Implementation Consultant

WHO ARE WE LOOKING FOR?

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. 

Would you describe yourself as:

• Enthusiastic 
• Self-starter 
• Persuasive 
• Motivational 
• Fast Paced 
• Direct 

Before submitting your application for review, we kindly request that you first complete the following survey by clicking on the link provided https://go.cultureindex.com/p/cXrQSKoKLryfUT Your responses will provide valuable insights for us as we evaluate candidates for this role.  

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.   

• 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.  

Preferred Experience

• Bachelor's degree in accounting or computer science.

WHO WE ARE?

Pereview Software is the fastest growing provider of asset and portfolio management software to the global commercial real estate industry. To that end, multiple times since our inception, we have been recognized by Inc. 500, Dallas 100 as a fastest growing privately held business in the United States and have also been recognized by the Dallas Business Journal as one of the top places to work. 

Pereview Software is the only life of the asset solution to the commercial investment management industry supporting both debt and equity investments. We serve clients on a global basis from very small investment management managers to some of the largest global firms in the industry. 

WHAT’S IN IT FOR YOU?

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

LOCATION REQUIREMEN:

• To be considered for this position, applicants must live in Dallas, TX.   
• Onsite– Ability to work in office Monday-Friday.  

Before submitting your application for review, we kindly request that you first complete the following survey by clicking on the link provided https://go.cultureindex.com/p/cXrQSKoKLryfUT Your responses will provide valuable insights for us as we evaluate candidates for this role.