Technical Implementation Consultant

• As an Implementation Consultant, you will guide new customers through the onboarding and implementation of Follow Up Boss and related software solutions.
• You will manage customer implementations from kickoff through configuration, integrations, data migration, training, and handoff to Customer Success.
• This is a customer-facing, technical, and project-driven role in a fast-paced, high-volume environment.
• The ideal candidate combines SaaS implementation experience, technical aptitude, strong communication skills, and a consultative customer-first approach.

Responsibilities:

• Own multiple customer onboarding and implementation projects from kickoff through successful completion and handoff.
• Manage timelines, deliverables, risks, dependencies, and customer communications.
• Configure Follow Up Boss based on customer workflows, team structures, permissions, lead flows, inboxes, and business needs.
• Support data migrations, imports/exports, data mapping, and basic data cleanup.
• Assist with third-party integrations and troubleshoot common technical issues involving APIs, connected systems, and customer technology stacks.
• Lead structured customer meetings, implementation calls, and admin-level training sessions.
• Document workflows, configuration decisions, risks, and implementation status.
• Use Gainsight and internal tools to manage customer onboarding activities and track progress.
• Follow established playbooks and SOPs while identifying opportunities to improve processes and customer experience.
• Partner closely with Sales, Customer Success, Support, and Product to ensure smooth customer transitions and handoffs.
• Escalate technical issues appropriately and provide clear context to internal teams.

• 3-5 years of experience in SaaS implementation, technical onboarding, customer success, technical account management, consulting, or a similar customer-facing technical role.
• Experience managing customer implementations or onboarding projects.
• Experience with CRM platforms such as Follow Up Boss, Salesforce, HubSpot, Zoho, or similar tools.
• Hands-on experience with Gainsight is required.
• Experience with system configuration, integrations, data imports/exports, data mapping, or APIs.
• Strong project management skills and ability to manage multiple concurrent customers.
• Experience leading customer meetings, training sessions, or consultative discussions.
• Excellent written and verbal communication skills.
• Strong attention to detail and documentation skills.
• Ability to work independently in a fast-paced remote environment.

Skillsets:

• Gainsight
• Follow Up Boss experience.
• Experience in real estate technology or Proptech.
• Familiarity with Zapier, IDX platforms, YLOPO, or similar integrations.

Education:

• Bachelor’s degree or experience in related field.