- Hourly: $30.00 - $50.00
- Intermediate
- Est. time: More than 6 months, 30+ hrs/week
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.
- Hourly: $20.00 - $80.00
- Intermediate
- Est. time: 3 to 6 months, 30+ hrs/week
About the Company We're a B2B distributor of medical, industrial, and veterinary supplies based in Minnesota. Our team operates on a Microsoft-first stack — Microsoft Dynamics GP (Great Plains) as our ERP, SalesPad for order management, SQL Server as our data backbone, and Microsoft 365 across the organization. We're building out a reporting and analytics function to give our sales team and leadership better visibility into the business. What We're Building We need an experienced Power BI developer to work alongside our internal data specialist and sales team to design, build, and deliver a suite of operational dashboards. This is a hands-on development role — you'll be writing DAX, building data models, and working directly with SQL Server as your data source. Initial dashboards will include: Sales by item, item category, and product line Sales by customer and customer segment Sales by rep and sales territory Order volume and revenue trends over time Year-over-year and period-over-period comparisons Item cross reference self-service tools Your Responsibilities Connect Power BI Desktop to SQL Server (via ODBC/DirectQuery or import mode) and build clean, performant data models Write T-SQL queries and views against Dynamics GP tables (SOP, RM, IV modules) and SalesPad tables as the reporting layer Collaborate with our internal data specialist on schema, table relationships, and data definitions Work with our sales team to understand reporting requirements and translate them into dashboard designs Build and publish reports to Power BI Service for sharing across the organization Document your data models, measures, and report logic so work is maintainable internally Required Skills & Experience 3+ years of Power BI development experience (Desktop + Service) Strong T-SQL — you'll be writing queries against GP's table structure (SOP30200, RM00101, IV00101, etc.), not just connecting to a clean data warehouse Experience building star-schema or similar data models in Power BI Proficient in DAX for calculated measures, time intelligence, and KPIs Comfortable working directly with source ERP databases — no pre-built connectors here Strong communication skills — you'll need to translate business questions into data requirements Nice to Have Prior experience with Microsoft Dynamics GP or similar ERP (SAP B1, Sage, Acumatica) Familiarity with SalesPad or distribution/supply chain business processes Experience with Power BI incremental refresh and row-level security (RLS) Experience publishing to Power BI Service and scheduling dataset refreshes
- Hourly: $25.00 - $150.00
- Intermediate
- Est. time: 1 to 3 months, Less than 30 hrs/week
**AI Agents Trainer / Microsoft Copilot Studio Workshop for HR Leaders** We are looking for an experienced AI practitioner and trainer to help design and deliver a practical, hands-on workshop introducing AI agents to a nontechnical HR leadership audience. This is not a developer or highly technical audience. We are looking for someone who can translate AI concepts into plain language, connect them to real business workflows, and create an engaging learning experience that culminates in participants building their first AI agent. **What We're Looking For** The workshop should help participants: * Understand what AI agents are and how they differ from traditional AI/Copilot use * See practical examples of how agents are being used to automate or redesign knowledge work * Identify repetitive or process-driven work that could potentially be delegated to an AI agent * Understand the fundamentals of designing an effective agent * Receive hands-on instruction using Microsoft Copilot Studio * Design, build, test, and improve a simple functional agent * Leave with enough confidence and understanding to continue experimenting with agents independently **Audience** HR leaders and professionals with varying levels of AI experience. Participants are business users, not programmers or developers. The training needs to be approachable, interactive, and focused on practical application rather than technical theory. **Format** We anticipate approximately 1–5 hours of training and are open to recommendations from the selected trainer regarding the appropriate length and structure. I will lead the broader portion of our program connecting effective AI use to leadership and management skills. This engagement would focus specifically on AI agents, practical use cases, and the hands-on learning/building experience. **Ideal Background** We are particularly interested in someone who combines: * Hands-on experience building AI agents * Microsoft Copilot Studio experience * Strong presentation and facilitation skills * Experience teaching nontechnical business audiences * Ability to translate technical concepts into practical business applications * Experience with HR, shared services, or business process improvement is a plus When submitting a proposal, please briefly describe how you would structure the workshop, your recommended length, relevant training or facilitation experience, examples of agents or AI solutions you have built, and your estimated project cost. Our goal is not simply to teach participants how to use a new tool. We want them to begin thinking differently about how work can be designed—where AI can handle repetitive work and where people can spend more time on judgment, relationships, coaching, and strategic decision-making.
