Implementation Consultant

Placement Type:


Temporary

Salary:


$36.57-40.63 Hourly

Start Date:


Oct 26, 2026

Aquent is partnering with a pioneering leader at the forefront of real estate technology, a company dedicated to empowering real estate professionals with cutting-edge software solutions that transform how they operate and achieve sustained success. This is your chance to be the architect of success, directly transforming how businesses operate and making a tangible impact on their long-term growth and efficiency. As a key player, you will guide the successful implementation of powerful CRM platforms, meticulously shaping workflows and ensuring users unlock their full potential. Your expertise will bridge the crucial gap between initial adoption and sustained value, empowering real estate professionals to thrive with a robust technology stack and achieve their ambitious business goals.


What You'll Do

• Own customer onboarding projects from kickoff to administrative systems training, meticulously managing timelines, deliverables, potential risks, and all customer-facing communication.
• Configure and customize CRM platforms, including tools like Follow Up Boss, to precisely align with client business needs, workflows, team structures, and industry-specific requirements, encompassing elements such as workflows, permissions, lead flows, inboxes, and phone numbers.
• Manage integrations and data by facilitating seamless data migrations, imports, and exports, and providing crucial support for integrations with the customer's third-party technology stack (e.g., IDX systems, transaction management products, lead sources, etc.).
• Map out comprehensive system workflows, documenting how all systems and integrations connect to the CRM platform and building essential resources that support the ongoing management of those integrations.
• Train administrative-level users and power users on initial setup, system features, and best practices, ensuring customers fully understand how the implementation work contributes to their goals and long-term value derived from the CRM platform.
• Collaborate internally with Sales, Product, Customer Success, and Support teams to ensure seamless handoffs, clear documentation, and effective feedback loops throughout the entire customer lifecycle.
• Systematize implementations by diligently following existing playbooks and actively contributing to the development of templates, checklists, and automation that enhance implementation quality and efficiency over time.
• Triage and resolve issues efficiently during implementation, accurately diagnosing common technical challenges, escalating when necessary with full context, and coordinating effectively with Support or Engineering as appropriate.
• Gather and meticulously document client goals and feedback, connecting them directly to implementation work and translating these learnings into actionable insights for product and process improvements.
• Provide clear and thorough handoffs to the Customer Success Manager and Sales Representative, detailing status, configuration decisions, open risks, and essential next steps for ongoing success.

What You'll Bring

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

Nice-to-Have Qualifications

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

Other Requirements


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