Implementation Consultant

Skill is partnering with a leading company that empowers real estate professionals to thrive. This innovative organization provides cutting-edge software solutions designed to help agents grow faster and operate smarter, transforming insights into action, driving results, and building lasting value. By integrating industry-leading tools, they deliver a seamless workflow and advertising experience that streamlines communication, enhances reach, and optimizes every stage of the sales process, from winning listings to efficiently converting leads., Are you ready to be the architect of success for businesses leveraging powerful CRM platforms? We are seeking a dynamic Implementation Consultant to join a team dedicated to transforming how real estate professionals operate. In this pivotal role, you won’t just configure software; you’ll empower customers, shape their workflows, and directly contribute to their long-term growth and efficiency. Your expertise will bridge the gap between initial adoption and sustained value, making a tangible impact on how clients achieve their business goals and unlock their full potential with a robust technology stack.

What You’ll Do

• Own customer onboarding projects from kickoff to admin systems training, managing timelines, deliverables, risks, and all customer-facing communication.
• Configure and customize the CRM platform, including Follow Up Boss, to align with client business needs, workflows, team structure, and industry-specific requirements, such as workflows, permissions, lead flows, inboxes, and phone numbers.
• Manage integrations and data by facilitating data migrations, imports, and exports, and supporting integrations with the customer’s third-party tech stack (e.g., IDX systems, transaction management products, lead sources, etc.).
• Map out system workflows, documenting how all systems and integrations connect to the CRM platform and building resources that support ongoing management of those integrations.
• Train admin-level users and power users on initial setup, system features, and best practices, ensuring customers understand how the implementation work ladders up to their goals and long-term value from the CRM platform.
• Collaborate internally with Sales, Product, Customer Success, and Support to ensure seamless handoffs, clear documentation, and effective feedback loops across the customer lifecycle.
• Systematize implementations by following existing playbooks and contributing to templates, checklists, and automation that improve implementation quality and efficiency over time.
• Triage and resolve issues during implementation, diagnosing common technical issues, escalating when needed with full context, and coordinating with Support or Engineering as appropriate.
• Gather and document client goals and feedback, connecting them to implementation work and translating learnings into actionable insights for product and process improvements.
• Provide clear handoffs to the Customer Success Manager and Sales Representative, including status, configuration decisions, open risks, and next steps for ongoing success.

• 3+ years of experience in SaaS implementation, technical account management, or consulting, ideally in CRM or customer-facing platforms.
• Strong knowledge of CRM systems, such as Follow Up Boss, Salesforce, HubSpot, Zoho, or similar tools, and how customers use them to run their businesses.
• Excellent project management skills, with the ability to manage multiple concurrent client projects, maintain clear timelines, and communicate status and risks effectively.
• Comfort with technical concepts like APIs, integrations, data imports/exports, data mapping, and basic data cleanup (e.g., CSV/Excel).
• Strong communication and presentation skills, able to translate technical concepts into clear, relatable language for non-technical users and executive stakeholders.
• Customer-first mindset, with empathy, patience, problem-solving skills, and calm, confident, non-defensive communication-even in escalated situations.

Nice-to-Have Qualifications

• Familiarity with Zapier, real estate tech platforms (e.g., YLOPO, IDX websites), and other common real estate integrations.

About Skill:

Skill connects the best talent with the world’s biggest brands.

Our eligible talent get access to amazing benefits like subsidized healthcare plans, paid sick leave, and retirement plans with a match.