Customer Relationship Management Specialist

Bridge Investment Group; Sandy (UT); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Full insurance benefits

401K match up to 6%

Paid Time Off: 17 days per year

Tuition Reimbursement: Up to $5,000 per year

Job summary

A leading investment firm is seeking a Customer Relationship Management Specialist who will focus on providing support for Yardi systems, optimizing processes, and maintaining documentation. The ideal candidate has a minimum of three years' experience with Yardi Voyager and holds a relevant Bachelor's degree. Excellent problem-solving and communication skills are essential. This role offers comprehensive benefits and a supportive working environment.

Qualifications

• Minimum 3 years of experience with Yardi Voyager.
• Demonstrated capacity for creative and strategic thinking.
• Ability to learn and explain complex software systems.

Responsibilities

• Provide enterprise-wide support by resolving Yardi-related issues.
• Recommend and manage Yardi system updates and enhancements.
• Maintain comprehensive system documentation.

Skills

Critical thinking

Problem-solving

Communication skills

Organizational skills

Understanding of property management and accounting principles

Education

Bachelor's degree in Accounting, Information Technology, Finance, or Real Estate

Tools

SQL Server

Yardi Voyager

Job description

Overview

Join to apply for the Customer Relationship Management Specialist role at Bridge Investment Group.

Responsibilities

• System Support & Troubleshooting
  Provide enterprise-wide support by researching, analyzing, and resolving Yardi-related issues. Serve as the primary contact for diagnosing system errors and coordinating issue resolution.


• Platform Optimization
  Recommend, implement, and manage Yardi system updates, enhancements, and customizations to align with business needs. Perform data mapping and support data conversion initiatives.


• Administration & Documentation
  Administer the Yardi system, including user security setup and ongoing configuration. Maintain comprehensive system documentation, including procedures, workflows, and an internal knowledge base. Partner with departments to deliver user training, support new user onboarding, and lead system-related initiatives. Collaborate on system reviews and recommend process improvements for increased efficiency and best practices. Liaise with Yardi’s support team for issue resolution and manage enhancement requests and software updates.


• General
  Perform other duties as assigned in support of departmental and organizational goals.

Qualifications

• Minimum 3 years of experience with Yardi Voyager


• Bachelor's degree, preferred in Accounting, Information Technology, Finance, Real Estate, or equivalent work experience. All other degrees will be considered.


• Exceptional critical thinking and problem-solving skills, with the strong ability to perform root cause analysis and develop practical, sustainable solutions.


• Demonstrated capacity for creative and strategic thinking, with a willingness to challenge the status quo and implement innovative, out-of-the-box solutions to optimize processes and systems.


• Excellent verbal and written communication skills.


• Self-starter with the ability to work independently and manage multiple priorities.


• Strong understanding of property management and accounting principles.


• Familiarity with accounting software and basic accounting practices.


• Experience with SQL Server and writing basic queries is preferred; all other programming languages will be considered a plus.


• Technically proficient with a demonstrated ability to learn and explain complex software systems.


• Highly organized, flexible, and adept at adapting to changing priorities.

Benefits

• Full insurance benefit suite including Medical, Dental, Vision, Critical Illness, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance.


• Company paid Life Insurance (option to buy additional) and Long-Term Disability.


• Access to benefits concierge service.


• Access to Mental Health & Well-Being service.


• 401K: Bridge Investment Group will match your contributions dollar-for-dollar, up to 6% of your pay. These contributions are fully vested immediately. Eligible employees are automatically enrolled at a 4% contribution rate.


• Paid Time Off: 17 days per year (accrual 5.23 hours per pay period).


• 11 Paid Holidays per year.


• Paid parental leave as described after six months and after two years of employment for eligible caregivers.


• Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses.

Equal Opportunity

Bridge Investment Group is an equal opportunity employer. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience.

If you need accommodations related to a disability or any protected status during the recruitment process, please email [e-mail].

Culture & Recruitment

Culture Conversations are voluntary sessions designed for applicants to connect directly with Bridge staff to learn about our culture. Participation is voluntary and has no impact on the hiring process. You may opt in with a conversation partner from our diverse staff.