Senior Consultant

WHO ARE WE LOOKING FOR?

Pereview Software is seeking a Senior Consultant to lead client implementations and serve as a trusted advisor throughout the onboarding and configuration process. This role plays a critical part in ensuring clients are successfully onboarded onto the Pereview platform by owning client-facing meetings, leading configuration decisions, and applying deep real estate and financial expertise to guide best-practice solutions. 

As a Senior Consultant, you will take a leadership role across implementations: driving discovery, recommending configuration approaches, mentoring junior consultants, and ensuring each client’s Pereview environment is thoughtfully designed to meet their investment management needs. This is a hands-on role for someone who enjoys working closely with clients, mastering complex data and structures, and translating real-world investment workflows into a scalable software solution. 

We are looking for someone who brings strong commercial real estate knowledge, advanced Excel and data skills, and the confidence to lead client conversations and decisions. 

Would you describe yourself as:

• Self-starter 
• Strategic and detail-oriented 
• Direct  
• Fast Paced  
• Solution-oriented  
• Confident 

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/Ke3gzr0HJyxqx13rr 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.    

Requirements

• 5+ years of experience in data-driven, analytical, or client-facing implementation roles. 
• Strong commercial real estate industry knowledge, including acquisitions, asset/fund management, investment structures, and underwriting concepts. 
• Advanced proficiency in Microsoft Excel, including formulas, data reconciliation, and complex workbook analysis. 
• Experience working with accounting or ERP/property management platforms (e.g., Yardi, MRI, Timberline, SAP, PeopleSoft). 
• Strong understanding of financial statements and investment reporting. 
• Proven ability to lead client conversations, guide decision-making, and manage expectations. 
• Excellent written and verbal communication skills with strong interpersonal presence. 
• High sense of ownership, urgency, and accountability for delivering high-quality outcomes.  

Preferred Experience

• Bachelor's degree in Accounting, Finance, Real Estate, or Computer Science. 
• Prior experience implementing real estate, accounting, or investment management software. 
• Experience mentoring junior team members or acting as a functional lead on projects. 

WHO ARE WE?

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

• To be considered for this position, applicants must live in Dallas, TX.   
• Onsite– Ability to work in office Monday-Friday.  

*We are not sponsoring H1B or OPT candidates*

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/Ke3gzr0HJyxqx13rr Your responses will provide valuable insights for us as we evaluate candidates for this role.