Implementation Consultant

Implementation Consultant

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, preparing and validating 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:

• Enthusiastic
• Self-starter
• Persuasive
• Motivational
• Fast Paced
• Direct

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.