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OpenExchange, Inc. · 2 days ago

Senior Solutions Consultant

United States

Full-time

Remote

Senior Level

OpenExchange, Inc. is a company focused on virtual engagement solutions, and they are seeking a Senior Solutions Consultant to serve as a trusted technical and strategic advisor to customers. This role involves partnering with various teams to design and optimize impactful virtual events while providing technical expertise and guidance to enhance customer experiences.

CollaborationFinancial ServicesInternetPresentation SoftwareSoftwareVideoVideo on DemandVideo Streaming

Responsibilities

Serve as a technical resource and product expert for OpenExchange’s virtual event tools, guiding customers through feature-rich platforms that include interactive webinars, integrated branding, and audience engagement modules

Advise customers on best practices for configuring and optimizing event experiences that meet business, branding, and engagement goals

Partner with marketing teams to set up, execute, and analyze virtual events using advanced analytics dashboards, engagement scoring, and automated follow-up campaigns

Innovate workflows for registration, live polling, networking lounges, and post-event content hubs, ensuring OpenExchange experiences compete with best-in-class virtual event platforms

Collaborate with Sales to lead discovery sessions and present tailored demos and solution designs that clearly articulate the measurable impact of OpenExchange’s event technology

Translate customer requirements into compelling solution narratives that address engagement, scalability, integrations, and analytics

Support and advise on integrations with CRM and marketing automation platforms, ensuring seamless data flow between virtual events and sales/marketing systems

Help customers optimize workflows for lead capture, qualification, and follow-up by connecting OpenExchange to their broader martech stack

Monitor industry trends such as AI-driven recommendations, personalized content streams, and hybrid event functionality, bringing insights back to internal teams to help keep OpenExchange on the cutting edge

Partner with Product and Engineering to provide customer feedback and influence future enhancements

Qualification

Webinar platform expertiseSalesforceMarketing automationCRM integrationsEngagement analyticsConsultative skillsTroubleshooting skillsCommunicationPresentation skills

Required

Serve as a technical resource and product expert for OpenExchange's virtual event tools, guiding customers through feature-rich platforms that include interactive webinars, integrated branding, and audience engagement modules

Advise customers on best practices for configuring and optimizing event experiences that meet business, branding, and engagement goals

Partner with marketing teams to set up, execute, and analyze virtual events using advanced analytics dashboards, engagement scoring, and automated follow-up campaigns

Innovate workflows for registration, live polling, networking lounges, and post-event content hubs, ensuring OpenExchange experiences compete with best-in-class virtual event platforms

Collaborate with Sales to lead discovery sessions and present tailored demos and solution designs that clearly articulate the measurable impact of OpenExchange's event technology

Translate customer requirements into compelling solution narratives that address engagement, scalability, integrations, and analytics

Support and advise on integrations with CRM and marketing automation platforms, ensuring seamless data flow between virtual events and sales/marketing systems

Help customers optimize workflows for lead capture, qualification, and follow-up by connecting OpenExchange to their broader martech stack

Partner with Product and Engineering to provide customer feedback and influence future enhancements

Background in sales engineering, solutions consulting, marketing operations, or virtual event technology

Experience working closely with Sales and Marketing teams in a SaaS or technology environment

Deep understanding of webinar and virtual event platform capabilities, including engagement analytics, integrations, branding tools, and audience interaction features

Hands-on experience with Salesforce, Marketo, Eloqua, HubSpot, and similar platforms—leveraging APIs and integrations for lead management, campaign automation, and real-time event insights

Knowledge of marketing automation, CRM integrations, and how to optimize workflows that connect virtual event solutions to sales and marketing systems

Ability to create and manage audience segments, personalized communications, and engagement journeys using platform features and RESTful APIs

Excellent communication, presentation, and troubleshooting skills

Strong consultative mindset with the ability to translate technical capabilities into business value

Passion for building interactive, data-driven event experiences that deliver measurable outcomes