Description:
Principal Objectives of the Yardi Support Specialist
The Yardi Specialist is responsible for the administration, configuration, and support of the Yardi property management software across all properties managed by HGPS. The Specialist ensures optimal utilization of Yardi to achieve financial performance targets, operational efficiency, and regulatory compliance.
Key responsibilities include:
- Configuring and maintaining Yardi software modules to meet operational and reporting needs.
- Training property management and administrative staff on Yardi functionality and best practices.
- Providing technical support and troubleshooting for Yardi users.
- Collaborating with IT and property management teams to integrate Yardi with other systems.
- Implementing upgrades and enhancements to Yardi software as needed.
- Generating custom reports and analytics from Yardi data to support decision-making.
- Ensuring data accuracy and integrity within Yardi software.
- Assisting with the onboarding of new properties onto the Yardi platform.
Requirements:
Requirements
Education/Training
- Bachelor’s Degree in Information Technology, Engineering or equivalent experience in the property management industry
- Two years of Yardi Voyager 6/7s application experience is required
Experience/Skills
- Exceptional customer support skills
- An understanding of accounting principles and the ability to work with the Accounting Department to resolve concerns
- Solid project management and organizational skills
- Self-motivated and able to work with minimal direction in a fast-paced environment
- Strong interpersonal skills with the ability to interact and relate effectively, productively, and positively with others
- Knowledge of Equal Housing Opportunity (EHO) requirements and applicable program regulations
Special Requirements
- Excellent oral and written communication skills.
- Strong organizational and time management skills.
- Detail-oriented with a focus on data accuracy and integrity.
- Ability to adapt to changing priorities and handle multiple tasks simultaneously.
Essential Functions for the Yardi Support
Yardi Administration
- Configure Yardi software modules (Financials, Residential Management, CRM, etc.) based on business requirements.
- Maintain Yardi database integrity and oversee data imports/exports.
- Implement and test Yardi software upgrades and patches.
Training and Support
- Train property management and administrative staff on Yardi software usage and best practices.
- Provide ongoing technical support and troubleshooting for Yardi users.
- Develop and update training materials and documentation related to Yardi.
Reporting and Analytics
- Create custom reports and dashboards in Yardi to support business operations and decision-making.
- Analyze Yardi data to identify trends and opportunities for improvement.
Integration and Collaboration
- Collaborate with IT and property management teams to integrate Yardi with other systems (e.g., accounting, CRM).
- Ensure seamless data flow and system integration across platforms.
Compliance and Security
- Ensure compliance with data security and privacy regulations within Yardi software.
- Monitor and address any compliance issues related to Yardi usage.
- Provide end-user support by responding to questions related to Yardi property management inquiries via ticketing system, email and/or phone
- Manage cases in support ticketing system
- Identify and troubleshoot issues with the Yardi system
- Review existing user profiles to determine whether user has appropriate access and permissions for their role
- Perform system, business, and end-user process reviews to identify inefficiencies and make sound recommendations to internal clients and end-users that enable improved productivity
- Identify repeat requests and perform root cause analysis and recommend solutions to reduce repetitive requests
- Make recommendations to resolve access issues and ensure proper segregation of duties; implement changes while ensuring all changes impacting users are communicated in a timely fashion
- Prepare documentation to support system administrative functions, procedures and processes, including but not limited to the following:
- Set up new user accounts
- Modify and terminate access
- Reset passwords
- Perform periodic system access review
- Create FAQs that document historical Yardi issues and resolutions
- Conduct training to support operations and site staff
- Implement processes and protocols for monitoring or initiating system interfaces with a multitude of applications
- Travel as needed to support site staff in training
- This is a full-time position
Other Expectations
Dress Code: Uniform or other appropriate attire, including safety equipment, as designated by supervisor.
Contacts/Liaisons: The Yardi Support Specialist will communicate regularly with all necessary HGPS employees, COO, Controller, Director of Accounting, Property Accountants, Vice President of Property Services, Area Manager, Regional Manager, regulatory agency personnel, community leaders, residents, corporate staff, property management staff, lenders, legal counsel, vendors, other site staff and other individuals as necessary or appropriate to fulfill the responsibilities of the position.