Implementation Consultant

Description: About the Team

Agent Software and Advertising (ASA) organization partners with top real estate professionals to help them grow faster and operate smarter by enabling effective use of company’s offerings to turn insights into action, drive results, and build lasting value.

Our bundled software solution brings together , Follow Up Boss, and Showcase into a cohesive suite of tools that helps agent customers drive more transactions. Integrating these products, we deliver a seamless workflow and advertising experience that streamlines agent communication, enhances advertising reach, and optimizes every stage of the sales process from winning more listings to efficiently converting more leads.

About the Role

As an Implementation Consultant, you are the bridge between new customers and long‑term success with our CRM platform. You guide clients through setup, configuration, data migration, and integration configurations (including leveraging our open API), and deliver admin systems training to ensure each implementation is smooth, tailored, and sets customers up for lasting success.

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 Follow Up Boss to align with client business needs, workflows, team structure, and industry‑specific requirements, including 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 Follow Up Boss 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 CSM’s implementation work ladders up to their goals and long‑term value from Follow Up Boss.
• 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 Rep, including status, configuration decisions, open risks, and next steps for ongoing success.

Who You Are

You are a tech savvy, project‑driven onboarding specialist who guides new Follow Up Boss teams from “just signed” to “fully confident and productive” on the platform. You think in terms of end‑to‑end implementations — scoping work, sequencing milestones, and owning structured, agenda‑driven calls that teams aligned on timelines, roles, and homework.

You quickly establish yourself as the FUB SME, translating FUB configuration setup into clear, actionable steps. You build trust through sharp discovery questions, clear documentation, and disciplined follow‑through, always focused on measurable onboarding outcomes so every team exits onboarding with a scalable setup, confident users, and a clear path to long‑term value.

Experience

• 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.
• Bonus: Familiarity with Zapier, real estate tech platforms , and other common real estate integrations.