Sr Professional Services Consultant - iQuote

CAI Software, LLC•, UT

7d•Onsite

About The Position

The Sr. Professional Services Consultant configures the product to match each customer’s business processes and help teams adopt it with confidence. They turn the approved solution design into a working system, guide customer super users, and prepare everyone for a smooth validation and go live. In short, they execute the plan and coach the customer through it.

Requirements

Possess a Bachelor’s Degree in Computer Science, Printing, or equivalent discipline. Experience may be considered in lieu of Degree
3+ years delivering software implementations into a customer environment or performing IT Services, hands‑on experience configuring enterprise or vertical software ERP solutions and guiding customers through change
Possess excellent organization, communication, written, presentation and problem-solving skills
Comfortable reading design documents and turning them into precise configuration steps and test cases
Strong communicator and trainer with an eye for detail and follow through
Strong understanding of Enterprise Resource Planning / Management Information Systems, computer operating systems and relational databases
Can manage multiple priorities and multi-task
Have a working knowledge of Client/Server architecture
Ability to travel up to 60%
Applicants must be authorized to work in the United States.

Nice To Haves

Printing industry experience/knowledge is preferred
A Strong knowledge of the following within the Print industry would be considered an asset: Estimating, Planning, Scheduling, Production
Knowledge and experience with the following EPS software would be considered an asset: iQuote, iPlan, PrintFlow, Monarch Foundation

Responsibilities

Configure the system according to the approved design and configuration specifications. You translate requirements into working setups for workflows, data, and roles.
Prepare environments for validation and production following the implementation approach and guardrails set by architecture.
Deliver or coordinate training for the customer core team, focusing on practical scenarios they will actually run.
Mentor super users so they can demonstrate proficiency to the project sponsor during milestones and UAT.
Help define and execute test cases tied to requirements and acceptance criteria. Support defect triage and retest until acceptance is met.
Validate data and configurations against expected outcomes in prototypes and pre‑production builds.
Support cutover tasks, runbooks, and day one activities, then stabilize the solution with the customer team.