Alpha Financial Markets Consulting
Senior Consultant/ Process Lead — Implementations (Yardi)
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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
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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
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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.
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