QuickBooks and/or similar accounting software.
- 1 year of experience in software, app, CRM, or SaaS implementation support.
- Strong verbal communication and presentation skills, confident in leading client-facing calls.
- Excellent problem-solving abilities and patience in guiding users step-by-step.
- Organized, detail-oriented, and able to manage multiple client projects at once.
- Must have 200 mbps speed internet (Non-Negotiable)
- Must have Single or Dual Monitor.
Preferred Skills
- Experience in real estate accounting or property management systems is a plus.
- Familiarity with project management or CRM platforms.
- Ability to translate technical steps into clear, user-friendly instructions.
Training Path
- Days 130: Focus on the recruiting tool, what it is, why it's used, and who uses it.
- Days 3060: Transition into the Backoffice Accounting tool, learning its functionality, use cases, and troubleshooting basics.
Training includes:
- Documentation reviews.
- Hands-on assessments.
- Shadow calls.
- Peer ticket reviews.
4560 days: Begin shadowing calls with clients, moving into independent implementation and training sessions.
What We Offer
- Start strong with $600 while training, then quickly level up to $800 once you've settled in, and performance incentives and bonuses.
- Collaborative and supportive work environment.
- Opportunities for professional growth in both accounting and implementation support.
- Remote-friendly, with flexible schedules aligned to client needs and a long-term permanent role.
