Implementation Consultant

Skill; Boston (MA); On-site; USD 50,000 - 56,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Flexible spending accounts

Job summary

Skill is seeking a CRM implementation specialist to guide real estate teams through onboarding, configuration, and data migration, ensuring long-term value from their CRM stack.

The role emphasizes deep knowledge of Follow Up Boss, Salesforce, HubSpot, and related tools, with a strong emphasis on cross-functional collaboration and scalable playbooks.

Qualifications

• 3+ years of experience in SaaS implementation, technical account management, or consulting.
• Strong knowledge of CRM systems and how customers use them to run their businesses.
• Excellent project management with multiple concurrent client projects and clear timelines.

Responsibilities

• Own customer onboarding projects from kickoff to admin systems training, managing timelines and communications.
• Configure and customize the CRM platform to align with client needs, including workflows and permissions.
• Manage integrations and data migrations, supporting third-party tech stacks.
• Map system workflows and create resources to support ongoing integrations management.
• Train admin-level and power users on setup, features, and best practices.
• Collaborate with Sales, Product, Customer Success, and Support to ensure smooth handoffs and documentation.
• Systematize implementations by following playbooks and contributing templates and checklists.
• Triage and resolve issues during implementation, escalating with full context when needed.
• Document client goals and feedback and translate learnings into product/process improvements.
• Provide clear handoffs to Customer Success and Sales with status, decisions, risks, and next steps.

Skills

SaaS implementation

CRM systems proficiency

Project management

APIs & integrations

Tools

Follow Up Boss

Salesforce

HubSpot

Zoho

Job description

Overview

Placement Type:

Temporary

Salary:

$36.57-40.63 Hourly

Start Date:

Oct 26, 2026

Aquent 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 professional 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.

This role is critical in guiding clients through the successful implementation of powerful CRM platforms. You will be instrumental in ensuring that these tools are not just adopted, but truly integrated into clients' daily operations, driving measurable improvements and sustained growth.

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.

Must-Have Qualifications

• 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 professional, IT, engineering, financial and administrative talent with the world's biggest brands. Our eligible talent get access to benefits such as health benefit contributions, retirement plans with match and flexible spending accounts.

Skill is an equal-opportunity employer. We evaluate qualified applicants without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. We're about creating an inclusive environment-one where different backgrounds, experiences, and perspectives are valued, and everyone can contribute, grow their careers, and thrive.

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