Implementation Consultant

We are seeking an experienced, analytical, collaborative, and self-driven **Implementation Consultant** to lead successful customer implementations and help clients translate their sales strategy, technology, and AI initiatives into scalable, executable workflows. This role sits at the intersection of **sales strategy, sales technology, AI, implementation, enablement, and project management**. You will work directly with clients to understand their business goals, sales processes, technology stack, outbound strategy, and AI use cases, then translate those requirements into effective systems, workflows, and processes. You will own implementations from kickoff through launch and adoption, ensuring each client has the technology, processes, AI workflows, enablement, and operating cadence required to achieve measurable results. The ideal candidate understands how high-performing sales organizations operate, has strong experience with **Outreach**, and is comfortable working hands-on with modern AI platforms such as **ChatGPT/GPT, Claude, and Gemini**. You should understand prompt engineering, how to build repeatable AI workflows, and how to translate business requirements into scalable AI-enabled processes. This position reports to the **Implementation Manager**. ## What You’ll Do ### Own Customer Implementations * Lead end-to-end customer implementations from kickoff through launch, adoption, and transition. * Serve as the primary implementation partner and trusted advisor for assigned clients. * Manage multiple client implementations simultaneously while maintaining clear timelines, deliverables, and communication. * Translate customer goals and business requirements into actionable implementation strategies. * Establish clear expectations, milestones, responsibilities, and success criteria at the beginning of each engagement. * Help create a predictable, repeatable, and scalable implementation methodology. ### Understand the Customer’s Sales Motion * Develop a deep understanding of each customer’s business, sales organization, target market, outbound strategy, technology stack, and performance goals. * Evaluate existing sales processes, workflows, messaging, technology utilization, and performance measurement. * Conduct discovery sessions, needs assessments, and gap analyses to identify opportunities for improvement. * Understand the customer's value proposition, personas, segmentation strategy, sales process, messaging framework, and value-based selling methodology. * Identify opportunities to improve the effectiveness, scalability, and efficiency of the customer’s outbound motion. ### Outreach Implementation & Optimization * Configure, implement, and optimize **Outreach** based on customer requirements and sales strategy. * Build and optimize sequences, workflows, triggers, tasks, rulesets, templates, snippets, user settings, governance, and administrative configurations. * Help customers establish scalable Outreach processes and platform best practices. * Evaluate how Outreach integrates into the customer's broader CRM and sales technology ecosystem. * Identify opportunities to automate repetitive workflows and improve seller productivity. * Conduct testing and quality assurance to ensure configurations function as designed. * Advise administrators and sales leaders on Outreach adoption, governance, reporting, and ongoing optimization. ### AI Prompting & Workflow Development * Design, test, and refine AI prompts that support sales, prospecting, research, personalization, messaging, enablement, and operational workflows. * Build reusable prompt frameworks that generate consistent, high-quality outputs at scale. * Work hands-on with AI platforms including **OpenAI / ChatGPT / GPT models, Claude, and Gemini**. * Translate business requirements and sales methodologies into structured AI instructions and workflows. * Develop AI-powered processes for use cases such as: * Account and prospect research * Email personalization * Persona-based messaging * Value proposition development * Call preparation * Objection handling * Sequence creation * Lead and account prioritization * Data enrichment and summarization * Sales coaching and enablement * Build multi-step AI workflows that combine data, prompts, business logic, and sales technology. * Create prompts with clear context, inputs, instructions, guardrails, formatting requirements, and output criteria. * Test AI outputs for accuracy, relevance, consistency, tone, and usability. * Diagnose poor AI outputs and improve prompts, context, logic, or workflow structure accordingly. * Help customers understand when AI should augment a workflow versus when traditional automation or human judgment is more appropriate. * Develop scalable AI workflows that can be consistently adopted across teams rather than relying on one-off prompting. * Stay current on emerging AI capabilities and identify practical applications within sales and revenue workflows. ### AI Strategy & Enablement * Help customers identify high-value opportunities to incorporate AI into their sales processes. * Assess existing AI usage and identify gaps, inefficiencies, and opportunities for automation. * Consult customers on responsible and effective use of generative AI within their organization. * Develop prompting standards, AI workflow documentation, and repeatable best practices. * Train customers on how to effectively use GPT, Claude, Gemini, and other AI tools in their daily workflows. * Teach users how to provide appropriate context, structure prompts, evaluate outputs, and iterate on AI-generated content. * Help customers move beyond individual AI usage toward standardized, operationalized AI workflows. ### Build the Implementation Strategy * Develop detailed implementation plans outlining project scope, timelines, milestones, owners, dependencies, and required resources. * Develop a clear strategic roadmap for the customer’s implementation and future-state sales motion. * Help customers establish an effective operating cadence for managing and optimizing outbound performance. * Identify implementation risks, blockers, and dependencies early and develop mitigation plans. * Ensure alignment between customer objectives, technology capabilities, AI workflows, and project scope. ### Develop Processes & Best Practices * Help clients design scalable outbound processes aligned with industry best practices. * Develop workflows and processes that improve seller productivity, consistency, personalization, and execution. * Advise customers on how best-in-class sales organizations structure outbound programs. * Evaluate how performance should be measured across activity, execution, conversion, adoption, and outcomes. * Establish repeatable processes that customers can maintain after implementation. * Capture measurable performance improvements and opportunities for continued