Professional Services Consultant

About the role

Join our team to guide new clients through the setup and optimization of our conversational CRM platform. You will serve as a primary technical advisor, ensuring that businesses effectively implement our tools to improve their customer service operations.

Key facts

What you'll do

• Lead onboarding sessions to ensure clients extract maximum value from our platform.
• Manage multiple concurrent implementation projects to ensure they remain on schedule and within scope.
• Serve as a technical authority on our platform, including automation, omnichannel features, and API integrations.
• Partner with internal sales and success teams to coordinate smooth project handoffs.
• Conduct technical training, workshops, and Q&A sessions for client teams.
• Troubleshoot platform issues alongside our product and engineering departments.
• Create documentation, best practices, and implementation guides for future use.
• Identify and mitigate project risks to maintain high levels of client satisfaction.

Requirements

• Minimum 5 years of professional consulting experience, ideally in a customer-facing role within the SaaS or CX technology sector.
• Bachelor degree or equivalent professional experience.
• Background working with CRM or customer support systems such as Salesforce, Zendesk, or Kustomer.
• Technical proficiency in support automation, chatbots, and workflow optimization.
• Experience with API-based integrations, including webhooks, event-driven processes, and API calls.
• Knowledge of agentic AI concepts and experience configuring AI-driven features.
• Understanding of data migration, including basic scripting logic, querying, and data reconciliation.
• Familiarity with web technologies like JavaScript, Node, and React for troubleshooting purposes.
• Knowledge of authentication standards like OAuth and SSO.
• Ability to travel for client engagements as required.

Skills & tools

• CRM platforms (Kustomer, Salesforce, Zendesk)
• API integrations and webhooks
• Agentic AI and automation workflows
• Data migration and scripting logic
• Web technologies (JavaScript, Node, React)
• SSO and OAuth standards

Practical notes

• This role involves handling sensitive personal data, requiring adherence to HIPAA compliance standards.
• U.S. benefits include 100% healthcare coverage, 401K, and reimbursement for WiFi and mobile expenses.
• The company maintains a generous vacation policy.
• All official communication will originate from a kustomer.com email address; the company never requests funds from applicants.