Professional Services Consultant jobs in United States
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Outreach · 1 day ago

Professional Services Consultant

Outreach is a leading AI Revenue Workflow Platform that enhances sales processes for global organizations. The Professional Services Consultant will act as a trusted advisor, ensuring exceptional onboarding and implementation experiences for customers, while providing strategic insights and driving adoption of the platform.

Artificial Intelligence (AI)CRMEnterprise SoftwareSaaSSalesSales Enablement
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H1B Sponsor Likelynote

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

Qualification

Professional Services ExperienceTechnical AptitudeProject ManagementConsultative Stakeholder ManagementChange ManagementCustomer SuccessStrategic Problem SolvingSelf-Driven

Required

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
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
Ability to drive initiatives with clear expectations, manage risk, and identify and adhere to project timelines
Proven self-starter and able to come up to speed on complex, difficult concepts with minimal assistance
Ability to break down ambiguous problems into concrete, manageable components and think through optimal solutions
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
Infertility/ assisted reproductive services benefit
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

Company

Outreach

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Outreach is a sales engagement platform that uses AI for predictive analytics as it relates to sales.

H1B Sponsorship

Outreach has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (9)
2023 (13)
2022 (28)
2021 (15)
2020 (5)

Funding

Current Stage
Late Stage
Total Funding
$489.02M
Key Investors
Sands Capital VenturesLone Pine CapitalSpark Capital
2022-06-01Secondary Market
2021-07-15Secondary Market
2021-06-02Series G· $200M

Leadership Team

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Abhijit Mitra
Chief Executive Officer
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Jim Lee
VP Revenue Strategy
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Company data provided by crunchbase