CRExSoftware
Yardi Investment Suite Implementation & Performance Analytics Manager
CRExSoftware, Dallas, Texas, United States, 75215
About the Job
CREx is transforming the $4 trillion commercial real estate industry with value-driven technology advisory and solutions. As a fast-growing, founder-led consultancy, we're on a mission to eliminate data silos and empower real estate investment firms with cutting-edge technology that drives smarter decisions and accelerated growth.
Join us in reshaping how the world's largest asset class manages their data and technology.
The Opportunity
We are seeking a Yardi Investment Suite Implementation Manager to lead client delivery across Yardi Investment Management projects. This is not just a technology role-it's a chance to apply deep investment performance expertise to transform how institutional investors analyze, report, and manage their portfolios.
The ideal candidate has experience not only in hands-on Yardi implementation but also in building performance reporting frameworks, leading global investment performance teams, and translating data into actionable insights at the executive level. Candidates with founder or entrepreneurial backgrounds are strongly encouraged to apply, as we value leaders who can think strategically, build practices, and deliver transformative impact.
What You'll Do
Client Delivery & Implementation Leadership
- Lead end-to-end Yardi Investment Suite implementations, including Investment Manager, InvestorPlus, Debt Manager, and Portfolio Accounting. - Build and deploy performance reporting and investment analytics capabilities within Yardi that support fund-, investment-, and property-level insights. - Design and configure Yardi solutions to align with complex client-specific structures (funds, JVs, REITs, SMAs). - Oversee system integration, testing, training, and post-go-live adoption. - Leverage experience in performance reporting and analytics platforms to guide clients in creating standardized reporting, attribution, and benchmarking processes.
Stakeholder & Project Management
- Serve as the trusted advisor to client CFOs, COOs, and CIOs. - Lead executive workshops to align investment reporting requirements, attribution frameworks, and performance drivers. - Manage multi-stream projects, budgets, and teams, ensuring delivery to scope, quality, and timeline. - Partner with CREx's broader team to extend Yardi implementations into enterprise-scale data ecosystems, BI platforms, and governance frameworks.
Practice Growth & Best Practices
- Shape CREx's Yardi and performance reporting practice by contributing methodologies, playbooks, and accelerators. - Mentor junior consultants on both technical Yardi capabilities and investment performance analytics. - Represent CREx at industry forums, Yardi conferences, and client pitches. - Help grow CREx's reputation as the go-to partner for Yardi-enabled performance reporting and analytics transformation.
What You Bring
Experience &
Expertise
- Founder or practice-building leadership experience in commercial real estate advisory or performance analytics. - Executive-level performance reporting expertise (fund-, investment-, and property-level), with experience delivering insights directly to C-suite. - Proven success implementing Yardi to automate and standardize investment performance reporting. - Track record leading performance teams (global or regional), implementing GIPS standards, and developing data governance frameworks. - Deep knowledge of real estate investment workflows, fund structures, investor reporting, benchmarking, attribution, and forecasting. - Hands-on Yardi configuration and integration experience (IM, InvestorPlus, Debt Manager, Performance Module, data warehouse/BI integrations).
Leadership & Communication
- Strong executive presence; proven ability to influence and advise senior stakeholders. - Experience managing and developing cross-functional teams. - Excellent communication skills, able to translate complex technical and investment concepts into clear business strategies. - Entrepreneurial mindset with the ability to thrive in a fast-paced, high-growth consulting environment.
Why
CREx?
Comprehensive Benefits Package
- Full Medical, Dental, and Vision insurance coverage - Life Insurance and 401(k) retirement planning - Unlimited Time Off policy for optimal work-life integration - Remote-first culture with flexible work arrangements
Growth & Impact Opportunity
- Help shape CREx's Yardi and performance reporting practice - Lead high-impact transformation projects with top-tier investors and operators - Professional development support, Yardi certifications, and conference attendance - Collaborative, innovation-focused team environment
Mission-Driven Work
- Transform how institutional investors measure and manage performance - Build enterprise-grade data and reporting platforms that drive strategic decisions - Make a meaningful impact on clients' operational efficiency and investment outcomes
CREx is transforming the $4 trillion commercial real estate industry with value-driven technology advisory and solutions. As a fast-growing, founder-led consultancy, we're on a mission to eliminate data silos and empower real estate investment firms with cutting-edge technology that drives smarter decisions and accelerated growth.
