Payments Specialist - SF Based at Side

San Francisco, California, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Real Estate, FinTechIndustries

Requirements

Bachelor’s degree in business, accounting, economics, or a related field
2+ years of experience in payment operations (real estate or fintech experience a plus)
Proficiency in Excel or Google Sheets for data management, pivot tables, and reconciliation automation
Experience or working knowledge of AI-driven tools
Strong communication skills with a focus on customer service excellence
Comfortable working independently and collaboratively in a fast-paced, high-growth environment
Highly organized, detail-oriented, and committed to operational excellence
Adaptable to change, able to shift priorities to meet business needs
Experience with Workday, Zendesk, Modern Treasury, or similar payment and workflow systems is a strong plus

Responsibilities

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 and continuously improve procedures, creating “how-to” guides and supporting cross-training initiatives
Maintain strong internal controls to protect against payment errors or compliance breaches
Leverage data analysis and AI-powered tools to identify process gaps, detect anomalies, and drive automation opportunities
Support audits, month-end reconciliation, system implementations and special projects

Skills

Payments Processing

Financial Reconciliation

Payment Systems

Analytical Skills

Process Improvement

AI Tools

Automation

Slack

Real Estate Transactions

Brokerage Standards

Side

Empowers top real estate agents with support

About Side

Side Inc. operates in the real estate industry by providing support to high-performing real estate agents and teams. The company allows these agents to maintain full ownership of their businesses while offering them technology and services that streamline operations. Side Inc. has developed a proprietary app that automates transaction management, enabling agents to concentrate on their clients. Unlike traditional brokerages, which cater to all agents, Side Inc. specifically targets top agents, ensuring compliance and good standing in all transactions. The company also helps agents establish their own companies without needing to run a brokerage, providing customized business plans and tools. With a presence in 17 states and plans for further expansion, Side Inc.'s goal is to empower exceptional agents to achieve remarkable results in their careers.

San Francisco, CaliforniaHeadquarters

2017Year Founded

$256.3MTotal Funding

LATE_VCCompany Stage

Enterprise Software, Real EstateIndustries

201-500Employees

Benefits

Competitive compensation packages

Comprehensive medical, dental, and vision

Wellness perks

Flexible work hours and time off

Professional development funds

Transparent culture

Pet friendly workplace

Pre-tax commuter & FSA benefits

Risks

Competition from other tech companies targeting high-performing agents may dilute market share.

Economic downturns could impact revenue streams of Side's partner agents.

Expansion into new states may face regulatory challenges, slowing growth.

Differentiation

Side empowers agents with full business ownership and advanced technology.

The company focuses exclusively on high-performing agents, unlike traditional brokerages.

Side's proprietary app automates transaction management, enhancing agent productivity.

Upsides

Growing demand for boutique real estate brands aligns with Side's business model.

Remote work trends expand opportunities in suburban and rural markets for Side.

AI integration in real estate tech complements Side's app and support services.

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