Job Description
Job Description
Location: Rogers, AR
Employment Type: Full-Time
About Us
We are a growing commercial real estate firm seeking a highly organized, detail-oriented, and results-driven professional to oversee key operational, financial, and administrative functions. While Salesforce administration (Rethink CRM) will be a central focus, this role will also be responsible for managing company KPIs, developing and implementing standard operating procedures (SOPs), overseeing accounts receivable/payable, financial forecasting, budgeting, and ensuring smooth employee onboarding.
Key Responsibilities
Salesforce Administration & Optimization
- Serve as the primary Salesforce administrator, ensuring system functionality, data integrity, and user support.
- Work closely with Rethink CRM support to customize workflows, features, and reporting to align with business goals.
- Automate deal invoicing processes, including creation, sending, and tracking of invoices across multiple entities.
- Maintain and update invoice records to track unbilled revenue and commissions.
- Build and manage dashboards, analytics, and reports to support leadership and finance teams.
Financial Management & Forecasting
- Oversee accounts receivable/payable processes for multiple entities.
- Manage payroll using ADP, ensuring compliance with applicable regulations.
- Assist with reconciliations, expense tracking, and financial reporting.
- Lead financial forecasting and budgeting in coordination with leadership.
KPI Tracking & SOP Development
- Identify, track, and report on key performance indicators across the brokerage enterprise.
- Develop, document, and maintain SOPs using tools like SweetProcess to ensure operational consistency.
- Leverage EOS (Entrepreneurial Operating System) tools—such as Scorecards, Rocks, and Level 10 Meetings—to align company processes with strategic goals.
Employee Onboarding & Administration
- Manage employee onboarding processes, including collecting and processing new hire paperwork.
- Coordinate enrollment in insurance, benefits, and other employee programs.
- Maintain accurate employee records in compliance with company and legal requirements.
Preferred Qualifications
- Advanced Salesforce skills, including CPQ, deal management, and invoice automation.
- Experience with QuickBooks Desktop and QuickBooks Online.
- Familiarity with ADP payroll systems.
- Knowledge of EOS methodologies and SweetProcess for SOP documentation.
- Strong organizational, analytical, and communication skills.
Job Tags
Full time,