Lead the end-to-end solution design and delivery for new and existing customers post-sale, ensuring a seamless and impactful onboarding experience
Conduct discovery sessions to gather business requirements, uncover challenges, and define solution architecture and workflows
Configure and optimize platform implementations to align with customer goals and success criteria
Provide enablement documentation, and hands-on training to ensure customer self-sufficiency and early adoption success
Leverage AI tools and systems to streamline workflows, accelerate solution delivery, and continuously improve team productivity
Strategic Advisory & Value Realization
Serve as a trusted advisor to customers, guiding them on best practices, solution optimization, and change management
Drive strategic conversations about how the platform can evolve with their business needs over time
Project Leadership & Delivery
Lead or proactively support project management activities, including timelines, stakeholder alignment, scope, and resource coordination
Identify and mitigate risks throughout the project lifecycle while ensuring a strong transition to steady-state operations
Actively manage communication with customers and internal teams to ensure alignment on progress and outcomes
Cross-Functional Collaboration & Process Innovation
Collaborate with Product, Engineering, Customer Success and Support to share customer insights to inform roadmap priorities and feature enhancements
Contribute to playbooks, solution templates, and internal tools that elevate the efficiency and consistency of solution delivery
Serve as a subject matter expert internally, supporting onboarding and mentoring of new consultants
Participate in ongoing upleveling of skillsets to enhance technical and consultative acumen
Offer feedback and ideas to improve internal processes, driving efficiencies in the business
Achieve billable utilization targets to successfully achieve Services revenue targets
Demonstrate organizational agility by adapting quickly to evolving priorities, shifting business needs, and changing team structures in a fast-paced environment
Maintain working hours that include some overlap with Pacific Standard Time (PST) to enable effective collaboration with North American teams and stakeholders
Requirements
Proven experience leading onboarding or implementation projects from kickoff through go-live
Bachelor’s Degree or equivalent experience
Solid client-facing experience with the ability to influence outcomes and manage expectations
Demonstrated consultative skills, with the ability to synthesize business goals into technical solutions
Strong understanding of SaaS ecosystems, data flows, integrations (APIs), and system configurations
Ability to balance strategic thinking with tactical execution and handle multiple engagements simultaneously
Excellent written and verbal communication skills, including client-facing presentation and facilitation
Proficiency with the entire Microsoft Office Suite, with an emphasis on Excel, Word, and PowerPoint
5+ years of experience in post-sales solution consulting, technical implementation, customer success.
Benefits
You'll own meaningful customer relationships and shape their early experience with our product.
You'll influence how our team delivers services at scale, while still bringing a personalized touch to each engagement.
You'll join a fast-paced, collaborative team committed to customer success and continuous improvement.
You'll gain exposure to multiple industries and business challenges
making this a great next step for career growth in strategic services, customer success, or product leadership.