Senior Technical Consultant
About The Position
The Technical Consulting Practice is made up of leading experts on Outreach, CRM, and sales technologies who bring innovation to implementation each and every day. As a vital part of our onboarding and optimization processes, the technical consulting team ensures our customers utilize Outreach to the fullest technical potential while adhering to best practices. As a Sr. Technical Consultant you will play an important role working as a technical subject matter expert in a wide variety of SaaS technologies within the Professional Services line of business. Working in a fast-paced environment, you will work closely with internal and external consultants and technology experts to implement, upgrade, and configure various solutions in our sales engagement platform. This role will play a key part in our expanding AI initiatives, supporting customers in enabling and configuring AI capabilities within our platform. You will also act as a trusted advisor, helping organizations adopt and operationalize AI to drive measurable business value. The success of this role will be measured by the overall business impact, client adoption of technology best practices, and quality of platform setup conducted by the consultant.
Requirements
- 4-5 years of experience working in a SaaS consulting role
- At least 2 years of experience in a technical or support role
- History of mastering new technologies and technical skills quickly and efficiently
- Demonstrated ability to enact creative technical testing and troubleshooting processes
- Ability to discover the “how†and “why†of proposed solutions to determine feasibility and suggest alternatives
- History of collaborating with teammates and enterprise level customers to solve difficult problems
- Willingness to theorize about complex integration solutions while also being able to jump in and get things done
- Experience in successfully collaborating with client contacts at all levels of the organization chart and translating complex technical topics into language that can be understood by non-technical stakeholders
Nice To Haves
- Ability to speak with expert knowledge about a broad spectrum of technical topics including APIs, CRM Integration, security, privacy, and integrations
- Exposure to AI-enabled technologies (e.g., AI-driven workflows, copilots, predictive analytics, or automation features) with ability to configure, enable, or support AI functionality
- Familiarity with front-end and back-end development technologies
- Admin certification with a CRM, such as Salesforce or Dynamics, or another SaaS platform
- Track record of leading with optimism to help others persevere in difficult situations
- Expertise in working with a Sales Engagement Platform
- History of working with internal Product or Engineering teams to improve product features and capabilities
Responsibilities
- Manage and execute on implementations & projects for customers
- Perform detailed discovery with customers around their CRM usage and translate that to Outreach integration functionality
- Be a subject matter expert on a multitude of Outreach technologies, acting as a trusted advisor to internal and external stakeholders
- Partner with Program & Project Managers, Professional Services Consultants, Trainers, and customer stakeholders to successfully drive projects to completion
- Distill information from a variety of sources to inform complex configuration setup
- Explore all relevant client processes to build successful integrations
- Support the adoption of AI-enabled workflows
- Collaborate with client technical experts to establish a thorough configuration testing plan
Benefits
- Flexible time off
- 401k to help you save for the future
- Generous medical, dental, and vision coverage for full-time employees and their dependents
- A parental leave program that includes options for a paid night nurse, and a gradual return to work
- Infertility/ assisted reproductive services benefit
- Employee referral bonuses to encourage the addition of great new people to the team
- Snacks and beverages in the Office, along with fun events to celebrate
- Diversity and inclusion programs that promote employee resource groups like Outreach Women's Network, Latinx community, Outreach Black Connection, AAPI community, Pride/LGBTQIA+, Gender+, Disability Community, and Veterans/Military
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
