Note: The job is a remote job and is open to candidates in USA. Outreach is an agentic AI platform for revenue teams. The Senior Technical Consultant will serve as a technical subject matter expert within Professional Services, implementing, upgrading, and configuring SaaS solutions and AI capabilities. The role also advises customers on AI adoption, integrations, technical best practices, and platform optimization.
Responsibilities
- Manage and execute on implementations & projects for customers, including AI-enabled solution deployments within our platform
- Perform detailed discovery with customers around their CRM usage and translate that to Outreach integration functionality
- Serve as the go-to subject matter expert on Outreach technologies and AI features for internal and external stakeholders
- Partner with Program & Project Managers, Professional Services Consultants, Trainers, and customer stakeholders to successfully drive projects to completion
- Explore client processes and distill information from multiple sources to inform complex configuration setup and integration design
- Support the adoption of AI-enabled workflows
- Collaborate with client technical experts to establish a thorough configuration testing plan
Skills
- 4-5 years of experience working in a SaaS consulting role, with at least 2 years of experience in a technical or support role
- You have a history of mastering new technologies and technical skills quickly and efficiently
- You also have a demonstrated ability to enact creative technical testing and troubleshooting processes
- You stay current on AI-enabled tools and workflows, pick up new AI capabilities quickly, and look for practical ways to apply automation and AI-driven insights to improve your work and your customers' outcomes
- You have the ability to discover the “how” and “why” of proposed solutions to determine feasibility and suggest alternatives
- You have a history of collaborating with teammates and enterprise level customers to solve difficult problems
- You have a willingness to theorize about complex integration solutions while also being able to jump in and get things done
- You have experience 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
- Ability to speak with expert knowledge about a broad spectrum of technical topics including APIs, CRM Integration, security, privacy, and integrations
- 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
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
- Incentive compensation
- Bonus
- Restricted stock units
Company Overview
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