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Senior Consultant/ Process Lead — Implementations (Yardi)

Alphafmcroles • North America

Job Description

<p><strong>Job Summary</strong></p> <p>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.</p> <p><strong>Key Responsibilities</strong></p> <ul> <li>Serve as the primary functional/process authority on Yardi for the implementation, advising the project team and leadership on best practices and system capabilities</li> <li>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</li> <li>Translate business requirements into Yardi configuration decisions (chart of accounts, property/entity setup, workflows, reporting structures, security roles, etc.)</li> <li>Partner with the project manager and technical team on solution design, module configuration, and system setup decisions</li> <li>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</li> <li>Design and lead the conference room pilot (CRP)</li> <li>Own user acceptance testing (UAT) planning and execution, ensuring test scripts reflect real business scenarios and sign-off criteria are met</li> <li>Develop and deliver core team and end-user training materials, quick cards, and process documentation</li> <li>Identify process inefficiencies or risks in current workflows and recommend improvements tactfully and effectively to stakeholders</li> <li>Provide go-live and post-go-live hypercare support, troubleshooting functional/process issues and reinforcing correct system use</li> <li>Act as a bridge between end users, IT/technical resources, and Yardi to resolve functional questions and escalate product limitations</li> <li>Maintain up-to-date knowledge of Yardi releases, modules, and industry best practices</li> </ul> <p><strong>Required Qualifications</strong></p> <ul> <li>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</li> <li>Strong understanding of real estate/property management business processes: accounting, leasing, accounts payable/receivable, budgeting, and reporting</li> <li>Prior involvement in at least one full-cycle Yardi implementation, upgrade, or major configuration project</li> <li>Experience designing and facilitating conference room pilots and UAT</li> <li>Strong analytical skills with the ability to diagnose process gaps and recommend practical, system-supported solutions</li> <li>Excellent documentation skills — able to produce clear process maps, configuration workbooks, and training materials</li> <li>Strong communication and facilitation skills; comfortable working directly with end users, finance/operations leadership, and technical teams</li> <li>Bachelor's degree in business, real estate, accounting, or related field, or equivalent practical experience</li> <li>Experience with data conversion/validation for real estate systems is a plus</li> &l

Job Reference ID: CF-148526 • Posted on CloudFrame Job Scanner