- Hourly
- Intermediate
- Est. time: 1 to 3 months, Not sure
We are looking for a talented designer who builds in WordPress to execute an established creative direction for a boutique podcast production company. This is not a branding or strategy project. The brand positioning, information architecture, wireframes, functionality, and most copy are already complete. We are looking for someone with strong visual design skills who can translate our vision into a polished, editorial-style WordPress website. The project includes: * Single-page scrolling WordPress website * Minimal, modern editorial aesthetic * Interactive sections with subtle animations * Responsive/mobile-first design * Clean, maintainable WordPress implementation * Easy content management through WordPress admin The ideal designer has: * A strong portfolio of clean, modern websites * Excellent typography and layout skills * Experience building custom WordPress sites * An eye for restrained, premium design! * Ability to recommend elegant interaction patterns Please include: * link to 3 RELEVANT portfolio examples * Your estimated timeline * Ballpark project cost * A brief description of your design process A detailed brief (including architecture, functionality and most copy) will be shared with shortlisted candidates.
- Hourly
- Intermediate
- Est. time: Less than 1 month, Less than 30 hrs/week
I am seeking a clean, sophisticated, and modern logo for Studio Exchange Salon Suites. I need a clean design that translates easity from digital to print to signage.
- Hourly: $35.00 - $50.00
- Intermediate
- Est. time: 1 to 3 months, Less than 30 hrs/week
Partiful (the events platform) is hiring a freelance QA professional to audit the Spanish-language version of our mobile app. The work - two sessions: Session 1: full review of the Spanish app on both iOS and Android - translation accuracy in context, flagging awkward or broken copy, proposing tighter phrasing where strings run long. Deliverable: clear, written, reproducible bug reports. Session 2 (a few weeks later): re-verify after our fixes ship. Strong work may expand scope (web + notification strings) and can lead to recurring per-release Spanish QA. Requirements: Professional QA experience - mobile app testing, with reproducible written bug reports Native US/Latin American Spanish (our app ships es-US - not Spain Spanish) Able to test on both iOS and Android devices Remote welcome (US/LatAm time zones); NYC or LA a plus Preferred: you already know Partiful as a user - context matters for judging copy Process: Short intro call → paid 2-hour trial task (audit one section of the app, deliver a bug report) → full engagement. Approximately 25–40 hours total across both sessions.
- Hourly: $25.00 - $35.00
- Intermediate
- Est. time: Less than 1 month, Less than 30 hrs/week
We need a designer to create a custom leather patch for promotional hats. The project includes developing a unique design concept, refining the artwork, and preparing final files for production. The ideal freelancer should be able to translate our brand identity into a polished, wearable patch that looks great on hats. Please share relevant examples of similar work and your approach to creating a clean, professional final product. I have uploaded a photo of the logo of the company that makes our hats. In addition, I have uploaded a photo of our current design. I am trying to come up with a special edition design patch that looks more like theirs, with the details. I have many, many trucking photos I can provide but I have attached a few. We delivery rock, dirt, sand via dump trucks. Edit: I have commissioned a few artists and it is important that I emphasize: - I want to use my custom images, there should be no clip art or clearly generic trucks, scenery, etc as part of the design. - I will not accept an Ai generated design
- Fixed price
- Intermediate
- Est. budget: $4,300.00
We are seeking a talented professional to create a complete floorplan for a single family home. Living square feet of 3300. Total square feet roughly 4300. This home will be French Chateau style. We strongly prefer someone who has completed a project with this style or similar style. The ideal candidate should have experience in architectural design and be able to translate our vision into detailed, functional blueprints that can be submitted to the city for permits. This means there need to be separate pages for plumbing, electrical hvac, framing, roofing, foundation, etc. You would need to make sure blueprints pass city requirements for each project. I would love to find someone who can also handle interior design for us to minimize how many interior choices we have to make during the build process, but not required. We are shooting for a fee of $1 per total square feet for finished binder. Plus an additional cost per square foot for interior design work. Please do not send a proposal if your fee is significantly higher than $1 per total foot.
