Implementation & Systems Consultant (Remote: US, Canada & Latin America)

Job summary

You will lead client discovery sessions to map complex workflows and translate business requirements into scalable, automated system architectures. You are responsible for managing the full project lifecycle, including configuration, project governance, and coordinating technical execution with internal engineers.

Job details

The Role You will turn how a business actually runs into a scalable, automated system, owning the client relationship from the first discovery call to final delivery. If you have ever been the person at your company who "figured out the tools" and ended up running the whole operational process, this role was built for you. You own the client, the delivery plan, and the system build (primarily using modern relational/no-code platforms like Airtable, and integration tools like Make/Zapier). A dedicated internal Engineer handles custom code—your focus is architecture, configuration, project governance, and client success. What You'll Do Lead Discovery: Run client sessions to map complex workflows, identify operational bottlenecks, and translate business requirements into clean technical specifications. Design Systems at Scale: Architect data models, relational schemas, automated workflows, and client-facing interfaces built to handle enterprise scale (ensuring a build that works for 10 records scales seamlessly to 100,000+). Hands-on Configuration: Build and configure solutions directly. You won't write custom code from scratch, but you will build and own the core system structure. Run Project Delivery: Own scope, milestones, status reports, and timelines across a portfolio of enterprise clients while coordinating technical execution with internal Engineers. Optimize Existing Architectures: Audit clients' current system setups to make them cleaner, faster, and easier to scale. What You'll Need Systems-Building Track Record: You have shipped working systems in relational, low-code, or operations platforms (Airtable, Notion, Retool, HubSpot, Salesforce, Zapier/Make, or similar) that real teams rely on. Your background can be in solutions consulting, technical project management, operations, or engineering. Relational Data Instincts: Deep understanding of relational database principles—linked records, primary keys, foreign keys, one-to-many/many-to-many relationships, and why schema structure matters at scale. Client-Facing Project Ownership: Proven experience running client meetings, managing scope/expectations, and managing multiple projects simultaneously. Ownership: You thrive when you own the outcome, not just a to-do list. Accountability: You own outcomes across multiple projects at once and don't wait to be told what's next. Location & Availability: Based in the US, Canada, or Latin America, with English level of C1+ communication and alignment with US business hours (EST/CST/PST). Nice to Have Formal database or data modeling experience (SQL, ERDs, schema normalization). Hands-on experience with Airtable, ClickUp, or similar workflow platforms. Background in B2B consulting, technical agencies, RevOps, or business operations. Work Structure Type: Full-time (40 hours/week), fully remote. EST/CST/PST (dedicated availability aligned with US business hours) Engagement: Contractor agreement via Rippling.

What you’ll do

You will lead client discovery sessions to map complex workflows and translate business requirements into scalable, automated system architectures. You are responsible for managing the full project lifecycle, including configuration, project governance, and coordinating technical execution with internal engineers.

Requirements

Candidates must have a proven track record of building systems using relational, low-code, or operations platforms and possess deep knowledge of relational database principles. Strong client-facing project management experience and the ability to work independently in a remote environment are essential.

Listed skills

• Project management · Preferred
• Salesforce · Preferred
• Workflow Automation · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Airtable
• Make
• Zapier
• Notion
• Retool
• HubSpot
• Salesforce
• Systems Architecture
• Relational Databases
• Workflow Automation
• Project Management
• Client Success
• Data Modeling
• Technical Specifications
• Operations
• Business Consulting
• No-Code Development Platform (NCDP)
• Accountability
• Business Operations
• Workflow Management
• Notion (Software)
• Project Delivery
• Primary Keys
• ClickUp (Software)
• Foreign Keys
• Auditing
• Business To Business
• Business Requirements
• Communication
• Consulting
• English Language
• Scalability
• Milestones (Project Management)
• Project Governance
• SQL (Programming Language)
• Timelines
• HubSpot CRM
• Scope Management

Job areas

• Technology
• Consulting
• Software
• Data & Analytics
• Management & Leadership
• Implementation Consultant
• Business / Management Consultant
• Management and Organization Analysts
• Management Analysts