Senior Consultant/ Process Lead — Implementations (Yardi)

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.