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About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Experienced Technical Consultant - you have 4-5 years of experience working in a SaaS consulting role, with at least 2 years of experience in a technical or support role
- Technical Aptitude - 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
- Consultant & Trusted Advisor - You have the ability to discover the “how” and “why” of proposed solutions to determine feasibility and suggest alternatives
- Strategic Problem Solver - 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
- Exceptional Communication Skills - You have 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
- 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
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRM IntegrationAPIsAI-enabled technologiesfront-end developmentback-end developmenttechnical testingtroubleshootingconfiguration setupintegration solutionsSales Engagement Platform
Soft Skills
strategic problem solverexceptional communicationtrusted advisorcollaborationcreativityoptimismadaptabilityclient engagementstakeholder managementinformation distillation
Certifications
CRM admin certification