Payments Specialist - SF Based

Posted 15 Hours Ago
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San Francisco, CA
Hybrid
Entry level
Real Estate • Software • PropTech
Not all agents, just the best agents.
The Role
The Payments Specialist will ensure timely deposits for agents, manage payment discrepancies, reconcile transactions, and support audits and special projects.
Summary Generated by Built In

At Side, we believe everyone should own their path. 


Side is a real estate startup that pioneered the concept of brokerage-as-a-service to help top real estate professionals create and run their own companies without having to operate a brokerage. Our proprietary platform makes the real estate transaction process far more efficient for both agents and home buyers/sellers.  

Before Side, exceptional real estate agents had two choices: You could join an antiquated traditional brokerage, relinquish control of your business, and pay hefty fees for marginal value. Or you could start your own independent brokerage, massively increase your liability, and take on the burden of running your own back office. We created a third option: Own your own business and run it on the Side platform. Agents get to focus on what they do best — selling real estate — while Side operates in the background to facilitate their transactions, and help them grow. 


Side is led by experienced industry professionals and world-class engineers who develop technology designed to improve agent productivity and enhance the client experience. The company is backed by over $300 million in funding from top-tier venture capital firms, including Coatue, Tiger, D1, Sapphire, Trinity, and Matrix.. Headquartered in San Francisco, Side currently operates in 16 states, with plans to expand nationwide in the coming years. We were named Company of the Year by Inman News (the leading industry publication) and a Most Innovative Company of 2022 by Fast Company.


At Side, you’ll have the opportunity to collaborate and innovate your way to success.  Becoming an inSider means that you’ll be empowering business leaders to become business owners, all while forging your own path with like-minded entrepreneurs. Join us at Side and own your career, your impact, and your life!


ABOUT THE ROLE


Side is seeking a detail-oriented Payments Specialist to join our team! In this role, you’ll ensure timely and accurate deposits and disbursements, making sure our agents get paid seamlessly. You'll play a key part in maintaining the integrity of transactions against real estate standards while reconciling payments efficiently. We’re looking for a proactive problem-solver who delivers exceptional customer service and maintains clear, professional communication. As a rapidly growing startup, Side offers exciting opportunities for growth and career development.

WHAT YOU’LL BE DOING

  • Manage communications across email, phone, and Slack to support agents.
  • Investigate, triage, and resolve payment discrepancies or escalate when needed.
  • Match deposits to transactions and reconcile payments accurately and timely.
  • Proactively resolve missing payment statuses, mismatches, or errors.
  • Address and resolve issues related to uncashed checks.
  • Review and validate agent compensation payments and splits for accuracy. 
  • Ensure transactions meet Brokerage standards and are fully executed.
  • Document procedures and create how to guides; train down as needed.
  • Analyze data or processes and recommend improvements to enhance efficiency.
  • Support audits, month-end reconciliation, system implementations and special projects.

WHAT WOULD MAKE YOU A STRONG FIT FOR THE ROLE?

  • Bachelor’s degree in business, accounting, economics, or a related field.
  • Proficiency in Excel or Google Sheets for data management and reconciliation.
  • Strong communication skills with a focus on customer service excellence.
  • Ability to work both independently and collaboratively within a team.
  • Highly motivated, detail-oriented, and intellectually curious.
  • Comfortable in a fast-paced startup environment
  • Adaptable to change, able to shift priorities to meet business needs
  • Experience with systems like Workday, Zendesk, and Modern Treasury is a plus.

COMPENSATION/PERKS

  • Competitive salary
  • Stock options
  • Best-in-class benefits, including 100% healthcare coverage (medical, vision and dental)
  • Flexible PTO
  • Learning and development credit
  • Pet friendly environment

Side is dedicated to working with the highest skilled people from the most inclusive talent pool feasible. We maintain that diversity in all aspects leads to positive change, solutions and innovation for our customers and career fulfillment for our employees. All qualified individuals are encouraged to apply!


Side uses the E-Verify employment verification program.


Our stewardship of the data of many of our customers means that a background and DRE license check is required to join Side. We will, nonetheless, consider qualified applicants with arrest and conviction records in accord with applicable law, including the San Francisco Fair Chance Ordinance.


To learn more about Side's Privacy Policy or to make a request related to your personal data, please find more information here: https://www.side.com/peopleops-privacy-policy/.

Top Skills

Excel
Google Sheets
Modern Treasury
Workday
Zendesk
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The Company
HQ: San Francisco, CA
488 Employees
Hybrid Workplace
Year Founded: 2017

What We Do

Side transforms high-performing agents, teams, and independent brokerages into successful businesses and boutique brands that are 100% agent-owned. Headquartered in San Francisco, Side exclusively partners with the best agents, empowering them with proprietary technology and a premier support team so they can be more productive, grow their business, and focus on serving their clients.

Why Work With Us

Led by a team of experienced industry professionals and technology innovators, the Side team is constantly developing technology that improves agent productivity, legal compliance, marketing programs, and customer experience, to support the best-in-breed agents that we partner with.

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