Account Manager

Posted 13 Days Ago
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Hiring Remotely in Western Australia, AUS
Remote
Mid level
Real Estate • Software
The Role
Own the full client portfolio lifecycle, including onboarding, relationship management, service optimization, reporting, and retention. Coordinate Trust Accountants, Property Management Assistants, and Team Leads to ensure quality delivery, balanced workloads, and proactive issue resolution. Lead client meetings, business reviews, feedback processes, escalations, and occasional training. Drive continuous improvement and strengthen client satisfaction across commercial property management and trust accounting services.
Summary Generated by Built In

About Rex RealTrust

Rex RealTrust is part of the Rex, Cirrus8 and RealTrust Group, delivering trusted commercial property accounting and property management solutions to agencies across Australia.

We partner with commercial property agencies to provide reliable trust accounting, property management support and operational expertise, allowing our clients to focus on growing their business while we take care of the day-to-day financial and operational administration. Our reputation is built on consistency, accuracy and a genuine commitment to exceptional client service.

About the Role

As an Account Manager at Rex RealTrust, you will own the end-to-end lifecycle of your client portfolio, from onboarding through to long-term relationship management and service optimisation.

Reporting to the Operations Manager, you will work closely with Team Leads, Trust Accountants and Property Management Assistants to ensure clients receive a consistent, high-quality service. Acting as the primary point of contact for your clients, you will build trusted relationships, proactively identify risks and opportunities, coordinate resources across the operational teams and drive continuous improvement to ensure every client receives exceptional service.

This is a hands-on, commercially focused role suited to someone with extensive experience in commercial property management who enjoys partnering with clients, improving processes and helping teams deliver outstanding outcomes.

What You’ll Be Responsible For

Client Onboarding

  • Lead the onboarding of new clients, ensuring a smooth transition into Rex RealTrust systems and processes
  • Understand existing client workflows and align them with Rex RealTrust best practice
  • Partner with Trust Accountants and Property Management Assistants during the first two to four weeks (depending on complexity) to establish strong foundations

Client Relationship Management

  • Act as the primary relationship manager for assigned clients
  • Schedule regular client check-ins (weekly during onboarding, transitioning to monthly once embedded)
  • Conduct client visits where appropriate to strengthen partnerships
  • Monitor service satisfaction and gather client feedback
  • Develop and deliver quarterly business review meetings

Team Collaboration & Oversight

  • Partner with Team Leads to ensure Trust Accountants are meeting client expectations
  • Provide structured feedback to Team Leads and support quality assurance escalations
  • Work with the Training Manager to identify capability gaps and training needs
  • Deliver occasional group training sessions to uplift capability across teams
  • Manage workload and portfolio allocation across Team Leads, Trust Accountants and Property Management Assistants to ensure balanced and efficient resourcing
  • Facilitate regular team segment meetings to track performance and workforce effectiveness

Feedback, Reporting & Continuous Improvement

  • Act as the central feedback link between clients, operations and leadership
  • Escalate recurring issues and risks in a timely and considered way
  • Provide regular reporting on client health, risks and opportunities
  • Ensure client satisfaction feedback and insights drive tangible service improvements

What Success Looks Like

  • Strong, long-term client relationships
  • High levels of client retention and satisfaction
  • Onboarding delivered within agreed service timeframes
  • Efficient, productive teams with balanced workloads
  • Clear escalation pathways and proactive issue resolution
  • Ongoing improvements in service quality and team capability

What We’re Looking For

  • Demonstrated commercial property management experience using Cirrus8.
  • Proven experience in both Commercial Property Management and Trust Accounting.
  • Strong understanding of commercial property operations, trust accounting processes and industry legislation.
  • Excellent client relationship and stakeholder management skills.
  • Outstanding verbal and written communication skills.
  • Confidence leading client meetings, presentations and training sessions.
  • Strong organisational skills with the ability to manage multiple priorities and client portfolios.
  • A proactive, solutions-focused mindset with excellent problem-solving ability.
  • Commercial awareness and a commitment to delivering exceptional client outcomes.

Why Join Rex RealTrust?

  • Be part of a growing, trusted group supporting property agencies across Australia
  • Play a key role in shaping client experience and driving operational excellence
  • Work closely with engaged leaders and collaborative, supportive teams
  • Enjoy a competitive salary plus an incentive program that rewards performance and contribution
  • Make a meaningful impact for clients, your team and the wider business

Skills Required

  • Demonstrated commercial property management experience using Cirrus8
  • Experience in commercial property management and trust accounting
  • Strong understanding of commercial property operations, trust accounting processes, and industry legislation
  • Excellent client relationship and stakeholder management skills
  • Outstanding verbal and written communication skills
  • Confidence leading client meetings, presentations, and training sessions
  • Strong organizational skills with the ability to manage multiple priorities and client portfolios
  • Proactive, solutions-focused mindset with excellent problem-solving ability
  • Commercial awareness and commitment to delivering exceptional client outcomes
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The Company
HQ: Newstead, Queensland
78 Employees
Year Founded: 2010

What We Do

We work at the edge of technology, keeping usability and simplicity at our core. We believe software should be easy to use, satisfying to work with and - most importantly - make you better at what you do. That’s why over 10,000 agents across Australia, New Zealand and the United Kingdom trust us to help them succeed, every day. We’ve seen single offices close 815 sales in a year, and single agents close 114 of those. And we’ve been there by their side, with the champagne. It’s our goal to deliver the very best product, again and again, constantly improving and releasing new solutions to keep our users ahead of the game.

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