About The Position

The Customer Success (CS) Presales team (Consulting) is responsible for assisting the Direct Sales Organization to maximize Annual Recurring Revenue (ARR) while setting the groundwork for successful implementation projects by the Customer Success (CS) Delivery organization. Our Customer Success Presales Team provides NetSuite implementation, product and industry thought leadership during the sales cycle. They do this by identifying prospect’s business objectives and aligning those to our SuiteSuccess product offerings. This includes scoping, estimating, documenting, and communicating the prospect’s solution and implementation strategy. CS Presales team members work with a variety of stakeholders including prospect’s C-Level executives and Oracle NetSuite’s Account Executives, Solution Consultants, Solution Architects, Delivery Consultants and Sales Leadership. This individual contributor role, as a Customer Success (CS) Advisor, brings 10 years of experience as a successful technology implementation consultant/project manager and 5 years’ Oracle NetSuite implementation experience within a given industry or an IC3 that has developed equivalent expertise. A CS Senior Advisor leverages their experience to support the most complex deals with our Direct Sales teams. This role is responsible for estimating, scoping, solutioning, and pitching a NetSuite solution, providing NetSuite solution and industry expertise, supporting the development of junior resources, and assisting them in the sales cycle. A CS Senior Advisor is expected to participate and/or lead team initiatives.

Requirements

  • 10; years of consulting, implementation, or project management experience in technology.
  • 5 years of hands-on Oracle NetSuite implementation experience (or equivalent IC3-level expertise).
  • Exceptional influencing, communication, and customer-facing presentation skills.
  • Ability to proactively identify challenges and drive solutions.
  • Demonstrated ability to mentor and coach peers.
  • High level of accountability, professionalism, and collaboration.
  • Ability to manage competing priorities across multiple deals.
  • Flexibility to work in a remote/hybrid environment.
  • Ability to travel up to 25%.

Nice To Haves

  • Bachelor’s degree in business, Accounting, Computer Science, Software Development, or related field.
  • Strong preference for industry expertise in: Food & Beverage Process Manufacturing Discrete Manufacturing Retail

Responsibilities

  • Partner with AEs, SCs, and Delivery resources to lead presales engagement for complex opportunities.
  • Advocate and articulate the SuiteSuccess methodology to prospects and internal teams.
  • Translate customer processes and objectives into accurate SKUs, scope, estimates, and Statements of Work.
  • Deliver compelling, tailored presentations and value propositions to C-suite and operational stakeholders.
  • Navigate complex objections, scope negotiations, and deal risks.
  • Maintain detailed documentation of deal status, solution evolutions, and estimate iterations.
  • Provide structured knowledge transfer to implementation teams to enable successful delivery.
  • Deepen industry acumen through ongoing education, field engagement, and participation in relevant groups.
  • Contribute to industry-specific content, competitive insights, and CS thought leadership.
  • Expand functional expertise across additional NetSuite modules (e.g., WMS, QMS, FSM, MES, NSAW, NSPB, SuitePeople, eCommerce).
  • Stay current on competitive landscape and market trends.
  • Coach and mentor junior team members; articulate teachable points of view and best practices.
  • Partner closely with CS Vertical Leads, Delivery Leads, and Solution Architects to align on strategy.
  • Serve as an advisor to internal teams during early implementation phases when needed.
  • Participate in ongoing CS process improvement initiatives.
  • Identify gaps or opportunities to enhance presales efficiency, deal quality, and cross-team alignment.
  • Conduct lessons-learned reviews and share insights to drive organizational improvement.
  • Support creation of standardized approaches for scoping, estimating, and contracting across industries.

Benefits

  • flexible medical
  • life insurance
  • retirement options
  • volunteer programs
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