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Yardi Functional Consultant
Techsofya Digital Pvt Ltd
Position: Yardi Functional Consultant
Location: Mumbai, India
Experience: 3–5 Years
Employment Type: Full-Time
Shift: Flexible to work in Global Shifts (US/EMEA/APAC)
About us
techsofya is a trusted partner in real estate technology solutions, helping organizations optimize operations through effective use of Yardi software and modern IT solutions. As a Great Place to Work Certified organization, we foster a collaborative, growth-oriented environment where innovation, ownership, and continuous learning thrive.
We are looking for passionate Yardi professionals who enjoy solving client challenges, delivering exceptional support, and working in a dynamic global environment.
Role Overview
As a Yardi Functional Consultant, you will serve as a trusted advisor to clients, providing functional support, troubleshooting, business process guidance, and solution recommendations across various Yardi modules. You will work closely with global clients, understand their business requirements, resolve issues, and help maximize the value of their Yardi investment.
Key Responsibilities
Client Support & Advisory
- Provide functional support to Yardi clients across Residential, Commercial, and Retail property management operations.
- Analyze client issues, troubleshoot problems, and provide timely resolutions.
- Act as the primary point of contact for assigned clients and maintain strong client relationships.
- Understand client business processes and recommend best practices within Yardi.
Helpdesk & Ticket Management
- Manage support tickets through helpdesk systems and ensure SLA compliance.
- Prioritize incidents, service requests, enhancements, and change requests.
- Perform root cause analysis and document resolutions.
- Escalate complex issues appropriately while maintaining ownership until closure.
Functional Consulting
- Gather and analyze business requirements from clients.
- Configure and support Yardi modules based on business needs.
- Conduct gap analysis and recommend process improvements.
- Assist clients with system optimization and adoption initiatives.
User Training & Documentation
- Conduct user training sessions and knowledge-sharing workshops.
- Prepare user guides, SOPs, process documents, and solution documentation.
- Support User Acceptance Testing (UAT) and deployment activities.
Collaboration
- Work closely with technical consultants, project managers, and client stakeholders.
- Coordinate with global teams to ensure seamless service delivery.
- Participate in continuous improvement and process automation initiatives.
Required Skills & Experience
Functional Expertise
- 3–5 years of experience working with Yardi applications.
- Strong understanding of:
- Residential Property Management
- Commercial Property Management
- Retail Property Management
- Experience supporting property management operations, leasing, tenant management, maintenance, and financial processes.
Support Experience
- Experience in client-facing support roles.
- Strong helpdesk/ticketing support experience.
- Ability to troubleshoot and resolve functional issues independently.
- Experience working within defined SLAs and support frameworks.
Communication Skills
- Excellent verbal and written English communication.
- Ability to interact confidently with international clients and senior stakeholders.
- Strong presentation and documentation skills.
Technical Awareness
- Understanding of Yardi Voyager workflows and configurations.
- Familiarity with SQL, reporting tools, Power BI, or Yardi Reporting is an advantage.
- Exposure to Yardi ancillary products is desirable.
Preferred Qualifications
- Experience with Yardi Voyager modules.
- Exposure to Yardi Elevate, VendorCafe, CommercialCafe, ResidentialCafe, Maintenance IQ, or related products.
- Understanding of real estate accounting and property management processes.
- Experience supporting clients in North America, EMEA, or APAC regions.
What We Are Looking For
✔ Client-first mindset
✔ Strong problem-solving skills
✔ Ownership and accountability
✔ Ability to work independently and collaboratively
✔ Adaptability to a fast-paced consulting environment
✔ Willingness to work in rotational/global shifts
Why Join Us?
- Work with leading global real estate organizations.
- Exposure to cutting-edge PropTech, AI, and Business Intelligence solutions.
- Accelerated learning and career growth opportunities.
- Collaborative and innovation-driven culture.
- Opportunity to become a trusted Yardi domain expert.
If you are passionate about Yardi, client success, and solving real-world business challenges, we'd love to hear from you.
Broadcasted: 1 week ago
Senior Manager - Finance (Accounts & Finance)
Story Digital
Role Overview
We are looking for a highly driven and detail-oriented Accounts & Finance professional with
5+ years of experience in bookkeeping, financial reporting, and business finance. The role
requires strong ownership of accounting processes along with analytical capabilities to support
profitability analysis, forecasting, and financial decision-making in a dynamic start-up
environment.
