Location: Remote Nationwide

Salary (DOE): $58,000 - $68,000

Job Summary & Responsibilities

This position is responsible for providing exceptional customer service to the organization’s clients. Duties include onboarding and training of new clients, trouble-shooting technology issues, and maintaining strong client relationships. Supports more complex transactions with demonstrated industry knowledge.

• Executing on subject matter experts’ consultations with clients
• Preparing transactional documents and agreements both manually and via software applications related to company service offerings.
• Maintaining client files, reports and providing administrative support as may be required
• Assisting with cash management (banking and funding) to service client accounts
• Providing support to clients including troubleshooting and problem escalation as needed
• Providing strong, consistent customer service to all clients and maintains client relationships
• Assisting with onboarding and training of new clients and retention of existing clients
• Fielding inquiries from clients via phone, email, and web-leads
• Good knowledge and understanding of 1031 exchanges
• Ability to handle a greater volume of preparing transactional documents and agreements both manually and via software applications related to company service offerings
• Have working knowledge of interrelationship of forward exchanges with parking exchanges
• Ability to manage account relationships
• Responsible for more complex exchange transactions
• Conversant with more complicated issues that can arise in exchange administration such as:
  • Individual or entity that owns replacement property desired by the taxpayer
  • Individual or entity that owns replacement property desired by the taxpayer. Seller financing
  • Mixed use of property (i.e., farmhouse on farmland, home office within home)
  • Related Party transactions
  • Credits of rent and security deposit exchange implications
  • Exchanging in or out of personal residences/vacation homes and investment property
  • Drop & Swap issues
  • Refinancing relinquished and replacement properties
  • Holding period requirements
  • Same taxpayer issues
  • Understanding nature of different entities such as general partnerships, limited partnerships, LLCs, TICs, DSTs, Subchapter S corps and C Corps
  • Escalating and assisting with issues and problems through issue resolution
  • Additional tasks or responsibilities as needed by the company

PREFERRED QUALIFICATIONS 

• Bachelor's Degree in related field or equivalent experience
• 3-7 years of applicable experience
• Working towards Certified Exchange Specialist (CES) Designation
• Title and An escrow agreement provides for the placement of money or other assets in the control of an independent third party in order to protect the parties involved in a transaction. The funds or assets are held by the escrow agent until it receives the appropriate instructions or until predetermined contractual obligations contained in the escrow agreement have been fulfilled. An escrow agreement provides for the placement of money or other assets in the control of an independent third party in order to protect the parties involved in a transaction. The funds or assets are held by the escrow agent until it receives the appropriate instructions or until predetermined contractual obligations contained in the escrow agreement have been fulfilled. Escrow /Real Estate experience preferred
• Expert written, oral, and interpersonal communication skills.
• General understanding of 1031 exchanges.
• High level of competency working with Microsoft Office suite and cloud-based applications.
• Strong time-management and prioritization skills.
• Experience working both independently and, in a team-oriented, collaborative environment.
• Familiarity with the Agile values and principlesThe Colorado Equal Pay for Equal Work Act requires employers in the state of Colorado to disclose the following information. If the position applied to is not located in Colorado, the following information may not apply. Salary Minimum: $50,000 Salary Maximum: $68,000. The range listed is just one component of Inspira's total compensation package for employees. In addition, Inspira provides a variety of benefits to employees, including health/dental/vision insurance coverage, life insurance, disability insurance, 401k, paid holidays and paid time off (PTO).

COMPENSATION & BENEFITS

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities.

Accruit is an Inspira Financial Solution. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

Visit Careers Page to Apply for the Exchange Officer Position

Location: California Region (Remote, must be located in CA)

Salary (DOE): $80,000 - $100,000

Job Summary & Responsibilities

The Senior Account Executive role is responsible for driving company growth by finding new customers to offer Accruit’s 1031 solutions. Duties include researching and identifying potential prospects, closing new sales, evolving the organization’s product to expand into new areas, developing onboarded relationships. This role is responsible for hitting monthly sales goals, contributing to market research, and identifying areas of opportunity for new value-add services. Senior Account Executives have demonstrated a track record of performance in meeting their goals.

• Leverage network to further develop Accruit’s unique suite of 1031 exchange solutions focused primarily on their geographic region but also nationally
• Engage prospective customers such as title companies, real estate brokers/agents, CPA’s, attorneys and wealth advisors to expand awareness, educate, ask for referrals, identify new opportunities and develop customer intelligence
• Respond, engage and qualify inbound leads and inquiries
• Design, develop, and deliver sales proposals and presentations on product benefits
• Actively and consistently support all efforts to simplify and enhance the customer experience
• Host seminars and webinars on various topics related to 1031 exchange (after absorbing necessary knowledge)
• Maintain all sales databases necessary to report sales activity and customer information
• Effectively partner with other business services support groups, including sales support and marketing personnel
• Attend all sales meetings and training sessions as required by management
• Host seminars and webinars on various topics related to 1031 exchange (after absorbing necessary knowledge)
• Provide insights and feedback to company leadership

MINIMUM QUALIFICATIONS 

• Bachelor’s Degree or equivalent experience 

PREFERRED QUALIFICATIONS 

• 5+ years Sales Experience

Behaviors & Traits

• Company Values: Creative, Collaborative, Competitive, and Curious
• Strategic 
• Creative, “idea person” 
• Always striving, never satisfied 
• Willing to learn and unlearn 
• Open to receiving and providing feedback 
• Flexible and adaptable 
• Highly self-motivated and directed. 

COMPENSATION & BENEFITS

The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

Accruit is an Inspira Financial Solution. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.

Visit Careers Page to Apply for the Sr. Account Executive Position