Implementation Consultant

WHO ARE WE LOOKING FOR?

Pereview Software is seeking an Implementation Consultant, who will play a key part in operations by facilitating software implementations while teamed with a Project Manager and Senior Consultant. You’ll be actively engaged with improving the lives of our real estate and financial services clientele while achieving a common baseline of standardized data formats for efficient uploading to the Pereview Software application. This role will be hands on with the software implementation while taking on and expediting tasks associated with the set-up and configuration of the software platform, as well as completing other workstream tasks associated with the implementation. You will be the right-hand team member to the Senior Consultant, and the two of you will lead our clients to success!

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/diTqBLgErWW9MJyUR

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.