In this role, you will lead end-to-end client implementations, consulting on best practices and configuring enterprise software solutions. You will sit within the Customer Success team while working cross-functionally with Sales, Support, Product Development, and Engineering.
All new consultants undergo a structured onboarding program paired with senior mentorship to quickly build deep technical expertise in the platform before taking ownership of client-facing project delivery.
Key Responsibilities
-
Platform Configuration: Configure enterprise SaaS applications for customers using an enablement-focused, consultative approach.
-
Project Delivery: Lead, manage, and coordinate multiple customer implementations simultaneously, ensuring timely and professional project touchpoints.
-
Requirement Gathering: Translate complex business requirements into scalable technical configurations based on GRC industry best practices.
-
Technical Consultation: Conduct interactive implementation workshops (remote with occasional on-site client visits) and deliver product expertise.
-
Process Improvement: Contribute to best practice frameworks, implementation standards, and internal methodologies to optimize team efficiency.
-
Cross-Functional Collaboration: Participate in knowledge transfer sessions, continuous product training, and strategic team initiatives.
Desired Experience & Qualifications
-
Experience: 5+ years of professional client-facing experience, with a strong focus on software implementation, SaaS onboarding, or IT consulting.
-
Education: BS/BA degree in a computer-related field or equivalent experience (MBA/MS is a plus).
-
Data Proficiency: Hands-on experience working with relational database concepts, large data sets, advanced spreadsheet manipulation, formulas, and CSV structures.
-
Technical Aptitude: Strong comfort level with software logic, platform configuration, and system architecture.
-
Project Management: Highly organized with proven ability to juggle multiple priorities and work-streams in a fast-paced environment.
-
Communication: Exceptional written and verbal communication skills with a creative, quality-driven problem-solving mindset.
-
Bonus: Experience with Salesforce administration or CRM workflows is a plus.
