A
Jr. Account Manager - AppFolio Experience Required
APM Help
82d ago
0DesignRemote, USjobspy_indeed
remoteindeed
Job Description
**Job description**
Property Management Bookkeeping Jr. Account Manager – Must have AppFolio software experience
**Company Overview:**
APM Help is a dynamic and rapidly\-growing company that empowers property management companies to scale effectively through a comprehensive range of back office services, including bookkeeping, consulting, maintenance coordination, and more. Our specialized AppFolio Trust Account Bookkeeping service handles all back\-office accounting tasks, including bank reconciliations and move\-outs, allowing our clients to focus on growing their businesses.
We are seeking motivated individuals for the role of Jr. Account Manager. Candidates must be eager to become industry experts in Property Management and possess proficiency in the AppFolio software platform. If you enjoy problem\-solving, collaborating with self\-starters, and thrive in an exciting, innovative environment, this role may be the perfect fit for you.
**Responsibilities:**
* Serve as the main point of contact and trusted advisor for a portfolio of bookkeeping clients, building strong professional relationships and providing exceptional customer service.
* Act as a subject matter expert on AppFolio software, staying updated on the latest features, enhancements, and best practices, and effectively communicating this knowledge to clients.
* Conduct regular check\-ins and meetings with clients to understand their evolving needs, address any concerns or issues, and identify opportunities for improving their bookkeeping processes.
* Collaborate with clients to develop customized solutions and workflows tailored to their specific property management requirements, leveraging the capabilities of the AppFolio platform.
* Ensure a smooth transition for new clients with a comprehensive understanding of their business operations, financials, and reporting needs.
* Train and mentor a team of bookkeepers, providing guidance and support in their day\-to\-day tasks, addressing queries, and fostering their professional development.
* Monitor and review the work performed by bookkeepers, ensuring accuracy, adherence to industry standards, and compliance with financial regulations.
* Continuously assess and optimize bookkeeping processes, identifying opportunities for automation, efficiency improvements, and cost savings.
* Collaborate with internal teams, such as Sales and Marketing, to drive client retention, identify upselling opportunities, and contribute to the overall growth and success of APM Help.
* Actively contribute to the development and refinement of APM Help's service offerings, sharing insights and feedback from clients to drive continuous improvement.
* Participate in team meetings, training sessions, and professional development activities to enhance knowledge and skills related to property management, bookkeeping, and the AppFolio software.
* Maintain accurate and detailed records of client interactions, activities, and progress using internal CRM and proj
