Professional Services Consultant

findhelp • OK, OK

1d • Onsite

About The Position

The Professional Services Consultant plays a crucial role in ensuring our customers successfully adopt and utilize Findhelp's social service software solutions to achieve their business objectives. This role focuses on the direct execution of professional service packages, guiding clients through the implementation, configuration, and optimization of our platform. You will work collaboratively with customers to understand their specific needs, provide hands-on training, and ensure they are empowered to maximize the value of Findhelp solutions. This position is ideal for an individual with a passion for social services and a knack for translating technical capabilities into practical, impactful client outcomes.

Requirements

• Minimum of 7+ years of experience in a professional services, implementation, client-facing technical support, or similar consulting role, preferably within a SaaS environment.
• Experience working with or closely with government agencies, healthcare organizations, or non-profits is highly desirable.
• Experience working with or within Oklahoma Community-Based Organizations (CBOs).
• Exposure to technology implementations or software rollouts is a plus.
• BS/BA degree or equivalent practical experience.
• Solid understanding of project execution principles.
• Good organizational and time management skills, with the ability to manage multiple client engagements.
• Strong interpersonal skills, capable of building rapport and maintaining effective relationships with clients.
• Excellent communication skills, both written and verbal, with the ability to clearly explain technical concepts.
• Ability to learn quickly and understand new software solutions and their application to business problems.
• A proactive and dedicated team player committed to meeting client expectations.
• Interest in social determinants of health, community organizations, and the intersection of technology with social services.

Responsibilities

• Work directly with clients to facilitate the successful adoption, configuration, and ongoing utilization of Findhelp's software and professional service offerings.
• Assist clients in defining and tracking achievable goals and milestones for their use of our social service software solutions.
• Conduct detailed needs assessments to accurately capture client requirements and tailor implementation approaches.
• Communicate clear expectations regarding Findhelp's capabilities and the anticipated outcomes for clients.
• Provide comprehensive documentation for service deliverables, timelines, and client responsibilities.
• Deliver effective training sessions and workshops for key client stakeholders to ensure their proficiency and comfort with Findhelp solutions.
• Apply foundational industry knowledge to advise clients on effective platform usage and standard best practices.
• Offer guidance on utilizing the platform to support community engagement strategies within nonprofits and social service agencies.
• Help clients integrate Findhelp technology into their existing workflows and processes to improve program quality.
• Collaborate with clients to implement tailored solutions designed to achieve measurable results.
• Support the setting, tracking, and achievement of defined goals for consulting tasks and projects.
• Execute project plans and tasks diligently, ensuring activities are completed on time and adhere to scope.
• Provide regular updates on project progress to internal and external stakeholders.
• Identify and flag potential project risks or deviations, escalating to senior team members as needed.
• Build and maintain strong working relationships with day-to-day client contacts and program managers.
• Conduct training programs and workshops tailored to client needs, enhancing their understanding and capabilities.
• Collaborate effectively with internal cross-functional teams (e.g., Customer Success Managers, Product, Support) to resolve client issues and implement solutions.
• Commitment to fostering sustainable change within the state of Oklahoma.
• Significant focus on CBO engagement, partnership development, and training delivery/support within the state of Oklahoma.

Benefits

• 401k & equity grants
• Free food and onsite gym at our Austin HQ
• Paid parental leave
• Competitive PTO & 10 paid holidays
• Comprehensive Medical, Dental, and Vision insurance with 100% company-paid coverage for employee only coverage
• Dog-friendly office in Austin HQ
• 24/7 access to telemedicine and counseling
• Book Purchasing Program
• Culture Committee
• Leadership Development Training
• Paid Volunteering Time

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree