Account Manager
Core
Own the end-to-end lifecycle of a commercial property client portfolio, ensuring high-quality trust accounting and property management services.
Role type
Senior Account Manager (Commercial Property)
Builds
Commercial property trust accounting and property management services for agencies
Domain
Commercial Property Management / Trust Accounting
Deliverable
client delivery
Required skills
Commercial property management experience, Trust accounting expertise, Cirrus8 platform proficiency, Client relationship management, Stakeholder management, Process improvement, Team coordination, Risk identification, Quarterly business review facilitation
Preferred skills
Commercial awareness, Problem-solving, Training delivery
Technologies
Cirrus8
Responsibilities
Lead client onboarding and system alignment, Act as primary point of contact for assigned clients, Coordinate resources across Trust Accountants and Property Management Assistants, Conduct quarterly business reviews and client visits, Manage workload and portfolio allocation for operational teams, Escalate risks and drive service improvements
Seniority
Senior, hands-on IC