Senior Implementation Consultant

Pereview Software is seeking a Senior Implementation Consultant to lead client implementations and serve as a trusted advisor throughout the onboarding and configuration process. This role plays a critical part in ensuring clients are successfully onboarded onto the Pereview platform by owning client-facing meetings, leading configuration decisions, and applying deep real estate and financial expertise to guide best-practice solutions.

Requirements

• 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.

Benefits

• Competitive Health, Vision, and Dental benefits
• Discretionary Time Off – 3 weeks off total
• Paid Company Holidays