Sales Technology Consultant
About The Position
Sales Technology Consultant will support brokers and agencies successfully adopt our technology platform and achieve measurable outcomes. This role blends hands-on training and enablement with a strong Customer Success focus, building trusted relationships, guiding brokers through onboarding and early value milestones, monitoring adoption, and proactively re-engaging brokers that need additional support. You’ll also partner closely with Sales during the deal cycle by supporting technical discovery, demos, and proof-of-concepts to ensure we set clear expectations and deliver a smooth post-sale transition.
Requirements
- Experience in onboarding, training/enablement, implementation, sales engineering, Customer Success or similar customer-facing roles.
- Ability to build credibility with customers and lead structured conversations focused on goals, outcomes, and adoption progress.
- Ability to explain technical concepts in plain language and lead live trainings and demos.
- Strong discovery skills: can uncover workflows, pain points, and goals and map them to product capabilities.
- Strong cross-functional coordination skills (Sales, Product, Operations, Support).
- Strong organization and follow-through; ability to manage multiple priorities and commitments.
- Comfort using data and adoption signals to prioritize work and measure progress.
Nice To Haves
- Experience working with brokers/agencies or in insurance/fintech (or another workflow-heavy B2B platform environment).
- Experience with CRM and Customer Success tools (e.g., Salesforce, Gainsight, HubSpot) and product analytics.
- Comfort supporting POCs, integrations, or workflow configuration in partnership with technical teams.
- Experience updating enablement content (guides, videos, FAQs) and facilitating ongoing customer education.
Responsibilities
- Deliver hands-on training and onboarding for brokers and agencies on our platform
- Act as a Customer Success partner by helping brokers reach early value milestones (e.g., first transaction, key workflow adoption) and reinforcing best practices over time.
- Monitor adoption signals (logins, workflow completion, feature usage) and proactively re-engage partners who need additional support.
- Support Sales during the deal cycle with technical discovery, product demos, and proof-of-concepts; translate needs into recommended workflows.
- Coordinate post-sale handoffs with Sales, ensuring broker goals, and agreed-upon workflows carry into onboarding and ongoing success touchpoints.
- Capture common questions, and success blockers; share actionable feedback with internal key partners improve the experience.
Benefits
- merit increases
- paid holidays
- Paid Time Off
- medical
- dental
- vision
- short- and long-term disability benefits
- 401(k) + match
- life insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees
