Enterprise Professional Services Consultant

2 weeks ago


San Diego, United States GoFormz Full time

The Enterprise Professional Services Consultant works closely with Customer Enablement Manager focused on our enterprise clients to implement and optimize Goformz as a solution. This role requires a deep understanding of client objectives, strong technical expertise, and the ability to manage complex projects through a full lifecycle. The consultant acts as a trusted advisor, collaborating with internal teams to tackle any technical hurdles that may arise during the project delivery and implementation lifecycle.  


Responsibilities:


Client Engagement & Needs Assessment

  • Build and maintain relationships with enterprise clients, acting as a primary point of contact for project delivery and support. 
  • Conduct detailed needs assessments to identify client objectives, pain points, and expectations. 
  • Develop and communicate implementation plans, ensuring alignment with client goals. 


Solution Implementation 

  • Lead the build, deployment of our solutions and collaborate with our internal technical teams to ensure successful project delivery. 
  • Configure, test, and customize products to meet client requirements. 
  • Provide technical guidance and troubleshoot issues during implementation, leveraging GoFormz best practices to optimize system performance. 
  • Manage multiple, concurrent projects with enterprise clients, ensuring scope, timelines  
  • Coordinate with internal resources, including sales, product, and support teams, to meet project milestones. 
  • Prepare detailed project documentation and status reports for internal stakeholders and clients. 


Training and Enablement 

  • Develop and deliver training sessions, to ensure client teams are proficient in using the solutions provided. 
  • Act as a client advocate within the organization, voicing client needs and feedback to improve product and service offerings. 
  • Maintain regular communication with clients to evaluate the performance of the implemented solutions, ensuring continuous alignment with evolving client goals. 
  • Identify and recommend additional services, features, or upgrades that could benefit the client, working closely with the sales team on upselling and cross-selling opportunities. 
  • Conduct periodic reviews of client environments to identify opportunities for optimization and efficiency improvements. 


Experience Requirements:


  • 4+ years of experience in professional services, consulting, and implementing software as a service (SaaS) 
  • Strong project management skills, with a proven track record of managing multiple enterprise client projects concurrently through the full lifecycle. 
  • Structuring and integrating to SQL Server environments from scratch 
  • Salesforce experience, specifically integrating, mapping and automating processes 
  • Deep understanding of enterprise-level cloud solutions, software applications, and custom API integrations 
  • Excellent communication and presentation skills with the ability to engage with technical and non-technical stakeholders alike. 


Preferred Skills 


  • Certifications in relevant fields or technologies (PMP, SQL, etc)
  • Solution optimization and upselling experience 
  • Familiarity with cloud platforms, such as AWS, Azure, or Google Cloud. 
  • Experience in creating and managing detailed project documentation. 
  • Experience customizing Dynamics365, Procore, Smartsheet and Acumatica 
  • Experience working in a startup environment 




  • san diego, United States GoFormz Full time

    The Enterprise Professional Services Consultant works closely with Customer Enablement Manager focused on our enterprise clients to implement and optimize Goformz as a solution. This role requires a deep understanding of client objectives, strong technical expertise, and the ability to manage complex projects through a full lifecycle. The consultant acts as...


  • San Francisco, United States Amazon Full time

    Senior Advisory Consultant - Financial Services, Professional ServicesAmazon Web Services (AWS) Professional Services engage in a wide variety of projects for customers and partners, providing collective experience from across the AWS customer base and are obsessed about strong success for the Customer. Our team collaborates across the entire AWS...


  • San Diego, California, United States Nth Generation Computing Full time

    Job SummaryWe are seeking a highly skilled Senior Cybersecurity Consultant to join our team at Nth Generation Computing. As a key member of our security practice, you will be responsible for assessing, designing, developing, and implementing enterprise security solutions for our clients.As a Senior Cybersecurity Consultant, you will work closely with our...


  • San Diego, United States Servicenow Full time

    Company DescriptionIt all started in sunny San Diego, California in 2004 when a visionary engineer, Fred Luddy, saw the potential to transform how we work. Fast forward to today — ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over 8,100 customers, including 85% of the Fortune 500. Our intelligent cloud-based...


  • San Diego, United States Blue Shield of California Full time

    Your Role The Business Architecture team, within the Enterprise Architecture organization, is responsible for developing strategies and multi-year integrated roadmaps that bridge our business portfolios and technology vision. The Enterprise Business Architect, Principal will report to the Sr. Director, Business Architecture and Innovation Product...


  • San Diego, United States Vets Hired Full time

    About the job Enterprise Account Executive What's the Job? The Enterprise Account Executive is critical to company rapid expansion in the US! Youll be responsible for: Achieving revenue targets by aligning company products with the needs of Enterprise IIOT target companies in the manufacturing, logistics, auto, energy and connected device industries...


