Enterprise Professional Services Consultant

2 months 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 


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