Location: Denver, CO

Job Summary: 

The Sales Executive Role is responsible for driving company growth by finding new customers to offer Accruit Holding’s Core Business and Software services, Managed Service and SaaS. Duties include converting inbound leads, prospecting new potential clients, concerted outbound call and email efforts, and setting presentations and closing conversations for Account Executives (AE’s).

Job Description:

• Respond, engage and qualify inbound leads and inquiries
• Self-generate a significant portion of leads by contacting prospective clients by telephone, email or other means and leading initial interactions
• Conduct technical and engaging conversations over the phone, text, and email 
• Develop and maintain expertise in the company’s service offering
• Schedule discovery conversations and presentations between prospects and AE’s
• Achieve a monthly quota for outbound activities (calls, emails, talk time) and transfers to AE’s
• 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
• Host weekly seminars and webinars on various topics related to 1031 exchanges (after absorbing necessary knowledge)
• Attend all sales meetings and training sessions as required by management 
• Additional tasks or responsibilities as needed by the company

Required Qualifications:

• Bachelor’s Degree or equivalent experience
• Excellent phone, writing and listening skills
• Understanding of sales performance metrics
• Ability to deliver engaging presentations

Preferred Qualifications of Position:

• 1+ years inside sales experience
• Experience in residential or commercial real estate
• Experience presenting to groups of 20-50 attendees

Compensation Structure:

Hiring for 2 Positions

Location: Austin, Dallas, Houston, TX; Phoenix, Tucson, AZ; Southern or Northern CA. 

Job Summary

The Sr. Account Executive role is responsible for driving company growth by finding new customers to offer Accruit Holding’s service directly or through channels. Duties include converting inbound leads, researching and identifying potential prospects, evolving the organization’s product to expand into new areas, and contacting existing clients. This role is also responsible for hitting monthly sales goals, contributing to market research, and identifying areas of opportunity for new value-add services.

Job Description

• Respond, engage and qualify inbound leads and inquiries
• Achieve a monthly quota for development activities (calls, emails, talk time) and sales
• Engage current and past customers to expand awareness, educate, ask for referrals, identify new opportunities and develop customer intelligence
• Self-generate a portion of leads by contacting prospective clients by telephone, email or other means
• Develop expertise in the company’s service offering
• Design, develop, and deliver sales proposals and presentations on product benefits
• Hold intelligent and engaging conversations over the phone and via email
• 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
• Engage in daily standups by creating a collaborative environment that challenges team members
• Provide Insights and feedback to company leadership
• When appropriate, assist with new hire onboarding and training
• Additional tasks or responsibilities as needed by the company

Minimum Qualifications

• 5+ years sales experience
• Bachelor’s Degree or equivalent experience
• Excellent phone, writing and listening skills
• Understanding of sales performance metrics
• Ability to deliver engaging presentations

Preferred Qualifications

• Experience in residential/commercial real estate transactions preferred
• Experience presenting to groups of 20-50 people

Compensation Structure:   

Salary Range (DOE): $65,000 - $75,000

Job Summary

The Business Analyst role at Accruit will be responsible for gathering, refining, and managing requirement efforts for software development with the possibility of projects outside of software development.  The Business Analyst will be responsible for functional testing for Accruit’s software platforms and take ownership for the quality of user stories that are developed. 

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES 

• Proven ability to perform all Client Services Coordinator duties and responsibilities including:
• Provide a bridge between the business (including internal and external clients) and technology teams, communicating clearly and effectively to both groups
• Effectively capturing business requirements to write user stories to be used in the design and development of technical solutions (whether a new solution or a change to an existing system)
• Communicating effectively with business stakeholders to acquire user feedback and refine requirements
• Writing clear acceptance criteria
• Communicating with Product Owner on product roadmap, backlog grooming, prioritization of requirements and fleshing out the sprint/release plans
• Verifying that the code meets the acceptance criteria through user acceptance testing and pre-release testing.
• Providing inputs for test plans
• Help with troubleshooting issues and support requests
• Field questions from clients and assist them working through software functionality issues
• Attend prospect and client meetings to collect requirements and give timely updates to clients on their progress
• Assist Product Owner with reporting and organizational tasks
• Document product functionality
• Educate and train users on new and existing functionality
• Participate in Security Team meetings and assist with documentation of and adherence to security policies and procedures
• Additional tasks or responsibilities as needed by the company.

