WHO WE ARE InCon Process Systems designs, fabricates, pilots, and supports wiped-film and short-path distillation systems. We are a specialty manufacturer in the western Chicago suburbs with about seven employees. The company is engineering-heavy and we have no dedicated IT department. Our team already uses Claude in the browser and is comfortable with it. We are not starting from scratch, and we are not looking for someone to explain what AI is. WHAT WE WANT Two things, in this order. First, expand what our team can do — we want our people using AI across more of their daily work and using it well. Second, move reliable work off people's plates. Where the tool can handle something dependably, it should. Where the work takes judgment, our people keep it. One measure we'd use six months out: fewer customer inquiries sitting too long before someone responds. PHASE 1 (about one month) 1. Configure Claude connectors for Gmail, Google Calendar, and Slack. Slack scoped by explicit allow-list of channels, not a deny-list. One channel excluded. 2. Build a recurring Project Status and Action Summary. Open items and completed items over a trailing one to two weeks, plus upcoming meetings with context on what each concerns. It should track what we owe others and what others owe us, identify likely owners, and flag unanswered customer inquiries, stalled work, and emerging risks. Uncertain conclusions should be separated from established ones. Important: we have no project management system, no CRM, and no tracking software. Project status currently lives spread across email, Slack, and people's heads. The digest is not summarizing a list that already exists — it has to build the project picture out of ordinary communication. That is the point of it, and it is the difficult part. 3. Role-based visibility. Each user gets a personalized view of the work they're involved with, delivered by Slack DM. A single company-wide summary for everyone is not sufficient. CEO and President get company-wide visibility and should be able to ask cross-company questions on demand — what's behind, what's due, what we're waiting on, what looks at risk. 4. Where the system identifies work needing attention and has enough context, it should prepare a next step for human review — a follow-up, an acknowledgment, a request for missing information. Nothing sends or changes anything externally without our review and approval. If information is insufficient, say what's missing rather than inventing an answer. 5. Discovery interviews with our users, one at a time. Not as a group, not through a single point of contact. We want you to understand what we do well enough to suggest things we haven't thought of. This is paid work, not part of your pitch. 6. Training and a written runbook. Our people are technically capable and learn quickly — teach the architecture, not button-clicking. Our internal IT staffer needs enough to handle first-line questions, but is not taking ownership of this system. 7. A written recommendations document for what we should do next. This carries real weight in how we evaluate the engagement. OUT OF SCOPE FOR PHASE 1 Standalone quotation drafting. Meeting capture and transcription (note: meeting outcomes later documented in Gmail or Slack are in scope). Dropbox and local file integration. Automation platform work — n8n, Make, Zapier. Chatbots, voice agents, customer-facing deployments, software development. Everyday writing help — someone asking Claude to tighten an email — is ordinary use of the tool. That needs training, not development. Please don't quote build hours for it. THE ONGOING ROLE — READ THIS This matters more than the build in deciding fit. We want someone who checks in regularly with our users to hear what they're doing, what they want to do, and what they could be doing better, and turns that into improvements. Monthly to start, with a strong expectation of at least six months following Phase 1. We don't think an internal non-specialist can do this. The technology keeps changing and staying current is somebody's job. If your strength is implementation and your interest ends at handoff, we're probably not a good match. The build is the way in. The ongoing cycle of listening and improving is the work. OUR ENVIRONMENT Windows. Gmail is our system of record. Slack with 10 to 20 active channels. Four-seat license pack, likely growing to five or six users. Documents in Dropbox with some local storage (outside Phase 1). No project tracking in place. WORKING ARRANGEMENTS Remote work on our systems with real content, under a named account we provision and can revoke. NDA signed before any data access — our agreement, not the platform default. All material returned or deleted at close unless a continuing agreement is in place. Someone local to Chicago is a mild preference, not a requirement. HOW TO PROPOSE Give us an hourly rate and an estimate of hours broken out across the deliverables above. We'll work not-to-exceed against that estimate. Include your proposed structure and rate for ongoing monthly support. Please do not send a single lump sum. We want to see where the hours go.