  • San Francisco, California, United States Computacenter AG & Co. oHG Full time

    About the RoleAs a key partner of the Account Executive/sales representative, you will drive the technical strategy and deliver additional revenue from assigned accounts.Key ResponsibilitiesActing as a technical sales lead, driving opportunities and deals, including bringing in the right people and expertise.Providing oversight for pre-sales deals, engaging...


  • San Francisco, United States Infosys Limited Full time

    Principal SAP EWM Enterprise Applications Consultant Company: ITL USA Requisition ID: 124842BR Infosys is seeking a Principal SAP EWM Enterprise Applications Consultant As a Principal Enterprise Applications SAP EWM consultant, you will be an expert contributing to different phases of the consulting lifecycle. You will be intensely involved in business...


  • San Diego, United States Spectrum Full time

    Do you want to partner with clients to deliver a complete portfolio of solutions? You can do that. Do you prefer to have the autonomy to build relationships with new and existing clients through sales calls, company visits, networking and industry events? As an Enterprise Account Executive at Spectrum Enterprise, you can do that. Spectrum Enterprise...


  • San Diego, California, United States CA HR Services Full time

    Job DescriptionWhy Work with CA HR Services?We are seeking an experienced HR professional to join our team as a Recruiter/HR Consultant. As a key member of our team, you will play a vital role in providing expert consultation to our clients, including general HR, compliance, recruitment, and talent acquisition.About the RoleThis is a part-time, remote...


  • San Francisco, California, United States Board Full time

    At Board, we empower businesses to make informed decisions with our cutting-edge financial and operational planning solutions. Our technology helps thousands of enterprises optimize resources, drive growth, and ensure profitability. With advanced analytics and forecasting, plus AI-driven insights, customers transform complex data into actionable...


  • San Diego, United States Vets Hired Full time

    About the job Enterprise Business Development Representative Responsibilities As Enterprise BDR, you'll Most of the time: Develop and implement strategic outbound plans to identify and pursue new business opportunities with enterprise payers, providers, and life sciences Build strategic outbound process to target key accounts and stakeholders at enterprise...

  • Sr Consultant

    1 week ago


    San Diego, United States Mount Indie Full time

    We are seeking a skilled Senior Consultant to lead deployments and optimization of Red Hat OpenShift Service on AWS (ROSA). This position is ideal for professionals experienced with OpenShift deployment on AWS, automation using Ansible, and working in secure, high-stakes environments.As a Senior Consultant, you will contribute to:OpenShift Deployment on...


  • San Francisco, California, United States Gartner Full time

    About the Role:The Enterprise Sales Executive is a field-based, direct sales professional responsible for both client retention and growth through contract expansion and the introduction of new products and services. This role consults with C-level executives to develop and implement an effective, enterprise-wide strategy that maximizes the value delivered...


  • San Diego, California, United States OwnBackup Full time

    About the RoleOwn is seeking a highly skilled Salesforce Technical Consultant to join our Customer Success team. As a key member of our team, you will be responsible for delivering exceptional customer experiences and ensuring our clients get the most value out of their Own investment.Key ResponsibilitiesDevelop and maintain strong relationships with key...


  • San Diego, California, United States VorTek Systems Full time

    Job OverviewVorTek Systems is seeking a highly motivated and results-driven Senior Enterprise Sales Representative to join our team. As a key member of our sales organization, you will be responsible for driving business growth by identifying and pursuing new sales opportunities within mid-market and large enterprises.In this role, you will leverage your...


  • San Diego, California, United States Group 1 Automotive Full time

    Volkswagen of Kearny Mesa is expanding its team and seeking an Automotive Service Consultant.This role offers a commission-based income structure, providing opportunities for financial growth and success.About the Position:The successful candidate will be responsible for delivering exceptional client experiences through effective communication and...


  • San Diego, United States Spectrum Full time

    Do you want to partner with government and education organizations to identify their technology needs? You can do that. Ready to highlight how Spectrum Enterprise’s business solutions simplify technology and communication needs? As a Major Account Executive at Spectrum Enterprise, you can do that. Spectrum Enterprise provides modern enterprise technology...


  • San Diego, United States OwnBackup Full time

    Own is the leading data platform trusted by thousands of organizations to protect and activate SaaS data to transform their businesses. Own empowers customers to ensure the availability, security and compliance of mission-critical data, while unlocking new ways to gain deeper insights faster. By partnering with some of the world’s largest SaaS ecosystems...


  • San Diego, United States Nth Generation Computing, Inc. Full time

    Are you an experienced Senior Security Consultant professional looking to join a cutting-edge IT & Cybersecurity Advisor & Solution Provider? Do you want to join a locally and nationally award-winning company? Nth Generation has placed within the Best Places to Work in San Diego, has been recognized nationally by Inc Magazine‘s Best Places to Work, and has...