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Senior Consultant/ Process Lead — Implementations (Yardi)

North America

Job Summary

The Yardi SME/Process Lead serves as the functional expert on Yardi system implementations, guiding business process design, system configuration decisions, and end-user adoption. This role owns the "how" of the system for their assigned modules — ensuring Yardi is configured to reflect best-practice business processes, that legacy workflows are optimized in the new system, and that the organization is fully prepared to operate in Yardi post-go-live. This role requires deep hands-on Yardi knowledge combined with strong business process and change-management instincts.

Key Responsibilities

  • Serve as the primary functional/process authority on Yardi for the implementation, advising the project team and leadership on best practices and system capabilities
  • Lead or contribute heavily to the business process review (BPR): document current-state workflows, identify gaps, and define future-state processes aligned to Yardi's functionality
  • Translate business requirements into Yardi configuration decisions (chart of accounts, property/entity setup, workflows, reporting structures, security roles, etc.)
  • Partner with the project manager and technical team on solution design, module configuration, and system setup decisions
  • Lead or support data conversion scoping: define data points to convert, historical depth, and legacy-to-Yardi field mapping; advise business on validation of converted data for accuracy
  • Design and lead the conference room pilot (CRP)
  • Own user acceptance testing (UAT) planning and execution, ensuring test scripts reflect real business scenarios and sign-off criteria are met
  • Develop and deliver core team and end-user training materials, quick cards, and process documentation
  • Identify process inefficiencies or risks in current workflows and recommend improvements tactfully and effectively to stakeholders
  • Provide go-live and post-go-live hypercare support, troubleshooting functional/process issues and reinforcing correct system use
  • Act as a bridge between end users, IT/technical resources, and Yardi to resolve functional questions and escalate product limitations
  • Maintain up-to-date knowledge of Yardi releases, modules, and industry best practices

Required Qualifications

  • Demonstrated hands-on experience with Yardi Voyager and/or related modules (e.g., Investment Accounting, Procure to Pay, Construction Manager, Debt Manager, etc.), gained through prior implementations, super-user, or systems administration roles
  • Strong understanding of real estate/property management business processes: accounting, leasing, accounts payable/receivable, budgeting, and reporting
  • Prior involvement in at least one full-cycle Yardi implementation, upgrade, or major configuration project
  • Experience designing and facilitating conference room pilots and UAT
  • Strong analytical skills with the ability to diagnose process gaps and recommend practical, system-supported solutions
  • Excellent documentation skills — able to produce clear process maps, configuration workbooks, and training materials
  • Strong communication and facilitation skills; comfortable working directly with end users, finance/operations leadership, and technical teams
  • Bachelor's degree in business, real estate, accounting, or related field, or equivalent practical experience
  • Experience with data conversion/validation for real estate systems is a plus

Core Competencies

  • Deep functional/product expertise paired with pragmatic business judgment
  • Strong process-design and documentation orientation
  • Effective teacher/trainer who can build organizational capability, not just configure a system
  • Detail-oriented, especially around data accuracy and testing rigor
  • Diplomatic communicator who can challenge existing processes without alienating stakeholders

Compensation and Benefits

  • Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning
  • Flexible working: Work-life balance with flexible schedule
  • Community events: We offer a range of social events and meetups
  • 25 days’ holiday in addition to public holidays
  • Supplemented medical, dental and vision coverage
  • 401(k) with employer match
  • Wellness initiatives to promote healthy working, including an allowance for remote working technology
  • Access to discounted travel, tickets, events, and more through our benefit partner

There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the salary range is $100,000 – $140,000 USD for US based hires and $120,000 – $160,000 CAD for Toronto based hires, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.

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