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.

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