Exchange Officer
Location: Remote
Job Type: Full-Time
Exchange Officers are responsible for managing and overseeing all aspects of 1031 exchange transactions, from initiation to completion. This role requires a deep understanding of 1031 exchange rules and processes, excellent communication skills, and the ability to handle complex client needs. You will work closely with clients, real estate professionals, and other internal teams to ensure successful and compliant exchanges.
What you'll do
- Coordinate all phases of 1031 exchange transactions, including forward, reverse, and improvement exchanges
- Serve as the primary point of contact for clients, providing guidance on the 1031 exchange process and ensuring their needs are met
- Review and prepare exchange documents, ensuring compliance with IRS regulations and company policies
- Manage client accounts, including timelines, fund transfers, and communications with escrow agents, title companies, and attorneys
- Resolve complex issues and respond to client inquiries with expertise and a customer-centric approach
- Utilize and contribute to the development of the company's tech-enabled tools to improve transaction efficiency
- Stay up-to-date on 1031 exchange regulations and industry trends to provide accurate advice and solutions
- Collaborate with internal teams (e.g., tech, legal, compliance) to streamline operations and enhance client experience
What We’re Looking For
- 3+ years of experience with 1031 exchanges
- Strong knowledge of IRS Section 1031 regulations, including forward, reverse, and improvement exchanges
- Excellent client management skills with a proactive, problem-solving approach
- Detail-oriented with strong organizational skills and the ability to manage multiple transactions simultaneously
- Familiarity with Google Suite and technology-driven tools used in real estate or financial services
- Strong communication skills, both written and verbal
- Ability to work independently while collaborating with a team
- Bachelor’s degree in Business, Real Estate, Finance, Accounting or a related field (or equivalent work experience)
- Preference given to candidates with FEA/CES certification
Why Join Deferred?
We’re a fast-growing, venture-backed startup modernizing the 1031 exchange industry with innovation and transparency. Unlike traditional Qualified Intermediaries (QIs) that profit from hidden fees and interest on client funds, our No Fee model ensures investors keep more of their money. By leveraging proprietary technology and streamlined operations, we’ve built a sustainable business—without fees.
Our team includes serial entrepreneurs who have founded, scaled, and exited multiple successful companies. We’re transforming an industry that has operated the same way for decades and are looking for driven individuals to join us.
- Be part of a cutting-edge, tech-driven company revolutionizing the 1031 exchange process
- Flexible, remote work environment, empowering you to work from anywhere
- Competitive salary and benefits package
- Equity participation, giving you a stake in the company’s future growth and success
- 401(k) plan including matching up to 3.5%
- Health, dental, and vision coverage with a flexible benefits stipend
- Generous paid time off and holidays
- Opportunities for growth and professional development
Outbound Growth Specialist
Location: Remote
Job Type: Full-Time
Experience Level: Early Career (a high-growth role with open-ended opportunities)
What you'll do
As our first Growth Specialist hire, you’ll play a pivotal role in growing awareness and building partnerships for Deferred:
- Cold Calling & Outreach – Engage real estate brokers, attorneys, CPAs, and investors to introduce Deferred’s 1031 exchange services.
- Prospecting & Lead Qualification – Identify potential partners and investors who can benefit from our No Fee Exchange solution.
- Sales Pipeline Management – Track and nurture leads using CRM tools, ensuring steady follow-ups and engagement.
- Email & SMS Campaigns – Help refine messaging to increase engagement and conversions.
- Market Research – Gather insights on competitors and customer pain points to refine our sales strategy.
- Events & Conferences – Represent Deferred at industry presentations, networking events, and conferences to connect with key stakeholders and build relationships.
- Collaboration – Work closely with our leadership team to optimize outreach strategies and provide feedback on product positioning.
What We’re Looking For
- A Growth Mentality – You’re eager to learn, make connections, and help build something from the ground up.
- Resilient & Persistent – You embrace challenges, handle rejection, and keep pushing forward.
- Strong Communicator – You can clearly articulate Deferred.com’s value and build relationships with industry professionals.
- Tech-Savvy & Organized – Comfortable using CRM tools (like HubSpot), Google Suite, email automation, and LinkedIn for prospecting.
- Curious & Adaptable – You thrive in a fast-moving startup environment where no two days are the same.
- Interest in Fintech, Startups & Real Estate – You want to be at the cutting edge of innovation in investing.
- Preferred but not required
- Prior sales, SDR, or cold-calling experience
- Experience in real estate, finance, or startups
- Bachelor’s degree in Business, Marketing, Finance, or a related field
Why Join Deferred?
We’re a fast-growing, venture-backed startup modernizing the 1031 exchange industry with innovation and transparency. Unlike traditional Qualified Intermediaries (QIs) that profit from hidden fees and interest on client funds, our No Fee model ensures investors keep more of their money. By leveraging proprietary technology and streamlined operations, we’ve built a sustainable business—without fees.
Our team includes serial entrepreneurs who have founded, scaled, and exited multiple successful companies. We’re transforming an industry that has operated the same way for decades and are looking for driven individuals to join us.
- Be part of a cutting-edge, tech-driven company revolutionizing the 1031 exchange process
- Flexible, remote work environment, empowering you to work from anywhere
- Competitive salary and benefits package
- Equity participation, giving you a stake in the company’s future growth and success
- 401(k) plan including matching up to 3.5%
- Health, dental, and vision coverage with a flexible benefits stipend
- Generous paid time off and holidays
- Opportunities for growth and professional development