I own and operate a land brokerage business in Texas. I am looking for an advanced Claude consultant with direct real estate experience to help me identify, create, test, and refine Claude Skills and workflows for my business. This is not beginner-level training. I already have Claude installed, most of my connectors configured, and several Skills set up. I use AI regularly and understand its general capabilities. What I need is someone with deeper Claude experience who can quickly understand my business, help me think bigger about what Claude can do, and build useful systems with me in real time. The work can be completed during one full working day or divided into two sessions of approximately four to five hours each. I can remain at my computer throughout the sessions to answer questions, provide files, explain my processes, test outputs, and make decisions immediately. Budget is flexible. Experience, speed, clear communication, and the ability to produce useful finished work matter more to me than the hourly rate. ABOUT MY BUSINESS I specialize in rural land, timberland, recreational properties, farms, ranches, and acreage throughout Southeast and East Texas. My work includes: Property research and valuation Comparative market analyses MLS and public-record research Listing descriptions and property marketing Seller presentations and listing-performance reports Buyer prospecting and property matching Lead follow-up and CRM management Mapping, surveys, aerial imagery, and property data Direct-mail campaigns Offer instructions and transaction documents Email, calendar, document, and file management Monitoring listings, competing properties, and market activity PRIMARY OBJECTIVE The primary objective is to identify and build the most valuable Claude Skills and repeatable workflows for my land brokerage. I do not want to spend our time discussing general AI concepts or learning basic prompting. I want us working directly inside Claude using my actual business materials. The consultant should help me: Review my current Claude setup, connectors, Projects, and existing Skills. Identify weaknesses, missed opportunities, and unnecessary complexity. Understand my most important and time-consuming business processes. Recommend valuable uses of Claude that I have not considered. Prioritize what we can realistically build during our sessions. Create, test, troubleshoot, and refine practical Claude Skills. Improve my existing Skills where appropriate. Develop reusable instructions and workflows. Establish safeguards against invented or unsupported information. Teach me how to modify, duplicate, and create additional Skills afterward. POTENTIAL SKILLS AND WORKFLOWS Possible priorities include: Creating land CMAs using established comparable-property criteria, radius rules, acreage ranges, pricing methodology, and branded templates Turning verified property information into long-form descriptions, MLS copy, Land.com copy, emails, social posts, and brochures Producing listing-performance reports from MLS, ListHub, Zillow, Land.com, and other available data Analyzing active listings and identifying pricing, presentation, photography, and marketing weaknesses Researching properties, competing inventory, ownership records, market conditions, and comparable sales Organizing property documents, surveys, maps, photographs, and correspondence Generating repeatable offer instructions and transaction documents Building seller and expired-listing follow-up workflows Matching buyers with properties Analyzing parcel data to identify likely land and ranch buyers Creating recurring research, reporting, and business-management workflows These are examples, not limitations. An important part of the engagement is helping me identify valuable possibilities I have not considered. ACCURACY REQUIREMENTS Accuracy is critical. Claude must not invent or assume acreage, property features, comparable sales, prices, market statistics, client information, or other factual details. The Skills and workflows must separate verified facts from unverified information, preserve source links, identify missing or conflicting information, ask for clarification when necessary, follow established templates closely, and require my approval before publishing or sending client-facing work. REQUIRED EXPERIENCE Direct real estate experience is mandatory. General marketing work performed for a real estate client is not sufficient by itself. The consultant must have: Hands-on experience applying Claude or advanced AI systems within a real estate business A strong understanding of real estate workflows, property research, listings, comparable sales, marketing, lead management, client communication, and transaction documents Advanced experience creating and troubleshooting Claude Skills Experience with Claude Projects, project instructions, connectors, Cowork, Claude Code, or related integrations The ability to build working systems during live screen-sharing sessions Strong workflow-design and teaching skills Excellent attention to accuracy and detail Experience with land brokerage, rural property, farms, ranches, timberland, acreage valuation, MLS systems, property data, mapping, or real estate CRMs is strongly preferred. COMMUNICATION REQUIREMENT The consultant must speak fluent, easily understandable English and communicate clearly during extended live working sessions. A short video introduction or recorded explanation is required before selection so I can evaluate communication style, spoken English, and actual Claude knowledge. EXPECTED RESULTS By the end of the engagement, I expect: A prioritized list of Claude opportunities for my brokerage Several completed and tested Claude Skills or workflows Improvements to selected existing Skills Clear instructions for operating and modifying each completed Skill Accuracy and quality-control rules built into the workflows An organized list of additional Skills to create later HOW TO APPLY Please provide: A concise explanation of your hands-on Claude experience. Details about your direct real estate experience. Examples of complete business workflows you designed and implemented. How you would prepare for and structure our working sessions. What you realistically expect to complete in approximately eight to ten live working hours. Your earliest availability and time zone. Confirmation that you will personally perform the work. Please do not submit a generic proposal. I want to know what you have personally built, how you think, and what we could realistically accomplish together.

