Accounting / Client Success Director

Remote • Remote
Job Terms:
$115K - $125K
Start date:

Job Description:


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!