- Hourly: $20.00 - $20.00
- Intermediate
- Est. time: 3 to 6 months, Not sure
**Job Title: Italian Dual Citizenship Document & Case Management Assistant** I am seeking a highly organized, proactive assistant to help in **Italian dual citizenship (jure sanguinis) applications** to manage a complex, ongoing family case. I have been working with an attorney, my mother, and my three sisters to obtain Italian dual citizenship for my daughter and me. The process involves multiple family members, extensive email correspondence, document requests, birth certificates, possible name or record amendments, apostilles, translations, and numerous outstanding deliverables. I just need help with my portion, as I am behind my family members. I am overwhelmed by the volume of information and need someone who can step in, organize the case, and take the lead on the administrative footwork for me. **What I Need Help With** * Review my backlogged case-related emails and attorney requests * Identify every outstanding task, document, deadline, and unresolved question * Create and maintain a clear master checklist and case tracker * Organize requirements by applicant and family member * Communicate with me, my attorney, government agencies, records offices, translators, and other approved parties as needed * Research procedures for obtaining and correcting vital records * Prepare applications, request forms, cover letters, and document packets * Coordinate birth, marriage, death, and naturalization records * Track amendments, certified copies, apostilles, and translations * Follow up consistently on outstanding requests * Bring documents to me in a completed, organized form when my signature, identification, payment, or decision is required * Provide brief, easy-to-understand progress updates My goal is for this person to become the **central administrative point person for my portion of the case**, working within the guidance provided by our attorney. This role does not involve providing legal advice. **Ideal Candidate** * Has direct experience with Italian dual-citizenship or jure sanguinis applications * Understands vital records, apostilles, certified translations, and record amendments * Is comfortable managing complex cases involving several relatives and jurisdictions * Is exceptionally organized, detail-oriented, persistent, and responsive * Can read lengthy email threads and turn them into a clear action plan * Takes initiative and follows through without requiring constant direction * Handles confidential personal and identity documents securely * Communicates professionally and compassionately * Is willing to sign a confidentiality agreement if requested **To Apply** Please submit your proposal through Upwork and answer the following: 1. What direct experience do you have with Italian dual-citizenship applications? 2. Have you handled document discrepancies, name corrections, record amendments, apostilles, or certified translations? 3. How would you approach reviewing a large email backlog and creating a master case plan? 4. What information or access would you need from me to begin? 5. What steps do you take to protect sensitive personal documents? 6. Please describe one similar case you helped organize or complete, without revealing confidential client information. Please begin your proposal with the words **“Italian Citizenship”** so I know you have read the full posting. This will begin as a backlog clean-up and case-organization project, with the possibility of continued work through completion of the citizenship process. Thank you for your consideration!
- Hourly: $30.00 - $250.00
- Expert
- Est. time: 1 to 3 months, Hours to be determined
Seeking an experienced PyTorch engineer with strong knowledge of transformer internals to help implement a model-specific runtime intervention module within an existing supervisory architecture. The core architecture, evaluator, control logic, interfaces, and project structure are already implemented. This engagement focuses on implementing and validating the actuator layer that translates neutral control directives into model-specific residual-stream operations.