Professional Services Consultant

Role overview A revenue AI platform provider is hiring a Professional Services Consultant to guide mid-market and small enterprise customers through deployment and initial adoption of the platform. The consultant serves as the primary functional expert, balancing hands-on system configuration with revenue operations best practices to deliver measurable business outcomes. The role is part of the North America Professional Services Delivery team and operates as an individual contributor with a hybrid of billable client work and internal enablement.

Responsibilities - Conduct discovery and business process mapping to analyze current-state revenue workflows and define the optimal platform solution. - Perform hands-on system configuration to match approved solution designs and meet customer business requirements. - Design and document the solution, including persona-based workflows, configuration blueprints, and deployment documentation. - Support organizational change management activities to drive user adoption and sustained value after go-live. - Own quality assurance, including test scenarios, User Acceptance Testing coordination, and post-go-live hypercare support. - Collaborate with customer technical teams to validate data, confirm integration details, and complete security checklists. - Maintain functional expertise across the product suite and common third-party integrations such as CRM and communication tools. - Contribute to internal delivery assets, templates, and best practice guides, partnering with Sales and Customer Success on seamless transitions.

Requirements - 4+ years of consulting experience in a customer-facing Professional Services role, preferably focused on SaaS implementations. - Proven ability to manage relationships with stakeholders across Sales, Marketing, and Revenue Operations. - Strong working knowledge of revenue operations and business processes such as pipeline management and sales cycles. - Proficiency in designing and implementing solutions within a major CRM platform such as Salesforce, HubSpot, or Dynamics. - Solid technical aptitude with comfort performing hands-on configuration, troubleshooting, and partnering with customer technical teams. - Excellent communication, interpersonal, and presentation skills for conveying technical and business concepts.

Benefits and work setup - Annual salary hiring range of $100,000–$145,000 USD, with location-based adjustments and potential incentive compensation, bonus, and equity. - Medical, dental, and vision plans for employees and their families. - Flexible wellness stipend, mental health benefits, and a 401(k) program. - Education and learning stipend, flexible vacation time, and paid parental leave. - Company-wide recharge days each quarter and a work-from-home stipend.