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, loading and reconciling client 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:
- Team Player
- Enthusiastic
- Self-starter
- Detail Oriented
- Fast Paced
Before submitting your application for review, we kindly request that you first complete the following survey by clicking on the link provided Your responses will provide valuable insights for us as we evaluate candidates for this role.
Requirements
- 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.
Benefits
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 Your responses will provide valuable insights for us as we evaluate candidates for this role.
Skills
As published by workable · 24 questions · 7 written answers
Basics
First name, Last name, Email, Headline, Phone, Address, Photo, Education, Experience, Summary, Resume, Cover letter
Short answers (3)
- What is your designed salary?
- If you were selected for this position, when would you be available to start? Would you need to give any notice to your current employer (if applicable)?
- Do you hold a Bachelor’s degree in Accounting, Computer Science, or a related field? If not, please describe.
Pick from a list (14)
- Are you willing to undergo a background check, in accordance with local law/regulations?
- Are you comfortable working in office Monday - Friday? Office location: 12400 Coit Road Suite 570 Dallas, TX 75251
- Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)? *At this time, we are unable to sponsor or accept candidates on OPT, CPT, or other temporary work authorization. All applicants must be authorized to work in the United States without current or future sponsorship.*
- Are you legally authorized to work in the United States? *At this time, we are unable to sponsor or accept candidates on OPT, CPT, or other temporary work authorization. All applicants must be authorized to work in the United States without current or future sponsorship.*
- How would you rate your experience reconciling data using Microsoft Excel features, including formulas?
- How would you rate your sense of urgency when it comes to problem-solving, meeting deadlines, and achieving critical goals?
- What is your level of experience in Real Estate, including areas such as Acquisitions, Fund/Asset Management, Investment Legal Structures, and Underwriting models?
- Have you worked directly with clients to collect and load operational or financial data into a software platform?
- Have you configured client-facing software for investment structures, dashboards, or formatted reports?
- How would you rate your experience collaborating with internal teams to meet configuration requirements?
- Do you have experience using project management tools (e.g., Asana, Trello, Monday.com, etc.) to track tasks and timelines?
- What is your experience level working with Excel workbooks (including complex formulas or formatting)?
- Have you independently performed data validation, reconciliations, and error troubleshooting in a professional setting?
- Do you have experience documenting technical configurations or customization decisions with clear, concise notes?
Written answers (7)
- Do you have any Real Estate experience?
- What is your experience with accounting/ERP property management platforms (e.g., Yardi, MRI, Timberline, SAP, PeopleSoft) and standard financial statements?
- Can you explain your level of comfort with Excel features and formulas?
- Do you have experience reviewing financial statements? If so, please explain.
- What methods do you use to identify your clients’ needs? How do you structure your approach when solving those needs?
- How many clients do you typically work with at one time?
- Can you describe a time when you needed to adjust your approach to communicate more effectively with a client.