Join us in reshaping how the world's largest asset class manages their data and technology.
The Opportunity
We are seeking a Yardi Investment Suite Implementation Manager to lead client delivery across Yardi Investment Management projects. This is not just a technology role-it's a chance to apply deep investment performance expertise to transform how institutional investors analyze, report, and manage their portfolios.
The ideal candidate has experience not only in hands-on Yardi implementation but also in building performance reporting frameworks, leading global investment performance teams, and translating data into actionable insights at the executive level. Candidates with founder or entrepreneurial backgrounds are strongly encouraged to apply, as we value leaders who can think strategically, build practices, and deliver transformative impact.
What You'll Do
Client Delivery & Implementation Leadership
- Lead end-to-end Yardi Investment Suite implementations, including Investment Manager, InvestorPlus, Debt Manager, and Portfolio Accounting. - Build and deploy performance reporting and investment analytics capabilities within Yardi that support fund-, investment-, and property-level insights. - Design and configure Yardi solutions to align with complex client-specific structures (funds, JVs, REITs, SMAs). - Oversee system integration, testing, training, and post-go-live adoption. - Leverage experience in performance reporting and analytics platforms to guide clients in creating standardized reporting, attribution, and benchmarking processes.
Stakeholder & Project Management
- Serve as the trusted advisor to client CFOs, COOs, and CIOs. - Lead executive workshops to align investment reporting requirements, attribution frameworks, and performance drivers. - Manage multi-stream projects, budgets, and teams, ensuring delivery to scope, quality, and timeline. - Partner with CREx's broader team to extend Yardi implementations into enterprise-scale data ecosystems, BI platforms, and governance frameworks.
Practice Growth & Best Practices
- Shape CREx's Yardi and performance reporting practice by contributing methodologies, playbooks, and accelerators. - Mentor junior consultants on both technical Yardi capabilities and investment performance analytics. - Represent CREx at industry forums, Yardi conferences, and client pitches. - Help grow CREx's reputation as the go-to partner for Yardi-enabled performance reporting and analytics transformation.
What You Bring
Experience &
Expertise
- Founder or practice-building leadership experience in commercial real estate advisory or performance analytics. - Executive-level performance reporting expertise (fund-, investment-, and property-level), with experience delivering insights directly to C-suite. - Proven success implementing Yardi to automate and standardize investment performance reporting. - Track record leading performance teams (global or regional), implementing GIPS standards, and developing data governance frameworks. - Deep knowledge of real estate investment workflows, fund structures, investor reporting, benchmarking, attribution, and forecasting. - Hands-on Yardi configuration and integration experience (IM, InvestorPlus, Debt Manager, Performance Module, data warehouse/BI integrations).
Leadership & Communication
- Strong executive presence; proven ability to influence and advise senior stakeholders. - Experience managing and developing cross-functional teams. - Excellent communication skills, able to translate complex technical and investment concepts into clear business strategies. - Entrepreneurial mindset with the ability to thrive in a fast-paced, high-growth consulting environment.
Why
CREx?
Comprehensive Benefits Package
- Full Medical, Dental, and Vision insurance coverage - Life Insurance and 401(k) retirement planning - Unlimited Time Off policy for optimal work-life integration - Remote-first culture with flexible work arrangements
Growth & Impact Opportunity
- Help shape CREx's Yardi and performance reporting practice - Lead high-impact transformation projects with top-tier investors and operators - Professional development support, Yardi certifications, and conference attendance - Collaborative, innovation-focused team environment
Mission-Driven Work
- Transform how institutional investors measure and manage performance - Build enterprise-grade data and reporting platforms that drive strategic decisions - Make a meaningful impact on clients' operational efficiency and investment outcomes