##SITUATION We are a boutique, family owned SEC registered RIA serving high net worth families. About 15 people. We run Salesforce Financial Services Cloud, Microsoft 365. I already build with Claude daily: custom skills, projects, MCP connectors, and generated deliverables. What I do not have is a governed system. Brand tokens live in three places. Document output quality depends on who prompted it. Nothing is versioned. Nobody else at the firm can produce a client ready artifact without routing it through me. You will design that system, build the first production version of it, and train me to own and extend it after you leave. If your plan requires you to stay forever, you are not the right fit. ##SCOPE 1. Firm wide Claude design system Condense and build a single governed source of brand truth that every Claude output pulls from. - Brand token file (colors, type scale, spacing, logo rules, chart palettes) structured so it can be consumed by document generation, HTML, and Salesforce components - Skill and project architecture: what belongs in a skill, what belongs in a project, what belongs in a shared reference file, and how they call each other - Naming, versioning, and backup conventions - A written standard I can hand to a new hire 2. Training and handoff on schema and structure - Live sessions (recorded) teaching me how to add, update, and retire skills and reference files without breaking downstream output - A maintenance runbook: what to review monthly, what breaks first, how to test a change before it goes firm wide - Debug patterns for when generated output drifts off brand 3. Document generation pipelines Repeatable, prompt driven production of: -Simple one page formatted outputs (client summaries, meeting recaps, one page briefs) -Complex 20 to 30 page client reports with cover pages, section dividers, running headers, table of contents, charts, and disclosure pages -Excel styles and templates (formatting standards, conditional formatting rules, chart theming, reusable model shells) - Fillable PDF and word docs Each pipeline needs a defined input, a defined output file format, and consistent formatting across runs. Show me how you handle page breaks, chart theming, and long document assembly, because that is where most of these builds fall apart. 4. HTML and LWC component system - Branded HTML component library for microsites, forms, and email friendly layouts - Lightning Web Component patterns for Salesforce Financial Services Cloud that inherit the same tokens, respect SLDS, and pass a Salesforce code review - Documented so Claude can generate new components on pattern rather than improvising 5. Account Engagement email template and block library Salesforce Account Engagement (formerly Pardot) is our marketing automation platform. We need a branded, reusable email system inside it. - Master email template set: newsletter, event invitation, client announcement, advisor introduction, drip and nurture, plain text style personal send - A block or region library our team can assemble without touching code: hero, headline plus body, two column, advisor bio card, event details, CTA button, disclosure footer, social footer - Email safe HTML that renders correctly in Outlook desktop, Outlook web, Apple Mail, Gmail, and mobile, including dark mode behavior - Merge field and dynamic content handling, correct unsubscribe and preference center links, and required disclosure blocks -Tokens inherited from the same brand source as every other output, so a color change happens once - A Claude pipeline that turns a draft or a content brief into a populated, ready to load template Tell me which Account Engagement email builder version you have built in and how you handle testing across clients. We have an existing internal process that converts .eml files into Account Engagement ready HTML. You may extend it or replace it, but say which and why. 6. Voice and positioning system for text generation Codified tone rules by scenario, with examples and counterexamples: - Client email replies - Internal updates and status notes -Client proposals and pitch material - Marketing and newsletter copy - Compliance sensitive language and phrases we never use Deliverable is a voice reference plus the prompt structure that enforces it, not a style essay. 7. Deployment and administration on a Claude Team plan Rollout plan across roles: advisors, planning, operations, service Seat structure, org level feature toggles, and connector policy Adoption plan with training material by role Documented guidance on what can and cannot be restricted at the Team tier, and a recommendation on whether Enterprise is justified for us Compliance context We are SEC registered. Anything client facing is subject to books and records retention and the SEC Marketing Rule. Your build needs to account for review before distribution, source citation in generated reports, and clear rules on what client data may enter a prompt. Prior experience in financial services, legal, healthcare, or another regulated industry is a strong plus. Deliverables checklist Brand token source file plus consumption pattern for each output type Skill and project architecture map with naming and version standards Four or more production document pipelines (one page, long form report, Excel template set, and one of your recommendation) HTML component library plus LWC component patterns with sample code Account Engagement master templates plus a reusable block library, render tested across major clients Voice and positioning reference with scenario prompts Team plan rollout plan, permission configuration, and role based training material Recorded training sessions plus a written maintenance runbook A 30 day and 90 day extension roadmap You are a fit if you have Shipped production Claude skills, projects, or agent systems for an organization, not just personal use Built document generation pipelines that produce polished, repeatable, multi page files Strong design system fundamentals: tokens, components, documentation Working knowledge of Salesforce Lightning Web Components and SLDS Production email HTML experience, including Outlook rendering, dark mode, and marketing automation template systems Comfort writing documentation and teaching a technical but non engineer operator Opinions. I want someone who tells me when my structure is wrong ##Bonus points Financial services or RIA experience Salesforce Financial Services Cloud specifically Salesforce Account Engagement or Pardot template development Excel or Word template engineering at a high level of polish Experience administering a Claude Team or Enterprise deployment

Senior Fractional SaaS / Full-Stack Engineer for Production CRM Platform I am looking for an experienced Senior Full-Stack SaaS Engineer / Platform Engineer to provide independent technical oversight, production troubleshooting, architecture review, automated testing, and long-term engineering support for an existing construction-industry CRM platform called ForgeOne CRM. This is not a project to build a new application from scratch. ForgeOne is already a substantial working SaaS application with multiple modules, user roles, business workflows, customer/job management functionality, integrations, mobile and desktop interfaces, and an expanding feature set. The platform has been developed rapidly with significant use of modern AI-assisted development tools. That has allowed us to move very quickly, but the application is now reaching the point where I want an experienced senior engineer involved to help transition the development process from rapid feature-building into a more mature production environment with stronger automated testing, monitoring, release controls, architecture oversight, and regression prevention. I am the founder/business owner, not a traditional software engineer. I need someone who can understand the technical