About The Position

The Professional Services Consultant is a customer-facing consultant who gathers requirements, designs, builds, and implements solutions that help customers adopt and operationalize KnowBe4 products. The role owns the technical journey from discovery through production deployment and handoff to the Customer Success team. Consultants work directly with customers to understand business objectives, technical environments, architecture, workflows, integrations, and constraints. They translate requirements into solution designs and implementation plans, configure and validate solutions, troubleshoot technical blockers, and guide customers through deployment. They also educate customer administrators and technical teams on solution architecture, configuration, operational best practices, and ongoing management.

Requirements

  • At least 1 year of industry experience in Professional Services, Technical Consulting, Solutions Engineering, or a similar customer-facing technical role at a SaaS/AI technology company or consulting firm.
  • Familiarity with standard concepts, practices, and procedures in IT security and the AI/SaaS technology space.
  • Experience working with M365 and/or Google Workspace.
  • Strong technical discovery and requirements-gathering skills.
  • Strong troubleshooting and problem-solving skills.
  • Ability to independently manage the technical components of multiple customer engagements.
  • Excellent customer-facing communication and presentation skills.
  • Highly organized and result-oriented, with excellent time-management and organizational skills.
  • Demonstrated integrity, accountability, respect, and commitment.
  • Strong collaboration and teamwork skills.
  • Ability to work with minimal supervision.
  • Fluency in Spanish.

Nice To Haves

  • Bachelor’s degree or equivalent education.
  • Cybersecurity and IT experience.

Responsibilities

  • Lead customer discovery sessions to understand business objectives, technical requirements, existing architecture, workflows, integrations, and constraints.
  • Own stakeholder communications throughout engagements, provide regular status updates, and proactively flag risks or timeline impacts.
  • Identify dependencies, integration requirements, and architectural considerations early in each engagement.
  • Translate business requirements into technical requirements and implementation plans.
  • Own solution design for customer implementations, involving senior Professional Services team members as needed.
  • Document solution designs, architecture decisions, technical requirements, and implementation specifications.
  • Lead customers through configuration, integration, testing, validation, migration, and go-live activities.
  • Troubleshoot complex technical blockers that could affect deployment timelines or solution quality, escalating to Product and/or Engineering as required.
  • Validate that implemented solutions meet agreed technical and business requirements and prepare customers to operate and maintain them after implementation.
  • Advise customers on how the KnowBe4 platform should be implemented in their environments.
  • Provide API documentation and overviews.
  • Educate customer administrators and technical teams on solution architecture, configuration, operational best practices, and ongoing management.
  • Conduct technical workshops, solution walkthroughs, and knowledge-transfer sessions.
  • Provide documentation and guidance that support customers' long-term ownership of deployed solutions.
  • Recommend improvements or additional capabilities based on customer objectives and observed technical needs.
  • Hand off customers to the Customer Success team for continued platform adoption.

Benefits

  • Company-wide bonuses based on monthly sales targets.
  • Employee referral bonuses.
  • Adoption assistance.
  • Tuition reimbursement.
  • Certification reimbursement.
  • Certification completion bonuses.
  • Modern, high-tech, and fun work environment.
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