Implementation Consultant
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Job Description
Implementation Consultant configuring Follow Up Boss CRM for Zillow’s real estate customers. Managing migrations, integrations, training, and customer handoffs.
Responsibilities:
- Lead customers through the end-to-end implementation process from kickoff through admin systems training
- Configure and customize Follow Up Boss to align with client business needs, workflows, team structure, permissions, lead flows, inboxes, and phone numbers
- Manage implementation timelines, milestones, risks, deliverables, and customer-facing communication
- Facilitate data migrations, imports, and exports
- Support integrations with customers’ third-party technology stacks, including IDX systems, Zillow, transaction management products, and lead sources
- Diagnose and triage technical issues, escalating with context and coordinating with Support or Engineering
- Gather and document client goals and feedback
- Provide clear handoffs to Customer Success Managers and Sales Representatives
- Deliver admin-level training to administrators and power users
- Create implementation documentation and onboarding resources
- Act as a bridge between Sales, Product, and Customer Success
- Share product feedback and implementation insights with internal teams
- Help refine demo strategies and implementation playbooks
- Collaborate with Sales, Product, Customer Success, and Support for seamless handoffs and feedback loops
Requirements:
- 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
- Excellent project management skills, including managing multiple concurrent client projects, timelines, status, and risks
- Comfort with APIs, integrations, data imports/exports, data mapping, and basic data cleanup using CSV/Excel
- Strong communication and presentation skills for technical and non-technical audiences
- Customer-first mindset with empathy, patience, problem-solving skills, and calm, confident, non-defensive communication
- Familiarity with Zapier, real estate tech platforms, and common real estate integrations is a bonus
Benefits:
- Equity awards based on factors such as experience, performance and location
- Remote work from a physical location of choice within the United States (with limited exceptions)
- Equal employment opportunity and accommodation support
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