side deeply while also communicating clearly with me in normal business language. This will initially be a fractional/part-time position, approximately 5–10 hours per week depending on what is happening. If the relationship is successful and ForgeOne continues growing, this could potentially develop into a much larger role or eventually a full-time technical leadership/engineering position. What I Need My biggest priority is production reliability. As ForgeOne has grown, there are now enough interconnected features that making a change in one area can potentially create an unexpected issue somewhere else. I do not want to rely solely on the founder, employees, customers, or subcontractors manually discovering regressions after a release. I want to develop a proper engineering safety net around the platform. The person I hire should be capable of looking at the entire application as a system rather than only working on individual frontend tickets. You should be comfortable investigating problems across: * Frontend * Backend * APIs * Database * Authentication * User permissions * Multi-tenant data separation * Third-party integrations * Browser/mobile behavior * Deployment * Logging * Monitoring * Automated testing * Production infrastructure * Security Initial Assignment — Production Readiness / Architecture Audit The first thing I want is an independent technical review of the existing ForgeOne platform. I want someone experienced to examine how the system is currently structured before making major recommendations or changes. The review should include areas such as: * Overall SaaS architecture * Code organization and maintainability * Frontend/backend interaction * Database design * Multi-tenant architecture * Company/tenant data isolation * Authentication * Authorization and role-based permissions * API design * Third-party API integrations * Error handling * Logging * Production monitoring * Security * Secrets/environment configuration * Deployment process * Database migrations * Backup/recovery considerations * Performance * Scalability * Mobile responsiveness * Automated testing coverage * Release/change-management process * Technical debt that creates actual business risk I would like findings categorized approximately as: Critical — immediate production, security, data, or operational risk. High — should be corrected before significant customer growth. Medium — important improvements that should be placed on the engineering roadmap. Low — optimization, cleanup, or longer-term technical improvements. I also want the engineer to identify what is currently working well. I am not looking for someone who automatically recommends rebuilding everything because they prefer another framework or architecture. If part of the existing application works correctly, is secure, scalable enough for our requirements, and can be maintained, I want that taken into consideration. Changes should be driven by actual technical or business reasons. Automated Regression Testing A major project I want implemented is a comprehensive automated testing system that acts like real ForgeOne users. The goal is to automatically test critical workflows after changes instead of waiting for a human user to discover that something stopped working. I am interested in browser-based end-to-end testing using Playwright or an equivalent framework. Examples of workflows that should eventually be automatically tested include: * User login * New-user invitations * Invitation acceptance * Authentication * User permissions * Company/tenant separation * Dashboard loading * Navigation * Creating jobs * Opening existing jobs * Editing job information * Estimates * Saving information and returning to it * File uploads * Photo uploads * Multiple-file uploads * Customer workflows * Employee workflows * Subcontractor workflows * Notifications * Status/workflow changes * Mobile navigation * Desktop navigation * Responsive layouts * Major CRM modules * Third-party integration screens * Error states * Permission restrictions I want a structured test environment/test company using controlled test data rather than automated testing that performs destructive actions against real customer information. External integrations that could create real financial or operational transactions must be handled appropriately through sandbox environments, mocks, test accounts, or other safeguards. Production Monitoring I also want much stronger visibility into what is happening when something fails. I am interested in implementing or improving tools such as: * Sentry or equivalent application monitoring * Frontend error reporting * Backend error reporting * API failure tracking * Performance monitoring * Browser console error capture * Failed network request capture * Deployment/version tracking * Useful diagnostic logs * Screenshots or traces from failed automated tests When an automated test fails, I want enough information available that an engineer can quickly determine what happened rather than spending hours trying to reproduce an unknown problem. AI Reliability / Diagnostic Agent Another area I am interested in developing is an internal AI Reliability Agent. The AI should NOT have unrestricted authority to modify production code, production databases, or customer information. The primary purpose would be: * Monitoring * Testing * Diagnosing * Comparing failures with recent changes * Organizing logs * Identifying possible causes * Generating incident summaries * Helping prioritize issues * Suggesting possible fixes * Assisting engineers with investigation For example, if an automated browser test fails while opening a job, the ideal system could collect information such as: * Which test failed * Expected behavior * Actual behavior * Screenshot * Browser console errors * Network/API failures * Relevant application logs * Deployment/version * Recently modified files * Potential source of regression The AI could then help analyze that information and provide an engineer with a useful starting point. I want AI helping engineering, not AI operating production without appropriate controls. Experience with the OpenAI API, AI agents, LLM integrations, developer tooling, or AI-assisted diagnostics is valuable, but strong traditional software engineering experience is more important to me than someone whose primary background is prompt engineering. Release Process I want help developing a safer release process. The eventual goal is something similar to: Development/change → automated tests → code/technical review → staging/testing → approval → production deployment → production smoke tests → monitoring Critical workflows should be tested before a release is considered successful. I also want guidance on sensible rollback procedures when a production change creates a regression. Third-Party Integrations ForgeOne includes and is developing multiple third-party integrations. The engineer should be comfortable reviewing and troubleshooting: * REST APIs * OAuth/authentication flows * Webhooks * API credentials * Rate limits * Error handling * Retries * Sandbox versus production environments * Integration security * Data synchronization * Failure recovery Some integrations involve construction-industry suppliers and other outside service providers, so protecting credentials and preventing unintended external transactions is extremely important. Additional details regarding integrations and architecture can be provided to qualified candidates after appropriate confidentiality protections are in place. Security / Multi-Tenant SaaS Experience Multi-tenant security is extremely important. ForgeOne supports multiple independent companies using the same SaaS platform. I need someone who understands that authentication alone is not sufficient. The architecture must ensure that one customer/company cannot access another company’s: * Jobs * Customers * Employees * Financial information * Files * Photos * Communications * Credentials * Integration information * Other tenant-specific data Experience reviewing authorization, RBAC, tenant isolation, database access controls, API authorization, and SaaS security is highly desirable. Who I Am Looking For I am looking for a senior engineer who has actually supported real production SaaS applications. Ideal experience includes several of the following: * Senior full-stack development * SaaS application architecture * Multi-tenant applications * Modern JavaScript/TypeScript development * Modern frontend frameworks * Backend development * SQL/relational databases * API development * REST APIs * Authentication * Authorization * RBAC * Third-party integrations * Git/GitHub * CI/CD * GitHub Actions or equivalent * Playwright * Cypress or other automated E2E testing * Production monitoring * Sentry or equivalent * Cloud deployment * SaaS security * Performance troubleshooting * Production incident investigation * AI-assisted development * OpenAI/LLM integrations * AI agent development Experience with CRM, ERP, field-service, construction-management, project-management, fintech, insurance, or other workflow-heavy SaaS platforms is a strong plus. The exact technology stack and repository architecture can be discussed with shortlisted candidates rather than making assumptions in this posting. What I Am NOT Looking For I am not looking primarily for: * Desktop IT support * Help desk support * Network administration * Basic website development * WordPress development * Landing-page development * Someone learning SaaS development for the first time * A prompt engineer with limited traditional software engineering experience * An agency sending a salesperson while an unknown developer actually performs the work * Someone who immediately wants to rebuild the entire application before understanding it I want to communicate directly with the engineer who will actually be reviewing and working on ForgeOne. Working Style I move quickly and appreciate clear communication. I do not need technical terminology used simply for the sake of sounding technical. When there is a problem, I want an engineer capable of explaining: 1. What is wrong. 2. Why it matters. 3. What caused it or what likely caused it. 4. What options we have. 5. What they recommend. 6. What could potentially be affected by the change. 7. How we test the fix. 8. How we prevent the same problem from happening again. I value engineers who understand that the objective is not merely to make a bug disappear. The objective is to make the product more reliable after every fix. Engagement This will begin as an hourly fractional engagement. Expected initial involvement is approximately 5–10 hours per week, although hours may increase or decrease depending on the project phase. The first major deliverable will be the technical/production-readiness assessment. If that goes well, I would like the relationship to continue into: * Production stabilization * Automated regression testing * Monitoring * Release-process improvements * Architecture oversight * Security improvements * Integration review * Difficult production debugging * AI Reliability Agent development * Ongoing engineering consultation For the right person, this could become a significant long-term role as ForgeOne grows and could potentially transition into a full-time position in the future. When Applying Please do not send a generic copy-and-paste proposal. Please answer the following: 1. Describe a production SaaS application you personally worked on and what your responsibility was. 2. Have you taken over or audited an application that was developed rapidly and needed stabilization? What did you find and what did you do? 3. Describe your experience with multi-tenant SaaS applications and tenant data isolation. 4. What experience do you have with authentication, authorization, and RBAC? 5. What automated end-to-end testing tools have you used? 6. Specifically, what experience do you have with Playwright, Cypress, or similar browser automation? 7. What production monitoring/error-tracking systems have you implemented? 8. What is your experience troubleshooting difficult production regressions? 9. Have you worked with applications developed using AI-assisted coding tools? 10. Have you built AI agents or LLM-powered engineering/operations tools? If yes, briefly explain what they did. 11. If you discovered that an existing part of ForgeOne was designed differently than you personally would have designed it, how would you determine whether to leave it alone, improve it, or replace it? 12. Are you comfortable beginning with a paid technical audit before assuming broader responsibility? Please begin your proposal with “ForgeOne Review” so I know you read the posting. I am looking for an experienced engineer who can become a trusted independent technical resource for ForgeOne—not simply someone to complete isolated coding tickets.

Fractional Microsoft Copilot & Copilot Studio Specialist (MSP) We are a SOC 2 Type II certified managed IT and cybersecurity provider serving small and mid-market organizations in regulated industries such as CMMC, HIPAA, SOC 2, and GLBA. We are running a company-wide initiative to put AI, primarily Microsoft 365 Copilot and Copilot Studio, into the day-to-day workflows of every team, and we need a hands-on specialist to help us ship real, in-use tools. This is execution work, not strategy slides. You will build grounded Copilot agents, coach our team leads, and leave us with production tools our staff actually use. ENGAGEMENT DETAILS Type: Fractional / contract Commitment: About 10 to 20 hours per week Term: About 90 days, renewable Location: Remote Start: Immediate Rate: Hourly. Please propose your rate. WHAT YOU WILL DO Audit our current Microsoft 365 Copilot and Copilot Studio footprint and identify high-value, high-frequency workflows to automate. Design and build grounded Copilot Studio agents against our line-of-business systems (AutoTask, IT Glue, Datto RMM, QuickBooks Online). Run structured discovery sessions with each team to select two deliverables each. Coach team leads and internal champions on prompt and agent design so the work sustains after your engagement ends. Help us establish lightweight AI governance suitable for a regulated-industry MSP, covering data boundaries and human-in-the-loop review. Deliver each solution with a documented before and after metric such as time saved, error reduction, or throughput. REQUIRED QUALIFICATIONS Demonstrated, hands-on experience building Microsoft Copilot Studio agents in a production Microsoft 365 tenant. Strong working knowledge of Microsoft 365 Copilot, grounding, and admin reporting. Ability to reason clearly about data boundaries, meaning grounded in-tenant versus ungrounded web usage, and why it matters for regulated data. Experience integrating or grounding agents against third-party and line-of-business systems. A portfolio or references showing shipped, in-use AI solutions rather than proofs of concept. NICE TO HAVE Background working with MSPs or IT service providers. Familiarity with compliance frameworks such as CMMC, HIPAA, SOC 2, and GLBA. Experience with Power Platform automation and pay-as-you-go Copilot credit management. Familiarity with AutoTask, IT Glue, Datto RMM, or QuickBooks Online. HOW WE WILL EVALUATE YOU As part of the interview, we will ask you to whiteboard, live, how you would automate one real workflow from our business. We want to see how you reason about grounding, data boundaries, and Copilot Studio orchestration, not a polished pitch. TO APPLY, PLEASE INCLUDE A short note on a Copilot or AI solution you shipped, the workflow it improved, and the measurable result. Your proposed hourly rate and weekly availability. Links or references to relevant agents, automations, or portfolio work.

