Client-Focused Professional Services Consultant

Corelation, Inc.; San Diego (CA); Hybrid; USD 85,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401K match

Profit sharing

Annual bonus

Wellness programs

Coffee/Trivia events

Community involvement

Growth days

Vacation days

Floating holidays

Sick days

Parental leave

Job summary

Corelation seeks a Professional Services Consultant to lead, organize, and document post-conversion engagements, applying best practices and delivering client-focused training.

You will act as the main liaison, coordinate engagement plans, ensure timely updates, and help clients maximize the value of our solutions. Three to five years of related experience and at least two years with Keystone, plus a college degree or equivalent training, are required.

Qualifications

• 3–5 years of similar or related experience.
• At least two years of Keystone experience.
• College degree or equivalent training accepted.
• Excellent documentation and communication skills.
• Ability to manage client engagements and meet deadlines.

Responsibilities

• Lead, organize, and document specialized engagements for post-conversion clients.
• Apply best practices for Professional Services engagements.
• Provide technical assistance and training for clients.
• Complete client-specific projects.
• Performs other duties as assigned.

Skills

Documentation

Client liaison

Communication

Project planning

Customer service

Training

Education

College degree (non-technical)

On-the-job training / apprenticeship

Industry-specific technical skills

Job description

Description

Voted Top Workplaces in San Diego in 2021, we live and work by our core values of integrity, collaboration, innovation, respect, and service. Corelation cares about each employee, which is exemplified through its competitive pay and outstanding benefits package. Corelation has a generous 401K retirement plan, an extensive paid time off policy, and one of the best company cultures out there! When you join the Corelation Team, you are embarking on a journey of professional and personal development.

What We Are Looking For:

The Professional Services Consultant is responsible for leading, organizing, and documenting specialized engagements for post-conversion clients; applying best practices for Professional Service engagements; providing technical assistance and training for clients; and completing client-specific projects.

Requirements

· Prepare standard and customized post-conversion documentation to aid clients in Professional Services engagements. Use correct spelling, grammar, and terminology in documentation.

· Thoroughly engage client to create client-specific Professional Services engagement plans. Act as main liaison for client throughout the engagement. Actively listen to clients in order to know exactly what they need and how you can help them. Communicate clearly and positively with clients at all times. Stay diligent about honoring deadlines, keeping promises and maintaining standards.

· Apply best practices for Professional Services engagements and suggest ways to further improve best practices. Recommend strategies and policies that will improve and strengthen development process. Learn from roadblocks in the past and devises strategies to avoid those roadblocks in the future.

· Provide technical and training expertise to support Clients throughout the Professional Services engagements. Provide a high level of customer service when communicating in emails and by phone. Provide timely and accurate updates for our clients and internal staff.

· Performs other duties as assigned.

Why You Are The Perfect Fit

Experience

Three to five years of similar or related experience. At least two years of KeyStone experience.

Education

(1) A college degree (non-technical discipline) or (2) multi-craft skills acquired through extensive on-the-job training or apprenticeship programs or (3) in-depth industry and job specific technical skills acquired through a combination of formal instruction and on-the-job training.

Why We Are Your Perfect Fit:

Benefits Include but not limited to:

Medical, Dental, Vision, Life Insurance

401(K) Match

Discretionary profit share

Discretionary annual bonus

Wellness Programs: Yoga and Massages

Bi-Weekly engagements (coffee tastings, trivia, etc.… )

Community Involvement

Professional Development Growth Days

Vacation Days

Floating Holidays

Sick Days

Parental leave

What you can be a part of:

Company Band

Basketball

Flag Football

Volleyball

DEIA groups

*Range depends on geographic metro / zone, budget, and experience.*