Jr. Account Manager - AppFolio Experience Required

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.

• 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 project management tools.

• Minimum 2 years of experience in property management bookkeeping
• Minimum 2 years of experience with AppFolio software (Intermediate level user)
• Excellent customer service skills with a strong focus on client satisfaction
• Demonstrated leadership abilities and experience in managing teams
• Ability to quickly adapt to new software tools and task management platforms (e.g., Asana, G-suite, Dialpad)
• Strong problem-solving skills with a creative and innovative mindset
• Self-motivated and driven to become an expert in AppFolio and Property Management
• Capable of working independently while recognizing the value of seeking assistance when needed
• Strong team player with excellent communication and collaboration skills

• Starting salary at $42,000
• Fully remote -- work from anywhere!
• Health, vision, and dental insurance
• 401(k) with 3% company contribution (not match!)