Lead organizational process improvement initiatives, identifying inefficiencies and implementing optimized workflows or technology improvements.
Build and foster relationships with key business stakeholders and technology partners.
Provides expertise in designing and optimizing workflows, ensuring standardization in controls and data.
Champion adoption of process changes and new functionality to improve accuracy, efficiency, and user experience across technology and business lines.
Gather and translate business/user needs into requirements and user stories, journey maps, data and system diagrams, functional design specifications, including developer guidance.
Partner with business teams to optimize end-to-end workflows spanning Salesforce (acquisitions, operating, asset data, resident data) and Yardi (accounting, reporting).
Serve as the primary business liaison for Salesforce–Yardi integrations, ensuring alignment between CRM, accounting, and operational workflows.
Collaborate with Yardi and Salesforce administrators on implementation, enhancements, and issue resolution.
Ensure Yardi configurations align with accounting policies, internal controls, and reporting requirements.
Establish and promote data governance standards, including data ownership, controls, and documentation across the technology stack.
Provide process documentation, training, guidance, and communication to ensure smooth transitions during system or process changes.
Contributes to maintaining backlogs, sprint/project plans, timelines and budgets.
Inventory, document, and critically evaluate existing Yardi-based business processes to determine suitability for retirement, re-engineering, or re-platforming into Salesforce.
Requirements
5–10 years of experience as a Business Analyst or Systems Analyst supporting Real Estate or Asset Management
Strong hands-on experience with Yardi Voyager, including Investment Accounting and Property Management modules
Single-Family Rental experience a plus
Deep understanding of real estate accounting concepts (multi-entity structures, allocations, consolidations, investor reporting)
Experience supporting system implementations, large-scale enhancements, and multi-platform integrations
Familiarity with SQL, reporting tools, or data visualization platforms
Strong analytical, problem-solving, and documentation skills
Salesforce experience is a plus
Strategic thinker with a strong attention to detail
Strong ownership mindset and ability to lead initiatives end-to-end
Bachelor’s degree required.
Tech Stack
SQL
Benefits
A competitive compensation package
annual bonus
401k match
Flexible PTO including 7 paid holidays, 1 floating holiday, and 1 volunteer day
Employer-paid benefits (medical, dental, vision, health savings account)
Professional career development and reimbursement
Up to 16 weeks paid maternity leave; up to 4 weeks of paid parental leave