Professional Services Implementation Consultant

The Role

Do you enjoy leading discovery sessions with Sales Ops leaders in the morning, followed by hands-on product configuration in the afternoon? Do you thrive on working with a rapidly changing, innovative product? Does your passion for helping others shine through when you’re working with customers? If so, come sail with us and join our growing Professional Services team!

This role is for implementation consultants with a broad set of skills who enjoy leading configuration planning, doing hands-on implementation, and enabling customers to use data insights. We are looking for motivated team members who are skilled in translating customer goals into plans, have a passion for solving complex problems, and are driven to become deep product experts.

***Highly prefer candidates who are located in MST or PST and in Denver or San Francisco.

Responsibilities

• Guide the onboarding and implementation of new customers, from kickoff to launch
• Manage multiple stakeholders from Sales, Sales Operations, Sales Enablement, and IT leadership, providing a positive experience and ensuring their goals are met
• Develop and manage an implementation roadmap and project plan that delivers quick time to value and on-time delivery
• Conduct discovery sessions to understand Sales initiatives, challenges, and success metrics that drive program design
• Guide customers through program design and configuration decisions based on customer requirements and our client’s best practices
• Collaborate with Data Science and Engineering to validate configuration requirements and develop custom implementations
• Coordinate technical integrations with SFDC, email/calendar, and other sales tools
• Set up and configure including user administration
• Proactively identify implementation barriers and collaborate with customer and our client’s teams to address them
• Guide customers through user adoption activities, including launch communications, and deliver brief end-user training
• Collaborate with the Customer Success Manager in sharing results, insights, and recommendations during check-in and QBR meetings
• Lead implementation engagements with prospects during presales trials and with existing customers (e.g. new feature deployments and expansions to new teams)
• Collaborate with internal teams to continuously improve processes and the customer experience across all touchpoints
• Contribute to the growth of our client’s Customer Success practice by developing best practices guides and tools, and mentoring team members

Qualifications

• 3-10 years of enterprise platform implementation experience with Fortune 500 customers
• Experience as an admin with deep product knowledge of an enterprise SaaS platform
• Experience as an SFDC admin preferred
• Domain expertise in Sales, Sales Enablement, or Sales Operations
• Comfortable with data analytics and experience helping customers understand data insights
• Outstanding customer management skills (discovery, advisory, project management, and stakeholder management)
• Experience managing multiple customer engagements simultaneously and ensuring a successful and timely completion
• Excellent writing and verbal communication skills
• Experience working with a rapidly changing SaaS product and thrive in a dynamic, fast-paced environment wearing many hats
• Personable and collaborative with a track record of working successfully across teams