Key Skills

Job Description

POSITION SUMMARY The ERP Implementation Consultant – Finance & Accounting manages and executes successful Enterprise Resource Planning (ERP) deployments and fosters strong client relationships. The consultant provides high-level implementation, training, and professional services to a portfolio of assigned clients (including on-site visits as needed) to manage and utilize the business operation functions in Yardi software products. A strong understanding of finance and accounting principles is critical to success in this role, as the consultant partners with clients to optimize financial workflows, accounting processes, reporting, and system configurations within an ERP environment. ESSENTIAL RESPONSIBILITIES Performs complex system and business process reviews and other service reviews (on-site as needed) to identify inefficient processes and makes sound recommendations for client productivity gains Trains clients and manages continued software integrations, maintenance, and updates in collaboration with clients Researches, analyzes, and resolves software functionality and reporting problems for clients Uses positive influence with clients to effectively navigate sensitive client objections, communicate complex and/or sensitive messages, preemptively address potential client concerns, build sustaining alliances with clients, and influence positive outcomes through active counsel Enlists support from management and peers to address complex client requests and resolve complex issues Analyzes and interprets client operational needs and determines initial system configuration accordingly Performs or assists with data mapping and conversion, user training, and other services to ensure successful software deployment Determines and documents solutions and best practices to contribute to a solutions repository Advises and institutes best practices relevant to clients in the application of Yardi products Recognizes and refers opportunities to sell products/services to existing clients Provides recommendations and informed direction to clients regarding ancillary products and services that align with client business and operational needs and goals Collaborates internally with analysts, designers, programmers, sales teams, and marketing teams with a focus on meeting client needs and maintaining high-level customer service standards Performs special projects related to department training and client support as well as other duties as assigned under supervision of Manager EDUCATION/QUALIFICATIONS/EXPERIENCE Bachelor’s Degree in Business, Finance, Math, or Computer/Engineering Sciences or other equivalent relevant experience in the property management industry Strong working knowledge of finance and accounting processes, with the ability to translate business and financial requirements into ERP solutions and system configurations Five plus (5+) years of experience in software or business process consulting or equivalent consulting experience interacting with customers Three (3) years of experience managing projects on accounting, business process, property management, or real estate software Experience in ERP systems and ERP financial system implementations. Experience positively influencing clients, peers and management Experience independently managing and resolving a variety client issues DESIRED EDUCATION/QUALIFICATIONS/EXPERIENCE Yardi domain experience Knowledge of property management industry and Yardi’s competitors REQUIRED SKILLS/ABILITIES Proven ability to manage projects with multiple touch points Proven excellent written and verbal communication skills Proven client-centered commitment and focus Proven ability to meet critical deadlines and prioritize multiple tasks in a fast-paced environment Collegial, team-oriented disposition with the desire and ability to establish cooperative working relationships with employees at all levels within Yardi, outside of Yardi, and with clients DESIRED SKILLS/ABILITIES Ability to think and act strategically by visualizing new possibilities, challenging assumptions, and recommending the implementation of new ideas or strategies WORKING ENVIRONMENT/PHYSICAL DEMANDS Ability to work at assigned locations Attend meetings and perform tasks for long periods of time on a computer and on the telephone Regular attendance and a regular work schedule are essential functions of this job The employee is expected to adhere to all company policies and to act as a role model in adhering to all company policies. This job description is intended to describe the general nature and level of work involved for this position. It is not an exhaustive list of the responsibilities, duties, and skills that are or may be required.

Core Responsibilities

Manage ERP deployments for assigned clients, including system reviews, configuration, data conversion, training, integrations, and ongoing support. Advise clients on finance and accounting workflows, resolve software and reporting issues, and collaborate with internal teams to deliver solutions and identify relevant products and services.

Requirements

Requires a bachelor's degree in a relevant field or equivalent relevant property management industry experience, strong finance and accounting knowledge, and experience with ERP financial implementations. Candidates should have at least five years of consulting experience and three years managing relevant software or business process projects, along with strong project, communication, and client-management skills.