Senior Solutions Consultant

Accountabilities • Lead intake and discovery for inbound configuration requests, defining scope and determining whether work falls under standard support or billable professional services.

• Act as the primary project owner for post-go-live configuration initiatives, translating customer needs into clear technical requirements and prioritizing execution backlogs.

• Facilitate customer discovery calls and working sessions to understand complex workflows, develop appropriate solutions, manage scope, and promote best practices.

• Coordinate recurring programs such as system upgrades, configuration maintenance, and implementation of add-on capabilities including AI features and custom dashboards.

• Perform internal quality assurance of technical configurations and lead customer User Acceptance Testing when required before deployment.

• Manage specialized workstreams such as expansion initiatives, upsell projects, data migrations, and system integrations.

• Coordinate and deliver ongoing customer training while maintaining and updating training resources and enablement materials.

• Apply a deep understanding of product configurability to analyze business requirements and translate them into actionable requirements and comprehensive project plans.

• Coordinate cross-functional resources and proactively manage dependencies, customer contingencies, risks, and competing priorities.

• Define project schedules, track progress, and ensure initiatives are delivered on time and aligned with customer expectations.

• Partner closely with configuration, customer success, and support teams to ensure seamless execution and continued customer value.

Requirements

• 5–7 years of experience in professional services, managed services, process consulting, technical support, business analysis, SaaS implementation, or related client-facing technical roles.

• Strong understanding of business process optimization, workflow design, and enterprise content management concepts.

• Demonstrated project management skills, with excellent organization, attention to detail, prioritization, and follow-through.

• Proven experience working directly with clients and consistently delivering high levels of customer satisfaction.

• Ability to lead large meetings and facilitate discussions involving multiple stakeholders with competing priorities and interests.

• Excellent written and verbal communication skills, with the ability to translate business needs into clear technical requirements.

• Experience coordinating cross-functional teams and resources to deliver complex customer initiatives.

• Hands-on experience with Jira for work management, program tracking, and cross-team coordination.

• Experience with data cleaning, importing, and migration; intermediate to advanced Excel skills are a plus.

• Familiarity with customer management and service platforms such as GuideCX, Zendesk, and HubSpot.

• Experience with promotional content approval processes or regulated industries is a plus.

• Experience applying generative AI to improve internal operational workflows and enhance customer-facing deliverables.

• Strong business and technical acumen, with the ability to navigate ambiguity and make sound decisions independently.

• Adaptable, customer-focused, and comfortable balancing multiple concurrent projects and priorities.

Benefits

• Annual base salary of $100,000–$120,000 , depending on experience, skills, qualifications, and location.

• Company bonus program or commission plan.

• Stock options, providing employees with an opportunity to share in the company’s success.

• Medical, dental, and vision insurance.

• 401(k) plan with company match.

• Remote work option.

• 10 weeks of paid parental leave.

• Unlimited vacation time.

• Employee recognition programs.

• Opportunity to work on complex customer projects spanning SaaS configuration, AI, data migration, integrations, and workflow optimization.

• High level of ownership and autonomy in a collaborative, customer-focused environment.

• Meaningful opportunities to develop expertise across technical delivery, consulting, project management, and customer enablement.

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