Professional Services Consultant providing strategic insights and implementation support for customers at Outreach. Engaging with teams to ensure customer success and adoption of the platform.
Responsibilities
Work as the initial main point of contact with Outreach customers after a sale is complete
Provide an exceptional implementation experience to all customers and stakeholders, ensuring customer teams are up and running on time
Partnering with customers to provide overall platform best practices, influence their GTM strategy, technical configuration, change management methods, and how best to engage their teams to drive adoption
Work with existing customers that purchase additional services post-launch, in areas such as managed services, optimizations, technical audits, and expansions
Identify new opportunities for additional services and direct customers to the appropriate parties to engage in the scoping process
Relentless drive to understand our customers and key stakeholders, in addition to being solution oriented when addressing their pain points
Ensure all customer information is well documented and managed, allowing for flawless handoff between teams and resources
Demonstrate project management excellence including the ability to keep stakeholders on track, stay within budget and margin, manage risks, ensure milestones are met on time, and secure customer sign off at project completion
Help ensure successful adoption of the platform during and post go-live
Take ownership of the post launch handoff of customers to our customer success team
Influence all levels of leadership ranging from analysts, management and executive level personnel
Work with support, product and engineering teams to ensure customer feedback is captured and realized
Develop proficiency in product capabilities and sales process best practices, including a deep technical knowledge of the product
Contribute to defining and refining initiatives, methodologies, assets, and programs within the Professional Services team
Assess problems and roadblocks, driving toward resolution with minimal assistance
Requirements
You will have 3 plus years of experience in professional services, consulting, implementation, or related field (ie. customer success) acting as a strategic advisor to customers ranging from SMB to Enterprise, ideally in a SaaS environment
You have a proven track record of building trust and developing client relationships while ensuring customer satisfaction through implementation excellence including inspiring, education/ training, driving adoption, consultative stakeholder management, and comfort with change management
You drive initiatives with clear expectations, manage risk, and identify and adhere to project timelines
You are a proven self-starter and able to come up to speed on complex, difficult concepts with minimal assistance. A plus if you have a history of improving processes, methodologies, programs, or frameworks!
You have the ability to break down ambiguous problems into concrete, manageable components and think through optimal solutions
You have the ability to understand deep technical aspects of a product and educate others using simplified explanations with a track record of learning new tools and processes in a fast-paced environment
Benefits
Flexible time off
401k to help you save for the future
Generous medical, dental, and vision coverage for full-time employees and their dependents
A parental leave program that includes options for a paid night nurse, and a gradual return to work
Employee referral bonuses to encourage the addition of great new people to the team
Snacks and beverages in the Office, along with fun events to celebrate
Diversity and inclusion programs that promote employee resource groups like Outreach Women's Network, Latinx community, Outreach Black Connection, AAPI community, Pride/LGBTQIA+, Gender+, Disability Community, and Veterans/Military
Mid Level Socioeconomic Consultant at ERM, analyzing complex situations and conducting social performance assessments. Involves stakeholder engagement and developing action plans for risk mitigation.
(Senior) Consultant BI Planning at Wavestone providing SAP Analytics solutions for clients. Responsibilities include implementing planning and forecasting solutions and project leadership.
Banking Consultant assisting customers with financial needs and providing excellent customer service at ANZ branches. Engaging with customers to ensure compliance and promote banking solutions in Mascot, NSW.
Banking Consultant providing a seamless banking experience for customers at ANZ in Capalaba. Engaging with customers to meet their financial needs through education and service excellence.
Banking Consultant enhancing customer experience at ANZ. Focusing on customer engagement, advocacy, and compliance in retail banking roles across Australia.
Senior Banking Consultant focusing on delivering a positive customer experience in retail banking at ANZ. Engaging with customers to help them meet their financial needs and goals.
Banking Consultant role at ANZ providing seamless banking experience and customer advocacy. Collaborating within a team to meet customer needs and ensuring compliance with policies.
Banking Consultant at ANZ helping customers with financial needs and providing exceptional customer service. Role involves educating on digital financial solutions and delivering high customer satisfaction.
Business Consultant delivering high - quality solutions across financial market products for global customers. Engaging in pre‑sales and post‑sales phases to support significant projects and relationships.
Senior Consultant leading healthcare consulting projects for Pharma clients in Germany. Oversees project teams and communicates with key stakeholders ensuring successful project outcomes.