Product Consultant

Casepoint

Product Consultant at Casepoint managing customer onboarding and configuration across data discovery use cases. Delivering technical solutions and fostering positive customer relationships while ensuring successful implementation.

Posted 6/16/2026full-timeArizona, California, Colorado, Connecticut, Florida, Illinois, Kansas, Kentucky, Maryland, Massachusetts, Minnesota, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, Wisconsin, Wyoming • 🇺🇸 United StatesJuniorMid-Level💰 $99,000 - $119,000 per yearWebsite

About the role

Key responsibilities & impact

Conducting onboarding and discovery meetings for customers, understanding customer context and goals, and providing product information to best serve those goals.
Assist customers with advanced technology capabilities such as but not limited to keyword searches, near-duplicate/email threading & advanced analytic (AI) searching.
Design technical workflow and projections for customer success management meetings and executive business reviews.
Design playbook and best workflow procedures for Casepoint products.
Improve product adoption, and customer retention, and help foster positive customer relationships that create a loyal customer base.
Develop and adhere to properly documented projects, including customer workflows, roles and task management, estimations, and process improvements.
Ensure exemplary customer service and communication management to all internal and external customers; proactively promote customer service throughout the department and among teams; respond to peer requests with recognition that request serves a customer need.
Collaborate with vendors, consultants, business, and IT personnel to achieve solutions to identified business needs.

Requirements

What you’ll need

A bachelor’s degree, or equivalent of 4 years’ professional experience
Minimum 2+ years customer-facing experience in the enterprise software space
Demonstrated experience in stakeholder management, relationship management, and software implementation
Analytical, technology, and problem-solving skills to be able to identify, communicate, and troubleshoot technical issues
Excellent verbal presentation skills and written communication skills
Advanced knowledge of Microsoft Product Suite
Must be available for occasional travel to support project or product promotion efforts
Ability to obtain and maintain Public Trust or higher clearance US Citizenship (non-dual) required

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

customer workflowstask managementprocess improvementssoftware implementationanalytical skillsproblem-solving skillsadvanced analytic searchingkeyword searchesnear-duplicate/email threadingtechnical workflow design

Soft Skills

customer servicecommunication managementstakeholder managementrelationship managementverbal presentation skillswritten communication skillscollaborationcustomer retentioncustomer relationship buildingproject management

Certifications

Public Trust clearance