Hybrid Associate Professional Services Consultant

Posted 3 hours ago

Apply now

About the role

  • Associate Professional Services Consultant supporting the implementation of product solutions for financial enterprises. Engaging with customers to manage deliverables and ensuring successful project outcomes.

Responsibilities

  • Manage onboarding, platform configuration, and content projects for customers.
  • Interpret customer requirements into actionable tasks using internal systems and processes.
  • Coordinate with internal teams (Content, Support, Implementation) to ensure timely project execution.
  • Maintain accurate documentation, including scope notes, progress updates, and QA signoffs.
  • Engage directly with customers to resolve issues, gather input, and guide setup decisions, and escalate if warranted, consistently operating with a customer’s success mindset.
  • Support internal initiatives related to process improvements and team efficiency.
  • Meet KPIs related to customer satisfaction, efficiency, and adherence to scope/timelines.
  • Contribute to team playbooks and knowledge articles, documenting implementation steps, FAQs, and lessons learned for internal reuse.
  • Capture recurring customer questions and configuration pain-points, relay structured feedback to Product and senior PS consultants for roadmap consideration.

Requirements

  • 1–2 years of experience in SaaS, consulting, support, or project coordination.
  • Strong communication and organizational skills.
  • Ability to translate business goals into structured implementation tasks.
  • Familiarity with web applications, basic project management tools, and content systems.
  • Comfortable working cross-functionally in a fast-paced environment.

Benefits

  • Medical
  • Dental
  • Vision
  • HSA (Health Savings Account)
  • FSA (Flexible Spending Accounts)
  • company paid Life Insurance
  • Short-Term Disability
  • Long-Term Disability
  • Flexible Time-Off (FTO)
  • Paid Parental Leave
  • 401(k) with employer match

Job title

Associate Professional Services Consultant

Job type

Experience level

JuniorMid level

Salary

$55,000 - $65,000 per year

Degree requirement

No Education Requirement

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job