SERHANT.

Agent

• Assist in executing the onboarding process for new agents, ensuring a smooth and personalized experience.
• Lead weekly group onboarding sessions for new agent cohorts.
• Conduct 1:1 check-in calls with new agents during their first 90 days to reinforce training and offer guidance.
• Track and manage agent learning outcomes to ensure measurable progress through onboarding milestones.
• Become fully proficient in the SERHANT. ecosystem to provide support, answer questions, and resolve agent issues.
• Support faster agent proficiency by encouraging early and effective adoption of key tools and systems.
• Respond to agent inquiries promptly and professionally regarding technology, workflows, and expectations.
• Contribute to enhancements of the onboarding roadmap based on agent feedback and department priorities.
• Utilize internal AI tools and proprietary technology to create efficiencies in onboarding and support.
• Assist in handling S.MPLE requests with high-quality deliverables and timely turnarounds.
• Deliver outstanding customer service to create a welcoming and empowering experience for new agents.
• Meet performance expectations and contribute to departmental goals and KPIs, including agent engagement, onboarding outcomes, S.MPLE adoption, and service quality benchmarks.
• Participate in department meetings and cross-functional collaboration efforts to continuously improve the onboarding process.

Agent Advisor, Onboarding

Accounting Manager

• Own brokerage accounting operations for assigned markets.
• Audit brokerage deals and commission calculations for accuracy.
• Review referrals, co-brokes, silent overrides, and special commission arrangements.
• Manage post-close adjustments, clawbacks, commission corrections, and payment exceptions.
• Monitor automated Total Brokerage to Ramp payment workflows and investigate discrepancies.
• Partner with Operations and market leadership to resolve transaction issues.
• Support month-end close and audit readiness.
• Document recurring exceptions and identify automation opportunities.

Brokerage Accounting Specialist

Operations

• The Sales Operations & Growth Enablement Manager serves as the operational backbone of the Strategic Growth Department.
• This individual is responsible for driving accountability, CRM ownership, reporting, performance analytics, meeting preparation, travel coordination, and operational excellence across the recruiting and expansion organization.
• The ideal candidate is highly organized, detail-oriented, analytical, proactive, and capable of managing multiple priorities in a fast-paced, high-growth environment.

Sales Operations, Growth Enablement Manager

Accountant

• Prepare journal entries, accruals, prepaid schedules, amortization entries, and reconciliations across multiple entities.
• Support month-end, quarter-end, and year-end close processes.
• Maintain balance sheet reconciliations and investigate discrepancies proactively.
• Assist with audit support schedules, reporting deliverables, and internal control documentation.
• Manage high-volume intercompany revenue and expense allocations and reconciliations.
• Support brokerage transaction accounting, commission activity, and revenue reconciliations.
• Ensure accurate entity coding and transaction-level accounting across brokerage and operational entities.
• Assist with onboarding new markets, states, and entities into accounting workflows.
• Identify opportunities for automation, process improvement, and operational efficiencies.
• Support accrual-based revenue recognition implementation and scalable accounting procedures.
• Partner cross-functionally with Brokerage, Treasury, Operations, and Finance teams on projects and analysis.

Senior Staff Accountant

Product Manager

• Define and maintain product roadmaps aligned with business priorities, operational goals, and user needs
• Partner with leadership to identify opportunities that improve efficiency, scalability, adoption, and user experience across internal platforms
• Own the full product lifecycle from discovery and requirements gathering through launch, iteration, and optimization
• Balance short-term execution needs with long-term product strategy and platform scalability
• Establish and monitor product success metrics tied to adoption, operational impact, and workflow efficiency
• Conduct user interviews, workflow analysis, and stakeholder discovery sessions to identify pain points and product opportunities
• Translate operational challenges and business objectives into clear product
• Prioritize initiatives based on business impact, user value, technical feasibility, and organizational goals
• Develop detailed user stories, acceptance criteria, and functional specifications for engineering teams
• Validate product ideas through testing, experimentation, analytics, and user feedback before broader implementation
• Serve as the primary liaison between business stakeholders, engineering teams, automation teams, and design partners
• Lead sprint planning, backlog prioritization, and release coordination in partnership with engineering leadership
• Remove blockers, facilitate decision-making, and ensure teams remain focused on high-impact deliverables
• Communicate product priorities, timelines, tradeoffs, and updates clearly to both technical and non-technical stakeholders
• Champion intuitive, user-centered product experiences that simplify workflows and improve advisor productivity
• Identify inefficiencies within operational processes and collaborate with teams to implement scalable solutions
• Monitor feature adoption, user behavior, and workflow performance to inform future product improvements
• Identify opportunities to leverage AI and automation to improve operational efficiency and reduce manual work
• Partner with engineering teams to evaluate, test, and implement AI-driven product features and workflows
• Assess emerging technologies and tools for their practical business applications and long-term scalability
• Support experimentation initiatives focused on improving productivity, service delivery, and user experience
• Use product analytics, experimentation, and user insights to inform prioritization and product decisions
• Define KPIs and reporting frameworks that measure feature effectiveness, adoption, and operational impact
• Partner with technical teams to ensure proper event tracking, analytics instrumentation, and reporting visibility
• Conduct analysis on user behavior, workflow trends, and feature performance to guide ongoing product strategy

Agent Advisor, Onboarding

Brokerage Accounting Specialist

Sales Operations, Growth Enablement Manager

Senior Staff Accountant

Senior Product Manager