We have two workflows we're looking for support in creating for our agency. Workflow 1 – Call Transcript to Recap and Email Workflow Overview We are seeking an AI/automation consultant to help our business development and account team automate the process of turning call transcripts into a standardized recap and a draft follow-up email, triggered automatically when a call concludes. This workflow is being requested by business development and account teams but will be built and maintained by operations on their behalf. Current State When a call concludes, the business development or account team member manually takes the call transcript and pastes it into ChatGPT or Claude, prompting for a call recap and a follow-up email. This is done ad hoc, without a standardized recap format or consistent prompting approach across all team members, and depends on the individual's own prompting skill and time. Claude has a native connector to Fireflies. It is not known whether a similar ChatGPT integration exists. The team is open to a third-party connector/automation platform (e.g., Make.com) if needed to run the workflow seamlessly in the background. The team would consider working with Claude if a method exists to meaningfully improve tone replication (e.g., prompting techniques, saved style guides, or a Projects-style setup); otherwise, ChatGPT is preferred for this step due to stronger perceived creative writing capability. Desired Future State A workflow that triggers automatically when a call (recorded via Fireflies, our AI notetaker) concludes. The workflow pulls the transcript and produces two outputs: A call recap in a standardized format (we will provide the output format) for the internal team A draft follow-up email in Outlook, written in the voice of the notetaker owner (the BD/account person on the call). This would be written for the attendees of the meeting and be created in a standard format (which will be provided). Scope of Work 1. Interview business development lead on the current state and future state requirements for the workflow output. 2. Assess and recommend the integration/trigger approach: determine best way to connect Fireflies, the chosen AI tool (ChatGPT and/or Claude), and Outlook/Word, including whether a third-party automation platform (e.g., Make.com) is needed to run the workflow end-to-end 3. Assess and recommend the AI tool/integration approach for tone-sensitive email drafting: including whether prompting, custom instructions, or a “Project”-style setup in Claude could close the tone-replication gap, versus routing this step through ChatGPT. If no clear improvement path exists for Claude, ChatGPT is the team's preferred default for this step. 4. Advise on build approach and provide implementation guidance: the consultant will design and advise; our operations team will handle hands-on implementation on behalf of the business development and account teams, who will be the end users of the workflow 5. Coach both audiences: business development and account team members on how to use the workflow day-to-day (e.g., what to expect, how to review/edit outputs before sending), and the operations team on maintaining and troubleshooting the automation itself. Training approach and cadence to be proposed by the consultant based on the final integration design. Technologies Fireflies (AI notetaking, paid) ChatGPT (paid) Claude (paid) Outlook (email) Word (recap documentation) Ideal Consultant Experience with automation/integration platforms such as Make.com, Zapier, or similar Experience with AI notetaking tools generally (Fireflies or comparable) Strong prompt engineering/AI writing tone-matching experience Experience with Outlook/Microsoft 365 automation Comfortable in an advisory/architect role rather than hands-on development. Success here means our team can implement and maintain the solution independently, with the consultant guiding decisions rather than writing the build. Timing Target start: August 2026. Targeting completion within Q3 2026, with the understanding that implementation pacing depends on internal team bandwidth alongside other priorities. No hard deadline. How to Respond Brief summary of relevant experience and 1-2 case examples, particularly with automation platforms (Make.com/Zapier) and/or AI notetaking or transcript-based workflows Proposed approach and phasing for scope items 1-5, including your recommended approach to the ChatGPT vs. Claude tone-replication question (item 2) Estimated timeline and cost Any clarifying questions Workflow 2 – Business Development Brief & Proposal to Scope of Work Automation Overview We are seeking an AI/automation consultant to help our account team automate the drafting of a Scope of Work (SOW) document from a business development brief and proposal deck. This would be triggered on demand by the account person, with the ability to specify which pricing tier and buy-up options the client has selected. This workflow is being requested by the account team but will be built and maintained by operations on their behalf. Current State Scopes are drafted manually, pulling details from the business development brief (Word) and proposal deck (PowerPoint). A previous scope is typically saved as a copy to preserve formatting and used as the starting point, then customized to the new engagement. Scopes follow a standardized format, documented clearly in an existing template, which can be provided to the consultant directly. Business development briefs contain the solution design which dictates tiered packages and buy-ups for the proposal. The business development briefs tend to be inconsistent due to the number of contributors involved in drafting it, however the proposal deck follows a consistent format across engagements. Desired Future State A structured environment (e.g., a Claude Project or comparable setup) pre-loaded with the standardized scope format and drafting instructions, where the account person inputs the business development brief and proposal deck, and directs in plain language which pricing tier and buy-up options the client selected (e.g., “client selected Intermediate plus the Concepting buy-up”), and receives a drafted scope of work (Word doc) in the standardized format for refinement. If it is not cost prohibitive, this word doc would save to the appropriate location within our SharePoint structure for editing. Scope of Work 1. Design and configure a structured