Implementation Consultant

Pereview SoftwareDallas, TX
6hOnsite

About The Position

Pereview Software is seeking an Implementation Consultant to play a key role in successfully delivering our platform to clients. This position is part of a larger implementation team and works closely with Senior Implementation Consultants to guide clients from initial discovery through configuration, validation, and go-live. This is a hands-on implementation role focused on understanding client business needs, configuring the Pereview platform, preparing and validating data, and ensuring clients are fully prepared to use the system successfully. We’re looking for a self-starter who is highly proficient in Excel, has a solid understanding of accounting principles, enjoys diving into the details and mastering them, and is deeply committed to delivering excellent outcomes for our clients.

Requirements

  • 3+ years of strong data-oriented analytical skills.
  • Extensive experience reconciling data using Microsoft Excel features, including formulas.
  • Excellent oral and written communication skills with strong inter-personal skills.
  • Exhibit self-motivation whether working independently or on a team.
  • A strong sense of urgency around solving problems, meeting deadlines, and achieving critical goals.
  • Experience in Real Estate including Acquisitions, Fund/Asset Management, Investment Legal Structures and Underwriting models.
  • Exposure to accounting/ERP property management platforms (ex. Yardi, MRI, Timberline, SAP, Peoplesoft) and standard financial statements.

Nice To Haves

  • Bachelor's degree in accounting or computer science.

Responsibilities

  • Work directly with clients to collect and load operational and financial data into Pereview.
  • Configure client Pereview sites for investment structures, dashboards, and formatted reports.
  • Collaborate with internal team members on various configuration requirements.
  • Utilize project management software to keep track of tasks and timelines.
  • Investigate, modify, and prepare excel workbooks from simple to complex.
  • Independently perform data validation, reconciliations and troubleshoot errors.
  • Document configuration and customization choices with concise notes.

Benefits

  • Competitive Health, Vision, and Dental benefits to fit your needs.
  • Discretionary Time Off – 3 weeks off total.
  • Paid Company Holidays.
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