Senior Process Lead

Annet Technologies (Mumbai) LLP • Mumbai, IN

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.

Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you

Function Technology / Yardi Practice

Employment Type Full-time | Contract

Experience 5+ years in Yardi implementations

Shift Requirement Rotational shifts including evenings & weekends as required

Location On-site / Hybrid (as required by project needs)

Reports To Delivery Manager / Practice Lead.

ROLE SUMMARY

We are looking for an experienced Senior Yardi Consultant to join our growing practice across implementation delivery, data migration, and ongoing helpdesk support. This is a high-impact, client-facing role that spans the full project lifecycle — from initial configuration and data cutover through to post-go-live support and end-user enablement. The ideal candidate brings deep, multi-module Yardi expertise — across Core, Commercial, Residential, Procure to Pay, Finance, and the Yardi Elevate product suite — and is comfortable switching context between strategic implementation work and day-to-day support responsibilities. Shift flexibility is essential as our engagements span multiple time zones and support windows.

KEY RESPONSIBILITIES

Implementation & Configuration

  • Lead end-to-end Yardi implementations across Core, Commercial, Residential, P2P, and Finance modules.
  • Configure system workflows, approval chains, charge codes, GL mappings, and user roles per client requirements.
  • Conduct requirements workshops, gap analysis, and solution design sessions with client stakeholders.
  • Manage UAT cycles — prepare test scripts, track defects, and validate resolutions before go-live.
  • Support training delivery for end users and client administrators across all configured modules.

Data Migration

  • Own the full data migration lifecycle: data mapping, extraction, transformation, loading, and validation.
  • Develop and maintain migration templates, field mapping documents, and cutover runbooks.
  • Perform data cleansing and reconciliation to ensure integrity across source and target systems.
  • Coordinate parallel run activities and sign-off with client teams prior to final cutover.
  • Troubleshoot migration exceptions and data load failures, resolving issues within agreed timelines.

Helpdesk & Post-Go-Live Support

  • Provide Tier 1–3 support for live Yardi environments, triaging and resolving incidents within SLA.
  • Log, track, and close support tickets with clear documentation of root cause and resolution steps.
  • Perform system administration tasks including user management, security role updates, and configuration changes.
  • Identify recurring issues and work with the team to implement permanent fixes or knowledge-base articles.
  • Participate in shift-based support rotas to ensure coverage across client operating hours and time zones.

REQUIRED YARDI MODULE EXPERTISE

Candidates must demonstrate hands-on experience across the following modules:

  • ✓ Yardi Voyager – Core
  • ✓ General Ledger & Finance
  • ✓ Commercial Management
  • ✓ Yardi Elevate Suite
  • ✓ Residential Management
  • ✓ Job Cost
  • ✓ Procure to Pay (P2P)
  • ✓ Fixed Assets
  • ✓ Accounts Payable & Receivable
  • ✓ Reporting & Analytics (Yardi BI / Orion)

Yardi Elevate products may include one or more of:

  • Yardi RentCafe – resident portal, online leasing, and marketing
  • Yardi Lease Manager / Deal Manager – commercial lease abstractions and deal pipeline
  • Yardi Forecast Manager / Budget Manager – planning and budgeting workflows
  • Yardi ScreeningWorks Pro / RENT Café CRM – prospect management and screening
  • Yardi Energy & Sustainability – utility tracking and benchmarking

REQUIRED SKILLS & EXPERIENCE

  • 5+ years of hands-on Yardi implementation and configuration experience across multiple modules.
  • Proven track record in end-to-end data migration projects, including cutover planning and execution.
  • Experience providing structured helpdesk / managed services support in a Yardi environment.
  • Strong analytical skills — ability to interpret data, identify anomalies, and trace root causes quickly.
  • Excellent client-facing communication skills; able to translate technical concepts for non-technical stakeholders.
  • Comfortable working in rotational / shift-based schedules, including evenings and weekends when required.
  • Ability to manage multiple concurrent workstreams independently with minimal supervision.
  • Proficiency in Excel (data manipulation, VLOOKUP, pivot tables) for migration and reconciliation work.
  • Strong documentation habits — configuration guides, runbooks, SOPs, and knowledge-base articles.

NICE TO HAVE

  • Yardi certification(s) across one or more modules.
  • Experience with Yardi Voyager 7S or Yardi Breeze Premier.
  • Familiarity with SQL or Yardi's built-in reporting tools (YSR, Spreadsheet Designer, Jasper).
  • Exposure to FTP / API-based integrations between Yardi and third-party platforms.
  • Prior experience in a managed services or BPO model supporting multiple clients simultaneously.
  • Understanding of real estate accounting principles (CAM reconciliations, lease accounting, IFRS 16).

WHAT WE OFFER

  • Exposure to diverse, enterprise-scale Yardi engagements across multiple asset classes and geographies.
  • A collaborative team culture with direct access to experienced Yardi practitioners.
  • Structured knowledge transfer and onboarding, with opportunities to specialise further.
  • Clear progression pathway toward lead consultant and practice management roles.
  • Competitive compensation commensurate with experience.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

About Apex Group

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.

We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate.

We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. Positive change starts with you.

We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us

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