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$85k/yr
Full-time
Paid Time Off, Paid Holidays, Sick Time, Medical Insurance, Dental Insurance, Vision Insurance
Posted 7d ago
~40 hrs/week
Remote in United States
Responsibilities
The consultant will support the implementation, configuration, and optimization of Yardi solutions for investment management clients. They will translate complex accounting and operational requirements into effective system workflows and provide ongoing business advisory services.
Requirements
Candidates must have at least three years of hands-on experience with Yardi and a strong foundation in fund and property accounting. Excellent communication skills and the ability to manage client relationships within a global team are essential.
Full job description
Consultant - Yardi IM Client Solutions
Location: USA - Remote
Type: Full-Time, Salaried - Exempt
Supervisor: Director, IM Client Solutions
Salary: $85,000.00 and up, DOE
About the Company
Founded in 2011, 33Floors is the world's largest software consultancy dedicated exclusively to the Yardi platform. Trusted by leading real estate firms worldwide, our team operates across more than 30 countries, helping clients solve complex challenges and unlock the full value of their Yardi systems.
At 33Floors, you'll join a global team of over 65 specialists delivering expertise in Yardi implementation, support, development, and data services. You'll learn from seasoned industry experts, contribute to high-impact projects, and see your work make a real impact. Join 33Floors and become part of an international business that values collaboration, innovation, and professional development in a supportive and dynamic environment.
To learn more about 33Floors, please visit www.33floors.com.
About the Role
We are seeking a Yardi IM Client Solutions Consultant to support clients using 33Floors for Investment Management advisory and implementation services. This role combines accounting and real estate knowledge with hands-on Yardi expertise, client advisory responsibilities, and implementation delivery.
The successful candidate will work with clients to understand their investment structures, accounting processes, reporting requirements, and operational needs, then translate those requirements into effective Yardi solutions. The role will support implementations, upgrades, system optimisation, process improvement, testing, training, and ongoing business advisory services.
A strong foundation in Yardi, fund accounting, and property accounting is essential. Prior experience with Yardi Investment Management or Investment Accounting is preferred but not required. We are also open to candidates with strong Yardi and accounting experience who demonstrate the aptitude, curiosity, and commitment needed to develop deeper expertise in Yardi IM.
This is a client-facing position that requires clear communication, sound judgement, attention to detail, and the ability to collaborate effectively with colleagues and clients across a globally dispersed team.
Responsibilities
Support the implementation, configuration, optimisation, and ongoing use of Yardi solutions for Investment Management clients.
Participate in full-cycle implementation activities, including discovery, requirements gathering, solution design, configuration, data migration, testing, training, go-live, and post-implementation support.
Apply a strong understanding of fund accounting, property accounting, and real estate investment operations when advising clients and designing solutions.
Work with client stakeholders to understand investment structures, ownership arrangements, financial processes, reporting requirements, and operational workflows.
Translate client accounting and business requirements into Yardi configuration, workflows, reporting solutions, and implementation plans.
Perform system and business-process reviews to identify inefficiencies, control gaps, configuration issues, and opportunities for improvement.
Gather and document requirements for data conversions and assist clients with data preparation, validation, reconciliation, and migration activities.
Support the integration and flow of financial information between property-level accounting and investment- or fund-level reporting.
Manage or support system testing, User Acceptance Testing, defect resolution, and rollout activities.
Deliver high-quality system and process training tailored to each client’s accounting structure, business processes, and user groups.
Assist with the development, validation, and improvement of financial and operational reports.
Maintain clear and accurate project documentation, including requirements, decisions, risks, testing results, and configuration details.
Foster strong client relationships through responsive service, trusted advice, product adoption, and identification of opportunities to deliver additional value.
Collaborate with team members across the UK, US, Europe, and APAC to deliver coordinated client solutions.
Travel to client offices when required to support implementation, training, or advisory engagements.
Required Qualifications and Experience
Three or more years of hands-on experience working with Yardi in an accounting, systems, implementation, administration, support, or consulting capacity.
Strong working knowledge of Yardi Voyager and core Yardi accounting functionality.
Demonstrated accounting experience, with a strong understanding of general ledger processes, financial reporting, reconciliations, month-end activities, and accounting controls.
Experience with both property accounting and fund or investment accounting concepts and processes.
Ability to understand real estate ownership structures and the relationship between property-level activity, investment entities, funds, and investor reporting.
