Account Manager – Trust Accounting

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Rex Software

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏠 Real Estate

☁️ SaaS

⚡ Productivity

Real Estate • SaaS • Productivity

Rex Software is a comprehensive software platform designed for real estate agencies. It offers a suite of tools for managing sales, rentals, property management, marketing, agency websites, and customer service. Rex provides solutions that enhance productivity and streamline real estate operations through features such as a CRM, AI-driven marketing, automated workflow, and seamless integrations. The platform is tailored to meet the needs of agents, admins, and property managers, helping them to improve efficiency, communication, and customer experience in real estate transactions.

📋 Description

• Lead the onboarding of new clients, ensuring a seamless transition into Rex RealTrust systems and processes • Act as the primary relationship manager for your assigned client portfolio • Conduct regular client meetings, progressing from onboarding check-ins to ongoing relationship reviews • Monitor client satisfaction and proactively address concerns • Drive continuous improvement initiatives that enhance both the client experience and operational efficiency • Act as the voice of the client within the business • Coordinate workload and portfolio allocation across Team Leads, Trust Accountants and Property Management Assistants to ensure balanced resourcing

🎯 Requirements

• Demonstrated commercial property management experience using Cirrus8 • Proven experience in both Commercial Property Management and Trust Accounting • Strong understanding of commercial property operations, trust accounting processes and industry legislation • Excellent client relationship and stakeholder management skills • Outstanding verbal and written communication skills • Confidence leading client meetings, presentations and training sessions • Strong organisational skills with the ability to manage multiple priorities and client portfolios • A proactive, solutions-focused mindset with excellent problem-solving ability • Commercial awareness and a commitment to delivering exceptional client outcomes.

🏖️ Benefits

• Competitive salary • Performance incentive program