Implementation Consultant

WHO ARE WE LOOKING FOR?

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

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/cXrQSKoKLryfUT  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.