optimization. ### Training & Enablement * Lead customer training sessions, workshops, and enablement programs. * Educate administrators, managers, and end users on Outreach, AI workflows, prompting, and implemented processes. * Develop documentation, prompt libraries, training materials, implementation guides, and best-practice resources. * Translate technical functionality and AI concepts into practical workflows that sales teams can easily understand and adopt. * Answer customer questions and provide strategic and tactical guidance throughout implementation. * Support customers in developing continued learning and adoption plans after launch. ### Change Management & Adoption * Help customers manage organizational and workflow changes resulting from new technology, processes, and AI adoption. * Develop adoption strategies, communication plans, and rollout recommendations. * Identify potential resistance, adoption risks, or process gaps and proactively address them. * Partner with customer leadership to drive accountability and adoption across sales teams. * Ensure customers are prepared to successfully operate and optimize their technology and AI workflows following implementation. ### Data, Systems & Integrations * Support data migration, configuration, and workflow implementation activities when required. * Coordinate the movement and utilization of data between sales systems. * Validate data quality, accuracy, and completeness throughout the implementation process. * Understand how CRM data, Outreach data, third-party data, and AI inputs work together within customer workflows. * Partner with technical resources on integrations, APIs, automations, and more complex technical requirements. * Identify data-related issues that could impact AI output quality, workflow effectiveness, or successful launch. ### Project Management * Own internal and external project management for assigned implementations. * Maintain project plans, timelines, action items, risks, dependencies, and decision logs. * Drive stakeholders toward deadlines and proactively escalate potential blockers. * Coordinate across internal teams to ensure implementations remain on track. * Communicate project status, risks, accomplishments, and next steps clearly to internal and external stakeholders. * Ensure implementation issues are documented, prioritized, and resolved quickly. ### Reporting & Continuous Improvement * Track implementation milestones, customer engagement, platform adoption, AI workflow adoption, and key performance indicators. * Capture pre- and post-implementation performance improvements where applicable. * Provide clear implementation progress updates and documentation. * Maintain accurate project records and customer communication. * Identify patterns and lessons learned across implementations. * Use implementation insights to improve processes, documentation, prompts, workflows, enablement, and customer experience. * Contribute to the continued development of implementation methodologies and best practices. ## What We’re Looking For * 2+ years of experience in implementation, customer onboarding, consulting, sales operations, revenue operations, sales enablement, or a similar client-facing role. * Hands-on experience managing multiple customer implementations or projects simultaneously, ideally **8+ active accounts or projects at a time**. * At least 1 year of hands-on experience with **Outreach**. * Strong working experience with generative AI platforms such as **ChatGPT, GPT models, Claude, and/or Gemini**. * Demonstrated experience writing, testing, and optimizing AI prompts. * Experience building repeatable AI workflows rather than relying solely on ad hoc AI prompting. * Ability to structure prompts using context, variables, business rules, examples, constraints, and defined output formats. * Understanding of how AI can be applied to sales prospecting, personalization, messaging, research, coaching, and sales operations. * Experience working within a B2B technology, SaaS, sales technology, or revenue technology organization. * Strong understanding of how high-performing companies build and execute outbound sales strategies. * Understanding of sales engagement platforms, sequencing, workflows, personas, account segmentation, messaging, and sales process design. * Ability to translate business objectives into technical configurations, AI prompts, and executable workflows. * Strong project management and organizational skills. * Strong customer-facing communication, presentation, and facilitation skills. * Ability to build credibility with sales leaders, administrators, RevOps teams, and frontline sellers. * Ability to balance strategic thinking with detailed tactical execution. * Strong analytical and problem-solving skills. * Intellectual curiosity and the ability to quickly learn new AI tools, technologies, and workflows. * Ability to independently manage priorities, deadlines, stakeholders, and competing projects. * Comfortable operating in a fast-paced, continually evolving environment. ## Preferred Qualifications * Previous experience in a quota-carrying sales, SDR, BDR, sales management, sales enablement, or RevOps role. * Experience designing or managing outbound sales programs. * Experience implementing or administering Outreach. * **Outreach Administrator Certification strongly preferred.** * Experience building AI-powered sales or revenue workflows. * Experience creating sophisticated prompt libraries or GPT-based workflows for business users. * Experience working across multiple LLMs, including OpenAI, Anthropic Claude, and Google Gemini. * Familiarity with APIs, webhooks, automation platforms, structured data, or no-code/low-code workflow tools is a plus. * Experience consulting with clients on sales process, sales technology, AI, or revenue operations. * Experience with CRM and adjacent sales technology platforms. * Bachelor’s degree preferred. ## What Success Looks Like A successful Implementation Consultant will: * Consistently launch customer implementations on time and within scope. * Create a seamless and highly consultative customer experience. * Build strong relationships and credibility with customer stakeholders. * Translate outbound strategy into practical Outreach configurations, processes, and workflows. * Build AI prompts and workflows that produce reliable, scalable, high-quality outputs. * Help customers operationalize AI rather than simply experiment with it. * Drive strong customer adoption of Outreach, AI workflows, and newly implemented processes. * Identify risks before they become implementation blockers. * Demonstrate measurable improvements in customer execution, productivity, and performance. * Continuously improve implementation methodologies, AI prompts, documentation, and best practices. * Help create a scalable, predictable, and repeatable implementation motion.