project/workspace (e.g., a Claude Project or comparable setup) pre-loaded with the existing standardized scope template and drafting instructions, so the account person doesn't need to re-explain the format or process each time 2. Assess the business development brief and document what needs to be true within it (structure, required fields, level of detail) for it to be reliably usable as an input for scope drafting 3. Advise on build approach and provide implementation guidance: the consultant will design and advise; our operations team will handle hands-on implementation on behalf of the business development and account teams, who will be the end users of the workflow 4. Coach both audiences: business development and account team members on how to use the workflow day-to-day (e.g., what to expect, how to review/edit outputs before sending), and the operations team on maintaining and troubleshooting the automation itself. Training approach and cadence to be proposed by the consultant based on the final integration design. Technologies Word (business development brief, SOW) Power Point (proposal deck) ChatGPT (paid) Claude (paid) SharePoint (file server) Ideal Consultant Familiarity with Claude Projects or structured AI workspaces Comfortable in an advisory/architect role rather than hands-on development. Success here means our team can implement and maintain the solution independently, with the consultant guiding decisions rather than writing the build. Comfortable working with data within our existing paid AI tool environment Timing Target: complete within Q3 2026. How to Respond Brief summary of relevant experience and 1–2 case examples, particularly with Claude Projects/structured AI workspaces and document extraction from Word/PowerPoint Proposed approach and phasing for scope items 1–4, including your recommended approach to documenting business development brief requirements (item 2) Estimated timeline and cost Any clarifying questions

# AI Business Tools Trainer and Consultant for Healthcare/DME Company ## Project Overview Hiro Health is a growing healthcare company specializing in sleep diagnostics, CPAP therapy, PAP resupply, oxygen services, ventilator services, and durable medical equipment. We are seeking an experienced AI business trainer and consultant to provide personalized, hands-on instruction to the company owner and selected managers. The goal is to teach us how to effectively use AI platforms such as: * ChatGPT * Claude * Google Gemini * Microsoft Copilot * Other relevant AI and automation tools This is not a general introductory AI course. Training must be customized around Hiro Health’s actual business operations, financial reporting, healthcare research, management responsibilities, and growth plans. ## Primary Objective At the completion of the project, we should be able to independently use AI to: * Analyze business and financial information * Improve operational processes * create reports, policies, and procedures * Conduct reliable business and healthcare research * Develop employee and management materials * Evaluate acquisitions and growth opportunities * Identify tasks that can be automated * Select the best AI platform for each type of project * Protect confidential patient, employee, and company information The consultant should teach us how to use AI—not simply perform the work on our behalf. ## Areas of Training ### 1. AI Platform Selection Teach us the differences between ChatGPT, Claude, Gemini, and Microsoft Copilot, including: * Strengths and weaknesses of each platform * Best business uses for each tool * Free, paid, business, and enterprise account differences * File-upload and data-analysis capabilities * Research and source-verification capabilities * Integration with Microsoft 365, Google Workspace, and other systems * Privacy and data-retention considerations ### 2. Prompt Development Teach us how to: * Write clear and effective prompts * Provide the appropriate background, data, and instructions * Improve an AI-generated answer through follow-up prompts * Create reusable prompt templates * Build multi-step prompts for complex projects * Reduce inaccurate or fabricated responses * Verify important facts and calculations * Convert successful prompts into standardized company workflows ### 3. Financial Analysis Use realistic Hiro Health examples to teach AI-assisted: * Profit-and-loss statement analysis * Balance-sheet and cash-flow analysis * Budget development * Financial forecasting * Gross-margin analysis by service line * Labor and productivity analysis * KPI development and reporting * 13-week cash-flow forecasting * Acquisition valuation and financial modeling * SBA loan and debt-service analysis * Excel formula, table, dashboard, and chart creation * Comparison of actual results against budgets and benchmarks ### 4. Operations and Process Improvement Teach us how to use AI to: * Create and improve standard operating procedures * Document departmental workflows * Identify process bottlenecks * Develop quality-control checklists * Build employee training materials * Analyze operational reports * Create management dashboards * Develop implementation and project plans * Improve CPAP setup, resupply, sleep-testing, oxygen, and ventilator workflows * Identify repetitive tasks that may be automated ### 5. Sales and Referral Management Training should include: * Physician-referral data analysis * Referral-source ranking and segmentation * Sales-territory analysis * Identification of declining or underperforming accounts * Sales representative performance analysis * Sales plans and account strategies * Physician outreach emails and materials * Competitor and market research * Commission and incentive-plan modeling * Customer-review and satisfaction analysis ### 6. Human Resources and Management Teach us how to use AI to develop: * Job descriptions * Interview questions * Candidate scorecards * Performance evaluations * Employee policies * Corrective-action plans * Training documents * Internal company communications * Meeting agendas and summaries * Organizational and staffing plans * Compensation comparisons * Employee productivity measurements ### 7. Healthcare, DME, and Reimbursement Research Teach us how to conduct and verify research involving: * Medicare and commercial insurance requirements * DME billing and reimbursement * HCPCS and CPT codes * CPAP, oxygen, ventilator, and sleep-testing requirements * Industry benchmarks * Market and competitor information * Accreditation and licensing requirements * New product and service opportunities * Authoritative government and payer sources The trainer should emphasize that AI research does not replace legal, clinical, billing, compliance, or accounting review. ### 8. AI Automation Opportunities Teach us how to identify and evaluate opportunities involving: * Microsoft Copilot * Microsoft Power Automate * AI agents * Robotic process automation * Scheduled reports * Automated document summaries * Email and meeting follow-up * Data extraction and classification * Management notifications * Brightree, QuickBooks, Microsoft Fabric, Shopify, and Microsoft 365 workflows The consultant should explain when generative AI is appropriate and when traditional automation or systems integration is a better solution. ## Healthcare Privacy and Security Because Hiro Health operates in healthcare, the training must address: * HIPAA and protected health information * Personally identifiable information * De-identifying information before using AI * Consumer versus enterprise AI accounts * Business Associate Agreement requirements * Data-retention and model-training settings * User access and permission controls * Approved and prohibited AI uses * Review requirements before AI-generated work is used * Situations in which information should never be entered into an AI platform Actual patient information should not be used during training. Examples should rely on synthetic, anonymized, or properly de-identified information. ## Preferred Project Structure We anticipate a six-to-eight-week engagement consisting of: * One or two virtual training sessions per week * Approximately 60–90 minutes per session * Hands-on exercises using Hiro Health business scenarios * Assignments between sessions * Recordings of sessions when permitted * Reusable templates and reference materials * Limited follow-up support between sessions * A final AI implementation plan We are open to an alternative structure if the consultant recommends a more effective approach. ## Required Deliverables The consultant should provide: 1. An initial assessment of our AI knowledge and business priorities. 2. A customized training curriculum. 3. Live, hands-on training sessions. 4. A comparison guide for ChatGPT, Claude, Gemini, and Microsoft Copilot. 5. A reusable prompt library organized by business function. 6. At least five completed AI-assisted workflows based on Hiro Health’s needs. 7. Step-by-step instructions for each workflow. 8. An AI privacy, security, and acceptable-use checklist. 9. A process for verifying AI-generated work. 10. Recommendations for appropriate business or enterprise AI subscriptions. 11. A prioritized list of future automation opportunities. 12. A 90-day AI implementation roadmap. ## Ideal Candidate The ideal consultant will have: * Advanced experience with ChatGPT, Claude, Gemini, and Microsoft Copilot * Experience teaching business owners and executives * Strong prompt-engineering and workflow-design skills * Experience with Excel and Microsoft 365 * Business financial-analysis experience * Knowledge of AI privacy, security, and governance * The ability to explain technical topics in straightforward business language * Experience converting AI use cases into repeatable company processes Healthcare, DME, HIPAA, Brightree, QuickBooks, Microsoft Fabric, or Power Automate experience is strongly preferred. ## Proposal Requirements Please include: * A summary of your relevant experience * Examples of similar AI training engagements * Your experience with healthcare or regulated businesses * Your proposed training structure * Estimated project timeline * Hourly rate or fixed project price * Examples of training materials or workflows you have created * Relevant AI, Microsoft, healthcare, or technology certifications * Your availability for live virtual sessions ## Applicant Screening Questions 1. How would you compare ChatGPT, Claude, Gemini, and Microsoft Copilot for a healthcare business? 2. What precautions should a HIPAA-regulated company take when using AI? 3. Describe a business workflow you have improved using generative AI. 4. How do you teach users to recognize incorrect or fabricated AI answers? 5. How would you structure a customized AI training program for Hiro Health? 6. What experience do you have using AI with Excel, financial statements, and operational data? 7. How would you help us build a reusable company prompt library? 8. What healthcare, DME, Microsoft 365, or automation experience do you have? ## Definition of Project Success At the conclusion of the project, Hiro Health’s owner and participating managers should be able to: * Select the appropriate AI tool for a specific business need * Write effective prompts without outside assistance * Analyze common company reports and spreadsheets * Create professional business documents * Conduct and verify business research * Protect confidential and regulated information * Develop reusable prompts and AI workflows * Identify strong candidates for automation * Train additional employees on approved AI practices * Continue developing AI-assisted workflows independently

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.

We are seeking a Forward Deployed Engineer to own full client engagements from pre-sale with a hot lead through delivery and handover. This role combines 60% software engineering with 40% strategic ownership. You will design solutions, build and maintain CI/CD pipelines, assess technical risk, and manage production incidents. You should have 7+ years of experience shipping real-world software. We are tech-agnostic, meaning we are open to considering candidates with diverse technology backgrounds — .NET/C#, Java, Python, Node.js, or similar. While .NET/C# is our primary backend language and Angular our primary frontend framework, prior experience with either is not mandatory — Vue, React, or similar works just fine., with strong backend proficiency in .NET (C#), and experience with cloud platforms. You must also be proficient in production AI integrations, including RAG systems, LLM APIs, agents, and vector databases. You will communicate directly with clients, so having experience in direct client communication is a must; also run requirement discovery sessions, and translate technical constraints into business value without a PM or BA intermediary.