FANTASTIC REMOTE ACCOUNTING/CLIENT SUCCESS DIRECTOR OPPORTUNITY  

Our client, a fast-growing, technology-enabled real estate accounting company that works with real estate companies to automate their back-office financial operations, is looking for a Client Success Director (CSD) with significant real estate accounting experience to oversee the monthly bookkeeping and ensure accuracy across a portfolio of Clients. In this senior level position, you will own a book of Clients and manage a team of 6-10 direct reports.

Job Duties:

• Timely client communication (e.g. responses within 24 hours) when needed
• Oversee work of Account Managers and Bookkeepers; review and approve month end close packages prepared by them, both in the US & offshore
• Manage and provide guidance to direct reports
• Create and manage project plans for Clients
• Onboarding of new clients, including process and documentation preparation
• Develop month-end checklists and timelines for Clients to ensure close is completed in a timely manner
• Answer team member questions, provide support for Client on questions

Qualification & Skills Requirements:

• Bachelor’s degree in Accounting or Finance
• MUST HAVE 5+ years experience working with AppFolio, Yardi. or other real estate accounting software
• 10+ years overall experience in real estate accounting/finance, ideally at an accounting firm working on real estate clients or directly at a real estate investment/development company
• Certified Public Accountant preferred (or equivalent experience)
• Complete knowledge about recording purchases, dispositions, refinancing, capitalization of costs throughout real estate development, and rental property income statements
• Passion for real estate, perfect books and providing business insights to clients
• Strong verbal and written skills as you will be one of the points of contact for the clients
• Ability to manage and lead a team of Bookkeepers and Account Managers, both in the US and offshore
• Able to hit deadlines while staying calm under pressure
• Extremely detail and process oriented - you strive in creating organization and working within a process

We’d Love You If…..

• You are a CPA
• You are entrepreneurial in nature. Our goal is for you to “own” your book of business that will grow over time.
• You have experience managing multiple clients/projects at once
• You have real estate experience outside of accounting
• You have prior ‘Big 4’ work experience
• You have experience with Slack, Google Suite
• You ‘know enough to be dangerous’ when it comes to real estate tax implications
• You are hardworking, but easy to get along with even during times of increased workload
• You are a problem solver always thinking about ways to make things more efficient

Great benefits:

• Competitive salary and bonus
• Fully paid health, dental, and vision benefits for you and your family
• Up to 4% 401k contribution match
• Fully remote (raise your hand for no commute!)
• Unlimited vacation policy - we just expect you to get your work done
• Career growth opportunities
• $2,000 new equipment stipend
• And most importantly, a fast pace, fun, and collaborative work environment!