In-Demand Crm solution Jobs in Cockburn Wa

Support Analyst (Trust Accounting & Financials Support)
MRI Software —Perth WA
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
3d
New Business Representative
Property Me —Perth WA
- Full-time
- Remote
- CRM software
- Sales
- Salesforce
Quick Apply
11d
Solutions Architect - Enterprise Service Management (Financial Services)
ServiceRocket —Perth WA
- Full-time
- Hybrid work
- Azure
- Management
- DevOps
- Relocation assistance
- Health insurance
Key Account Manager
PFD Food Services —Perth WA
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
- Health insurance
- Gym membership
23h
Fire Protection Sales Specialist
Victaulic —Perth WA
- Full-time
- Sales
- Microsoft Office
- Business development
Industrial Equipment Sales Representitive
TOCOJEPA Pty Ltd T/As T-Quip —Belmont WA
- $85,000 - $110,000 a year
- Full-time
- Sales
- Microsoft Office
- Computer skills
Quick Apply
3d
Software Developer
Ozgene —Perth WA
- CRM software
- Azure
- Computer Science
2d
Customer Support Officer - Platinum
Coates Hire —Belmont WA
- Full-time
- CRM software
- Microsoft Outlook
- Customer service
- Employee discount
3d
Sales Executive, Residential
Domain Group —Perth WA
- Hybrid work
- CRM software
- Sales
- Salesforce
- Parental leave
2d
Key Account Manager
Bullivants —Welshpool WA
- Full-time
- Employee discount
3d

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Support Analyst (Trust Accounting & Financials Support)

MRI Software -
Perth WA

Apply Now

Job Details

Full-time
3 days ago

Qualifications

Microsoft Word
CRM software
Microsoft Excel
Microsoft Outlook
Accounting software
Microsoft Office
Xero
Analysis skills
Organisational skills
Communication skills

Full Job Description

MRI Software is seeking a highly capable Client CRM – Trust & Financials Support Agent to join our collaborative Vault CRM Support team. This role acts as a key point of contact for financial and trust accounting queries, delivering timely, accurate, and professional support to users.

As a subject matter expert, you will provide guidance on financial workflows, best practices, and compliance requirements within Vault CRM. You will play a critical role in helping clients maintain accurate financial operations, ensuring trust accounting obligations are met, and enabling users to maximise the value of the platform.

This position requires strong problem-solving skills, confident communication, and deep product and financial process knowledge to deliver an exceptional client experience.

Key Responsibilities:

Trust Accounting & Financials Support

Provide expert support across core trust accounting processes, including:

Receipting of funds

Disbursement of payments

End-of-month reconciliations

Commission structures, sliding fee scales, and financial calculations

Advertising and marketing payment schedules

Payments via third-party “Pay Later” providers (e.g. Rello, Realty Assist)

Integration with accounting software (e.g. Xero)

Ensure compliance with all relevant trust accounting regulations and standards

Support clients in resolving financial discrepancies and maintaining data integrity

Guide users on correct use of Vault CRM financial workflows and processes

Identify gaps or inefficiencies in processes and recommend improvements

Client Support & Issue Management

Manage day-to-day client interactions, ensuring a high standard of responsiveness and service

Take ownership of complex issues, driving them through to resolution with clear, proactive communication

Troubleshoot system and technical issues, collaborating with product and engineering teams where required

Maintain detailed and accurate records of all client interactions within the ticketing system

Identify recurring issues or trends and contribute to continuous improvement, knowledge base updates, and process optimisation

Requirements and Desired Skills:

Strong knowledge of trust accounting principles, workflows, and compliance requirements

Experience with CRM and/or trust accounting systems

Solid understanding of financial processes, including receipting, disbursement, and reconciliation

Familiarity with commission structures and fee calculations

Experience with accounting software (e.g. Xero) and integrations

Core Capabilities

Strong analytical and problem-solving skills

High attention to detail and accuracy

Excellent communication and stakeholder engagement skills

Proven experience in a customer support environment (ideally within CRM or real estate software; 3–5 years preferred)

Ability to manage complex queries and support high-value or enterprise clients

Experience mentoring or supporting team members (desirable)

Technical & Professional Skills

Real estate industry experience (highly desirable)

Strong technical aptitude and ability to learn new systems quickly

Intermediate to advanced MS Office skills (Excel, Word, Outlook)

Ability to manage competing priorities and work both independently and collaboratively

Strong organisational skills and ability to stay detail-focused under pressure

Commitment to maintaining confidentiality of sensitive information

Benefits:

Flexible working arrangements
Annual performance-related bonus
6x Flexi Fridays: knock 2.5 hours off your day on a Friday
Me Days: an additional 3 days of leave each year to qualifying employees
Engaging, fun & inclusive culture: check out the MRI Software APAC Insta feed and stories!

About Us

From the day we opened our doors, MRI Software has built flexible, game-changing real estate software that powers thriving communities and helps make the world a better place to live, work and play. Fulfilling that mission is only possible because of one thing: exceptional people. People like you!

Our people-first approach to PropTech is defining a new industry standard for client experiences that, quite frankly, can’t be duplicated. Experiences that deliver real value every day. And we know those experiences begin with our people.

We believe MRI is more than just a workplace; it’s a connected community of people who truly feel they belong. Whether we’re investing in employee resource groups or providing tailored resources for each person to reach their full potential, we’re passionate about creating a work environment that makes you excited to show up every single day.

At MRI, one of our core values is to strive to amaze. From the intelligent solutions we create to the culture we cultivate, that’s our goal every day. Because that’s what industry leaders do. Whether you’re joining as a new Pride member or rejoining us after a short time away, your talent is vital to us, our partners and our clients.

Amazing growth requires amazing employees. Are you up to the challenge?

We know confidence gap and imposter syndrome can get in the way of meeting remarkable candidates, so please don’t hesitate to apply. We’d love to hear from you!

MRI is proud to be an inclusive employer. We welcome and celebrate diversity across all backgrounds, including ethnicity, religion, sexual orientation, gender identity, disability, age, military, veteran status and more.

We believe that Belonging is a direct result of Diversity, Equity, and Inclusion. Those values are woven into the fabric of who we are and are foundational to our continued success. Come and see for yourself!

Apply Now

Refine Your Search

crm solution jobs in cockburn wa

Support Analyst (Trust Accounting & Financials Support)

New Business Representative

Solutions Architect - Enterprise Service Management (Financial Services)

Key Account Manager

Fire Protection Sales Specialist

Industrial Equipment Sales Representitive

Software Developer

Customer Support Officer - Platinum

Sales Executive, Residential

Key Account Manager

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I want to receive the latest job alert for crm solution in cockburn wa

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