Experience working directly with clients, customers, or internal business stakeholders to gather requirements, manage projects, resolve issues, or improve processes.
Experience translating accounting and operational requirements into system configurations, workflows, reports, or technical requirements.
Strong analytical and problem-solving skills, including the ability to review data, identify discrepancies, investigate root causes, and recommend practical solutions.
Strong project organisation skills and the ability to manage multiple priorities, deadlines, and client commitments.
Excellent verbal and written communication skills, including the ability to explain accounting and system concepts to technical and non-technical audiences.
Ability to work independently while remaining collaborative, responsive, and accountable within a geographically dispersed global team.
Preferred Qualifications and Experience
Experience with Yardi Investment Management and/or Yardi Investment Accounting.
Experience implementing, configuring, administering, or supporting Yardi Investment Management solutions.
Previous consulting or professional-services experience, particularly in a client-facing or billable environment.
Experience with real estate funds, joint ventures, partnerships, investment vehicles, ownership structures, consolidations, or investor reporting.
Experience with Yardi modules or functionality such as P2P, PayScan, System Administration, reporting tools, data conversion, Forecast Manager, or Construction Manager.
Accounting qualification or progress toward a recognised accounting qualification is advantageous but not required.
The ideal candidate is self-motivated, detail-oriented, and genuinely interested in the intersection of accounting, real estate, technology, and client service. They are comfortable asking questions, researching unfamiliar issues, accepting feedback, and learning from colleagues with different areas of expertise.
They will be adaptable and teachable, with the judgement to work independently and the humility to seek guidance when needed. They should enjoy working in a fast-paced consulting environment, communicating with clients, solving complex problems, and collaborating with a small but globally dispersed team.
Compensation
We offer a competitive compensation package, based on experience. Benefits include PTO, paid holidays, sick time, medical/dental/vision coverage, life and disability insurance options, and 401(k) with a 3% Safe Harbor employer contribution.
33Floors is a dynamic Yardi consultancy that maximizes your platform investment and performance by leveraging our extensive expertise, including over 600 years of combined Yardi experience. We act like a boutique firm, but our influence extends across over 30 countries on five continents.
Our industry-leading specialists are experts in designing, deploying, and supporting Yardi solutions for companies of all sizes. Moreover, we put your data to work for you with customized reporting, development, and data science solutions.
The 33Floors team is passionate about our clients and obsessed with their success. Every team member is a subject-matter expert, avid problem solver, and enthusiastic client advocate with deep knowledge of the Yardi platform. We are committed to helping everyone derive the most value from their Yardi investment with a hands-on approach that begins with listening to your exact goals. Most importantly, we’re nice humans who are fun to work with!
Whether planning and implementing a new Yardi installation, assessing and upgrading your current system, or optimizing your support, reporting, and analytics strategies, 33Floors helps you get above it.
Our services include:
Yardi Implementation: Customized design, configuration, and documentation
Yardi Support: Scalable support solutions and training
Yardi Development: Reporting, analytics, and data integration
Data Science: See data differently with DataFreedom
DATAFREEDOM
DataFreedom is a cloud-based data and reporting solution that allows users to see their real estate data differently and leverage the information within to drive impactful business decisions. DataFreedom brings your Yardi data together in an accessible Microsoft Azure framework that connects seamlessly with your BI tool of choice, including Power BI, Tableau, and Excel. You’ll also have access to over a hundred templates and dashboards that are sure to meet your data visualization needs. See data differently with DataFreedom.
Offices: San Francisco, San Francisco, California, US · Sydney, Sydney, AU · London, London, GB · Santa Barbara, CA, US · Charlotte, NC, US
Yardi ConsultingYardi Report WritingPayscanYSRYardi SupportTableauYardi ABFYardi ImplementationJob Cost ModuleYardi Training
Based on 214 listings with disclosed salaries, most software jobs in Charlotte, NC pay between $75k–$181k per year. Individual offers vary with seniority, company size, and specialization.
How many Software jobs are open in Charlotte, NC right now?
There are currently 615 open software positions in Charlotte, NC listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Software roles in Charlotte, NC?
Companies currently hiring include Bank of America, Truist, Lowe's Companies, Inc., Wells Fargo, SMBC Group, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Software jobs in Charlotte, NC?
Yes — 395 of the 615 open software positions offer remote or hybrid work (69 remote, 326 hybrid).
How do I apply for Software jobs in Charlotte, NC?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.