Solutions Consultant (Site)

Crio Inc.

6d • $70,000 - $90,000 • Remote

About The Position

The Solutions Consultant (Site) plays a crucial role in supporting customer experience, analyzing data for insights, engaging directly with clients, and enabling company-wide adoption of CRIO products. This role involves collaborating with various teams, including Implementation, Customer Success Management, Data Analytics, and Product, to ensure clients receive expert guidance and maximize their use of CRIO products. The position also contributes to internal and external training initiatives and serves as a subject matter expert in custom reporting.

Requirements

• Bachelor’s degree in a related field or equivalent practical experience
• Proven experience in customer support, training, or consulting roles
• Strong analytical skills and ability to derive insights from data
• Excellent communication and interpersonal skills
• Ability to multitask and prioritize in a fast-paced environment

Nice To Haves

• Familiarity with clinical research processes and software solutions
• Experience with eSource, EDC, CTMS, or other clinical research technology
• Prior experience supporting sponsor or site client engagements

Responsibilities

• Work closely with the Implementation and Customer Success Management (CSM) teams to ensure seamless onboarding and ongoing support for clients.
• Serve as a trusted resource across the CX organization for adoption strategy and client engagement.
• Collaborate with the Data Analytics team to analyze client usage data and identify areas of underutilization.
• Develop strategies to enhance client experience and drive measurable improvements in platform adoption.
• Engage directly with clients, alongside CSMs, to provide expert guidance and troubleshoot issues.
• Promote best practices for utilizing CRIO products across site and sponsor workflows.
• Contribute to internal training programs by collaborating with the Product Team to develop and deliver live training sessions.
• Create, script, demo, and record training modules for the Help Center Academy, benefiting both internal staff and external clients.
• Serve as a subject matter expert on custom reporting.
• Provide non-technical mastery and support to internal teams and clients.
• Collaborate with Sponsor Project Managers (SPMs) to drive the maturation of sponsor and site clients.
• Increase CRIO adoption and utilization across the client base through targeted enablement strategies.
• Partner with the Community Engagement Manager to onboard clients and extend CRIO tools and services to new users.

Benefits

• Work from anywhere
• Unlimited PTO
• 401k company match
• Healthcare
• Dental
• Vision (Company Paid 100%)
• Life insurance
• Professional development
• Work From Home Expense Reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level