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Account Manager

Role overview

Summary

This role is for an Account Manager at Rex RealTrust, responsible for managing the client portfolio lifecycle from onboarding to relationship management. You will collaborate with various teams to ensure high-quality service delivery and continuous improvement, ultimately enhancing client satisfaction and retention.

Qualifications

  • 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.

Responsibilities

  • Lead the onboarding of new clients, ensuring a smooth transition into Rex RealTrust systems and processes
  • Act as the primary relationship manager for assigned clients
  • Partner with Team Leads to ensure Trust Accountants are meeting client expectations
  • Act as the central feedback link between clients, operations and leadership

Key facts

Hard skills

Other skills

  • Communication
  • Organizational Skills
  • Problem Solving

About the company

Rex Software logo

Rex Software

  • PropTech & ConTech
  • SME
  • 51–200
Rex is the real estate platform trusted by 10,000+ agents and 2,500+ agencies across Australia, New Zealand, and the UK. We help agencies win more listings, close more deals, and grow faster with real estate agency CRM, AI tools, marketing services, website building, and property management tools built to work together on one platform. Backed by a local support team and a 97% customer satisfaction score, Rex isn't just software. It's the engine behind high-performance agencies. Welcome to your property grow-how.

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Job description

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

Compensation: 115000

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