Ideal Start Date: Immediately
Location: Remote
Hours of Work: 40-45 hours/week
Compensation: $65k - $75k depending on experience Status: Full-time position
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ProfitCoach was founded on core Christian values that still guide us as we grow and continue to pursue excellence as property management thought leaders. We are grateful for the unique opportunities we’ve been afforded as a company that have led us on a consistent growth trajectory in our industry, and we are thankful for the amazing clients who have trusted us to come alongside them in their own business journey. Our team thrives in a completely remote work environment through high productivity and an emphasis on coaching and professional growth.
WHO WE’RE LOOKING FOR
We are looking for A-players, ready to jump into a thriving, entrepreneurially-driven company that has become the leader in our industry. We value people who are honest, coachable, invested, and willing to give their best to their clients and team. We appreciate growth mindsets, courage, candor, gratitude, and the entrepreneurial spirit that define our fully remote team of professionals. We seek new team members who are all in for the next steps of company growth!
Mission of the Role
The objective of this position is to deliver the ProfitCoach Experience (owning the outcome, ease of doing business, and extraordinary service) to ProfitCoach clients through quality assurance reviews, client relationship and account management that delivers accurate, timely, and efficient full-service accounting, while also maintaining an awareness of the unique needs and profit-growing/stewardship opportunities of each individual client.
Requirements
Key Responsibilities: While other responsibilities may be required within the scope of this position, here is a summary of tasks:
Internal Tasks:
Company and Departmental team meetings
Internal email and Slack correspondence
Skill development reading
Daily task planning
Task-by-task time tracking
Senior Trust Accounting functions:
People
Training the team on new or complex processes
Monitor team performance metrics (Direct Labor Efficiency, Staff Utilization, Staff Hours Budget vs. Actual) alongside the Trust Department Manager
Process
Function as “first in line” to understand new functions, define the process and train the team to carry out the new process
Ensure timely completion of all assigned client tasks
Ongoing process improvement
Client relationships
Lead and participate in new client onboardings
Create spreadsheet and other ad hoc tools as needed to make Trust accounting processes more efficient
Lead and participate in client meetings to discuss accounting and service related questions
Client email correspondence
Create and maintain client communication protocols
We have some communication cadences that need to be formalized, such as:
ProfitCoach Retreat communications
Holiday Hour reminders
PTO heads up
Start of service on-boarding protocol
Management of client relationship, including setting and maintaining expectations
Overseeing issue resolution alongside Trust Department Manager
Maintaining “ADEPT Communication” with clients:
Assess the need
Detail the solution
Energize the conversation
Provide closure
Tell the truth, always
Financials
Review and ownership of financial statements, including:
Reconciliation review
Reports (owner statements, income statement, balance sheet)
Other crosschecks
Accounting functions
Bank reconciliation
Financial diagnostics
Billing
Payment processing
Owner statement processing
Security Deposit processing
Other accounting tasks
Ability to manage client relationships and deliver the ProfitCoach experience (owning the outcome, ease of doing business, and extraordinary service)
Ability to oversee the execution of routine and non-routine (clean up, onboarding) services
Advanced problem-solving skills
Ability to write, improve, and train on new Trust accounting processes
Bookkeeping experience with a focus on accuracy, timeliness and efficiency
Excellent verbal and written communication
Proficiency with Microsoft Excel
Ability to define and document new processes
Basic ability to read and analyze financial statements
Ability to quickly learn and master new cloud-based software applications
Expert Proficiency with AppFolio
Proficiency with Rentvine (preferred) Role Functions and Client Support Scope
Oversight of Functions:
Inbox management
Owner statements
Owner Distributions
Entering correcting entries
Posting Late fees (to include eviction notices)
Meeting client deadlines
Servicing client nuances
Approval of Functions:
Online payables (eChecks, BillPay Checks)
Direct ACH payments
Audit packages
Weekly Update emails
Ownership of Functions:
Client and team communication
Team training and delegation
Liaison with Corporate department as needed
1099s and EOY reports
High-level accounting requests
Crosschecks to include:
Bank transfers
Negative balances
Journal entries
Corporate property activity
Diagnostics
Inbox review for PC Experience
Specific items as required per client
Administrative Expectations:
Watch for training & delegation opportunities
Own and manage any needed adjustments in process or process improvement
Own any new ad hoc reporting requests
Regularly review client numbers and create/implement plans to keep numbers within budget
Prepare and lead department-wide trainings as requested
Research and test new software updates
Coordinate client clean up projects
Coordinate new client on-boarding processes Culture Fit/Core Values
Think Abundantly
Own the Outcome
Be Courageous
Leverage Your Talents
ADEPT Communication
Assess the Need
Detail the Solution
Energize the Conversation
Provide Closure
Tell the Truth, Always Benefits
Salary
PTO
Health stipend If this role sounds like a great fit for you, we’d love to hear from you! Apply today and help us take our trust accounting department to the next level.