MINIMUM QUALIFICATIONS – REQUIREMENTS OF POSITION

• Bachelor’s degree in Computer Science, Information Systems, Software Engineering, or equivalent knowledge, skills and experience
• 1-3 years’ experience in an E-business/Web environment
• Familiarity with the Agile values and principles
• Experience with the Scrum framework.
• Knowledge of enterprise and application security principals a plus

BEHAVIORS & TRAITS

• Company Values: Creative, Collaborative, Competitive
• Highly self-motivated and directed
• Innovative
• Confident but humble
• Open to training and learning
• Flexible and adaptable
• Serious about the job but good-humored

KNOWLEDGE AND SKILLS

• Ability to learn and retain complex business requirements and be able to understand and communicate how those are effectuated in the product
• Proficiency in developing Agile User Stories, working with Sprint teams in the sprint grooming, planning, and estimating
• Proficiency in translating business requirements for technical evaluation and support
• Proficiency in translating technical questions or concerns into the business context for clarification and disposition
• Proficiency in the Microsoft Office suite, particularly Excel and Power Point
• Proficiency in Microsoft Azure DevOps a plus
• Comfortable and knowledgeable working in an Agile environment using standard Software Development Life Cycle approach<
• Able to communicate effectively with non-technical staff and with members of cross functional teams
• Flexible and adaptable; willing to learn and understand new technologies
• Ability to conduct research into software-related issues and products
• Highly self-motivated and directed
• Proven analytical and problem-solving abilities, results oriented, and common sense.
• Ability to effectively prioritize and execute tasks to meet project deadlines
• Strong written, oral, and interpersonal communication skills
• Enjoys and takes pride in their work, loves to help people and can work well independently or in groups (internal staff and external clients)
• Assist development and maintenance of velocity and quality metrics for the development team
• Ability to demonstrate and hold others accountable for organizational values of:  Teamwork, Accountability, and Problem Solving
• Ability to learn new technologies quickly, step outside your own comfort zone and handle unfamiliar challenges enthusiastically.<
• Willingness to jump in wherever help is needed and get hands dirty to get the job done<

POSITION TYPE AND EXPECTED HOURS OF WORK

• This is a full-time position with 40+ hours of work expected each week.
• 1-2 days per week required in the office.
• No travel is expected with this position.

LOCATION AND TELECOMMUTING

• This position is based out of Accruit's Headquarters in Denver, but with a telecommuting option (as permitted).

Salary Range (DOE): $50,000 - $80,000

Job Summary

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.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES 

Proven ability to perform all Client Services Coordinator duties and responsibilities including:

• 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. 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.

MINIMUM QUALIFICATIONS – REQUIREMENTS OF POSITION

• Bachelor’s Degree in related field or equivalent experience.

• 3-7 years’ experience

PREFERRED QUALIFICATIONS OF POSITION

• Working towards Certified The transfer of the relinquished property to the Qualified Intermediary, and the receipt of the replacement property from the Qualified Intermediary is considered an exchange. To be compliant with IRC Section 1031, the transaction must be properly structured, rather than being a sale to one party followed by a purchase from another party. 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. Escrow /Real Estate experience preferred.

BEHAVIORS & TRAITS

• Company Values: Creative, Collaborative, Competitive

• Highly ethical

• Comfortable not knowing answers, but resourceful and able to resolve issues

• Open to receiving and providing feedback

• Sociable – client facing

• Flexible and adaptable

• Highly self-motivated and directed

• Curious / Inquisitive

• Detail-oriented

• Partnering

• Confident

• Open to training and learning

KNOWLEDGE AND SKILLS

• 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 principles

POSITION TYPE AND EXPECTED HOURS OF WORK

• This is a full-time position with 40+ hours of work expected each week.

• Some travel is expected for clients and conferences.

LOCATION AND TELECOMMUTING

• This position is based out of various Accruit locations across the country.