Client Solutions Consultant, Yardi IM

33Floors

Yardi IM Consultant delivering Investment Management implementations and advisory services for UK real estate clients. Translating accounting and operational requirements into Yardi configurations, reports, and workflows.

Posted 8/6/2026full-timeRemote • 🇬🇧 United KingdomMid-LevelSenior💰 £72,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Yardi solutions for Investment Management, including implementation, configuration, and optimization, while effectively translating accounting and operational requirements into system configurations and workflows. Strong analytical skills support the identification of process improvements and the delivery of client-specific training and support.

Highest-signal resume keywords

Yardi Voyager ExpertiseFund Accounting KnowledgeProperty Accounting ExperienceProject Management SkillsClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Yardi ImplementationData MigrationFinancial ReportingGeneral Ledger ProcessesSystem ConfigurationRequirements GatheringUser Acceptance TestingAnalytical Problem-SolvingOperational WorkflowsReporting Solutions

Soft Skills

Excellent Communication SkillsCollaborative TeamworkClient-Focused ServiceOrganizational SkillsResponsiveness

Industry Keywords

Investment ManagementReal Estate AccountingFinancial ProcessesInvestment StructuresJoint VenturesPartnershipsInvestor ReportingConsolidationsYardi ModulesOperational Reports

About the role

Key responsibilities & impact

Support 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
Advise clients using knowledge of fund accounting, property accounting, and real estate investment operations
Understand client investment structures, ownership arrangements, financial processes, reporting requirements, and operational workflows
Translate accounting and business requirements into Yardi configurations, workflows, reporting solutions, and implementation plans
Review systems and business processes to identify inefficiencies, control gaps, configuration issues, and improvement opportunities
Support data conversion, preparation, validation, reconciliation, and migration activities
Support 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 client-specific system and process training
Assist with development, validation, and improvement of financial and operational reports
Maintain project documentation covering requirements, decisions, risks, testing results, and configuration details
Foster client relationships through responsive service, trusted advice, product adoption, and identification of additional value opportunities
Collaborate with colleagues across the UK, US, Europe, and APAC
Travel to client offices when required for implementation, training, or advisory engagements

Requirements

What you’ll need

Three or more years of hands-on experience working with Yardi in accounting, systems, implementation, administration, support, or consulting
Strong working knowledge of Yardi Voyager and core Yardi accounting functionality
Strong understanding of general ledger processes, financial reporting, reconciliations, month-end activities, and accounting controls
Experience with property accounting and fund or investment accounting concepts and processes
Ability to understand real estate ownership structures and relationships between property activity, investment entities, funds, and investor reporting
Experience working directly with clients, customers, or internal business stakeholders
Experience gathering requirements, managing projects, resolving issues, or improving processes
Ability to translate accounting and operational requirements into system configurations, workflows, reports, or technical requirements
Strong analytical and problem-solving skills, including data review, discrepancy identification, root-cause investigation, and practical solution recommendation
Strong project organisation skills and ability to manage multiple priorities, deadlines, and client commitments
Excellent verbal and written communication skills
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
Prior experience with Yardi Investment Management or Investment Accounting is preferred but not required
Experience with Yardi Investment Management solutions, consulting or professional services, real estate funds, joint ventures, partnerships, investment vehicles, ownership structures, consolidations, investor reporting, or additional Yardi modules is preferred or advantageous

Benefits

Comp & perks

Paid holiday and bank holidays
Pension contribution
Private healthcare
Additional benefits
Professional development opportunities
Remote work arrangement