Key Responsibilities
1. Financial Reporting & MIS
● Prepare and present monthly MIS reports with key financial indicators (revenue, costs,
margins, variance analysis).
● Analyze financial performance and provide actionable insights to management.
● Track budget vs actuals and highlight deviations.
2. Forecasting & Business Analysis
● Prepare revenue and cost forecasts based on ongoing and upcoming projects.
● Conduct project profitability and business segment profitability analysis.
● Support management in financial planning and decision-making.
3. Accounting & Bookkeeping
● Manage end-to-end bookkeeping activities including journal entries, ledgers, and
reconciliations.
● Ensure strong control over Accounts Receivable (AR) and Accounts Payable (AP)
processes.
● Perform periodic reconciliations (bank, vendor, customer) and resolve discrepancies.
4. Billing & Working Capital Management
● Oversee client billing cycles and ensure accuracy in invoicing.
● Monitor receivables and drive timely collections.
● Manage vendor payments and optimize working capital.
5. Compliance & Taxation
● Ensure timely and accurate GST and TDS compliances including returns and
reconciliations.
● Maintain proper documentation for statutory requirements.
6. Process Improvement & Cost Control
● Identify gaps in existing financial processes and implement efficient business controls.
● Drive initiatives for cost optimization and revenue leakage prevention.
● Strengthen internal controls and standard operating procedures (SOPs).
7. Audit & Stakeholder Management
● Assist in statutory audits and tax audits, ensuring timely closure.
● Liaise with internal teams (sales, operations) and external stakeholders (auditors,
consultants, vendors).
● Provide financial data and insights as required by management.
Required Qualifications
● Bachelor’s degree in Commerce / Finance (B.Com); CA Inter / CMA Inter preferred.
● 3–4 years of relevant Agency experience in accounting, MIS, and financial reporting.
● Strong knowledge of Indian taxation (GST & TDS).
● Proficiency in MS Excel (advanced level preferred).
● Experience with accounting tools like Tally / Zoho Books (preferred)
Key Skills & Competencies
● Strong analytical and problem-solving skills.
● High attention to detail and ownership mindset.
● Ability to work in a fast-paced, evolving start-up environment.
● Good communication and stakeholder management skills.
● Process-driven with a focus on efficiency and control.
Posted: 1 week ago
Key Account Manager (KAM) – B2B Field Sales
Pepagora
Job Title : Key Account Manager (KAM) – B2B Field Sales
Location: Chennai
Experience: 1–3 Years
Job Type: Full-time
About the Role
We are looking for a Business Development Executive – B2B Field Sales for our Chennai location.
This is a target-driven new business sales role. The primary responsibility of the candidate will be to identify potential B2B clients through cold calling and lead generation, schedule appointments, meet clients, present Pepagora's solutions, follow up with prospects and close deals.
The candidate will be responsible for managing the sales process from prospecting to closure.
Key Responsibilities
- Make regular outbound cold calls to identify potential B2B customers
- Generate and qualify leads through cold calling, market research and other prospecting activities
- Understand the prospect's business requirements and identify potential opportunities
- Schedule appointments with decision-makers and prospective clients
- Conduct client meetings through phone, virtual meetings and physical visits
- Present and explain Pepagora's products and services to prospects
- Handle objections and negotiate with prospective customers
- Conduct regular follow-ups with prospects
- Convert qualified leads into paying customers
- Take ownership of the complete sales cycle from cold call → appointment → meeting → follow-up → negotiation → closure
- Maintain an active sales pipeline and work towards monthly revenue targets
- Update all calls, meetings, follow-ups and sales activities in the CRM on a daily basis
- Coordinate with internal teams for successful deal closure and client onboarding
- Build long-term relationships with acquired clients
What We Are Looking For
- 1–3 years of experience in B2B Sales / Business Development / Inside Sales / Field Sales
- Strong experience in cold calling and lead generation
- Proven ability to set appointments with prospective clients
- Experience in converting appointments/leads into sales
- Comfortable handling the complete sales cycle independently
- Strong follow-up and negotiation skills
- Target-oriented and comfortable working with monthly sales targets
- Good verbal communication skills in English and Tamil
- Confident in speaking with business owners and decision-makers
- Comfortable with both inside sales and field/client meetings
- Basic CRM knowledge and willingness to maintain daily CRM updates
- Self-motivated, persistent and comfortable working in a high-activity sales environment
Ideal Candidate Profile
The ideal candidate should have experience in a hunter-style sales role, where they are responsible for generating business rather than only handling existing customers.
Posted: 1 week ago