• Meet with veterinary practice leadership to review what is working and what could be improved to maximize Vetsource product benefits to the practice and their clients. • Train the veterinary practice customer on the Vetsource product(s) or service(s) of utmost value to them. • Collaborate closely with the Sales team to offer an exceptional and seamless customer experience. • Provide recommendations, resources, and assets to the hospital team, based on a practice’s highest indicated needs and interests. • Maintain an innovative and adaptive approach to implementing the Vetsource platform within practices.

• Establish and own the company’s approach to AI adoption across departments. • Identify high-impact opportunities where AI can improve workflows, efficiency, and output. • Build and prioritize an AI roadmap based on business needs and operational impact. • Serve as the internal owner for all AI-related initiatives across the organization. • Design, build, and implement AI-powered workflows that reduce manual work and improve execution speed. • Translate existing processes into scalable and repeatable systems supported by AI and automation. • Ensure workflows are practical, reliable, and integrated into daily operations. • Continuously refine systems based on performance data and team feedback. • Partner with ecommerce, growth marketing, and operations teams to identify operational improvement opportunities. • Support AI use cases across ecommerce optimization, marketing workflows, reporting, documentation, task automation, and process efficiency. • Help teams improve speed and output without increasing complexity or sacrificing quality. • Monitor and maintain AI workflows to ensure ongoing effectiveness and reliability. • Troubleshoot workflow issues and refine systems as tools evolve.

Role Description As an Implementation Consultant, you will be the bridge between new customers and long-term success with Follow Up Boss. You will guide customers through onboarding, system setup, data migration, integrations, and admin training, helping them adopt the platform in ways that fit their business goals and workflows. Your work will shape the customer experience from kickoff through handoff and help set every customer up for lasting success. - Own the end-to-end implementation process from kickoff through admin training and customer handoff. - Configure Follow Up Boss to align with customer workflows, team structures, permissions, lead routing, inboxes, and phone setup. - Manage implementation timelines, milestones, risks, and customer-facing communication throughout the onboarding process. - Support data migrations, imports, exports, and third-party integrations across each customer’s tech stack. - Troubleshoot implementation issues, escalate effectively when needed, and partner with Support or Engineering to resolve blockers. - Gather customer goals and feedback, and turn those insights into implementation recommendations and process improvements. - Deliver admin training and create documentation that helps customers manage their setup and integrations over time. - Partner with Sales, Product, Customer Success, and Support to ensure smooth handoffs, strong feedback loops, and a seamless customer experience. Qualifications - 3+ years of experience in SaaS implementation, technical account management, or consulting, ideally supporting CRM or other customer-facing platforms. - Experience with CRM systems such as Follow Up Boss, Salesforce, HubSpot, Zoho, or similar tools. - Strong project management skills, with the ability to manage multiple customer implementations and communicate status, risks, and next steps clearly. - Comfort working with APIs, integrations, data imports and exports, data mapping, and spreadsheet-based data cleanup. - Strong communication and presentation skills, with the ability to explain technical concepts to non-technical users and stakeholders. - A customer-first mindset, including empathy, problem-solving, sound judgment, and calm communication in escalated situations. - Familiarity with Zapier, real estate technology platforms, or related integrations is a plus. Requirements - This role has been categorized as a Remote position. “Remote” employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice, which must be identified to the Company. - U.S. employees may live in any of the 50 United States, with limited exceptions. - In California, Connecticut, Maryland, Massachusetts, New Jersey, New York, Washington state, and Washington DC the standard base pay range for this role is $29.30 - $46.70 hourly. - In Colorado, Hawaii, Illinois, Minnesota, Nevada, Ohio, Rhode Island, and Vermont the standard base pay range for this role is $27.80 - $44.40 hourly. - In addition to a competitive base salary, this position is also eligible for equity awards based on factors such as experience, performance, and location. - Employees in this role will not be paid below the salary threshold for exempt employees in the state where they reside. Benefits - Competitive base salary. - Equity awards based on experience, performance, and location. Company Description At Zillow, we’re reimagining how people move—through the real estate market and through their careers. As the most-visited real estate platform in the U.S., we help customers navigate buying, selling, financing, and renting with greater ease and confidence. - Zillow was named one of FORTUNE 100 Best Companies to Work For® in 2025. - Included on the PEOPLE Companies That Care® 2025 list. - Committed to creating an innovative, inclusive, and engaging culture where employees are empowered to grow.

• Lead the technical implementation workstream for enterprise customer deployments from kickoff through go‑live • Conduct technical discovery related to customer environments, identity systems, integrations, data sources, and deployment requirements • Translate business and implementation requirements into scalable, customer‑centric technical configuration and deployment plans • Define, document, and manage technical design decisions aligned with platform standards and long‑term maintainability • Partner collaboratively with Customer Success and Implementation teams to ensure technical execution aligns with the overall rollout strategy • Track and document technical implementation activities to support transparency, knowledge sharing, and repeatability • Lead configuration and troubleshooting of single sign‑on (SSO) and user provisioning using SAML, OIDC, and related technologies • Collaborate authentically with customer IT and security teams to validate connectivity, certificates, claims mapping, and identity architecture • Support enterprise security readiness reviews and document final configurations for long‑term operational success • Scope, design, and configure integrations with upstream and downstream customer systems • Lead validation of APIs, file‑based integrations, middleware workflows, and data exchange patterns • Troubleshoot and resolve integration issues during implementation and testing with a calm, solutions‑oriented approach • Lead planning and execution of data migrations, imports, and configuration deployments • Validate source data quality, mappings, transformations, and readiness for import • Perform technical validation prior to customer UAT and go‑live to ensure reliability and scalability • Support technical test planning for SSO, integrations, data loads, and environment configuration • Identify and communicate technical risks, dependencies, and blockers impacting launch readiness • Define and evolve standard patterns for integrations, data loads, SSO configuration, and environment setup • Create documentation and technical accelerators that reduce manual effort and improve implementation velocity