Senior Consultant/ Process Lead — Implementations (Yardi)

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.

• →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

• 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

• 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