Sr. Technical Consultant (AI & Sales Engagement Platform)

As a Sr. Technical Consultant at Outreach, you will play a pivotal role as a technical subject matter expert within the Professional Services line of business. You will work closely with internal and external consultants and technology experts to implement, upgrade, and configure various solutions in Outreach’s sales engagement platform. This role is integral to our expanding AI initiatives, supporting customers in enabling and configuring AI capabilities within our platform.

Your Daily Adventures Will Include

• Manage and execute on implementations and projects for customers, including AI-enabled solution deployments within our platform
• Perform detailed discovery with customers around their CRM usage and translate that into 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 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

Our Vision of You

• 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.

• AI-Curious & Adaptable - 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.

• 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 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.

Preferred Qualifications

• 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