Implementation Consultant

Aquent; Seattle (WA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Subsidized healthcare

Paid sick leave

401(k) with match

Job summary

Skill connects the best talent with the world’s biggest brands. We are seeking a SaaS implementation specialist to own onboarding projects, configure and customize CRM platforms, and manage integrations with client tech stacks.

You will train admin users, collaborate with Sales, Product, CS, and Support, and help scale templates and playbooks to improve efficiency and outcomes across client lifecycles.

Qualifications

• 3+ years in SaaS implementation or CRM consulting.
• Strong knowledge of CRM systems and how customers use them.
• Excellent project management with multiple concurrent projects.
• Comfort with APIs, data imports/exports, and data cleanup.
• Excellent communication for non-technical stakeholders.

Responsibilities

• Own onboarding projects from kickoff to training.
• Configure CRM including workflows, permissions, and lead flows.
• Manage integrations and data migrations with third-party stacks.
• Document system workflows and build resources for ongoing management.
• Train admin and power users on setup and features.

Skills

CRM systems

Project management

Technical communication

Data mapping

Customer facing

Tools

Follow Up Boss

Salesforce

HubSpot

Zoho CRM

Job description

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 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.

Skill is an equal-opportunity employer. We evaluate qualified applicants without regard to 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.