Customer Delivery Solution Consultant, US East Coast

TeamForm; New York (NY); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

401k

Job summary

An innovative SaaS company located in New York seeks a Solution Consultant to work with enterprise customers on configuring and implementing their platform. You will guide user adoption and collaborate with cross-functional teams to ensure clients realize measurable value from the product. Ideal candidates will have a background in project management, data analysis, and an understanding of modern enterprise systems. Flexible work arrangements are offered, along with comprehensive employee benefits.

Qualifications

• Experience with enterprise planning/enablement teams, project management, or senior consulting roles.
• Familiarity with technical components of technology implementations.
• Understanding of AI use in workplace configurations.

Responsibilities

• Support customers in implementing and configuring TeamForm.
• Engage senior stakeholders to solve complex problems.
• Facilitate testing and implementation of new features.

Skills

Understanding of modern enterprise

Project management

Customer engagement skills

Data familiarity

Energy and drive

Education

Engineering or Business qualifications

Tools

Excel

SQL

JSON

REST APIs

Job description

About TeamForm

TeamForm is a growing company with an exciting future and an empowered, collaborative culture. TeamForm delivers a SaaS platform with capability to positively transform how organizations organize, plan and get work done. Read more about TeamForm

TeamForm Values

• Simply Solve: We take on complex problems and deliver unique solutions that are clear, easily understood & effortless to implement.
• Be the Team: We believe great teams are the way great work gets done so we enable them, empower them and ensure we’re great team members ourselves.
• Do the right thing: We make decisions and take action to serve the best interests of TeamForm, our customers and the world
• Build the Future: We think big, start small and play the long game to build a better future
• Better Every Day: We believe in we can always be better, we take steps to listen, learn and improve

Role summary

As a Solution Consultant, you will partner with enterprise customers to configure and implement TeamForm, guide adoption of TeamForm use cases, and ensure customers realize measurable value. You will work cross-functionally with TeamForm subject‑matter experts (consultants, engineers, and data analysts) to deliver outcomes, capture feedback, and continuously improve how we deliver.

Core responsibilities

• Support customers to configure & implement TeamForm to realize value.
• Support customers to learn and use TeamForm (enablement, training, and adoption support).
• Grow customer usage of TeamForm.
• Provide customer feedback into Product.
• Engage and work with TeamForm SMEs to deliver for TeamForm customers, including other consultants, engineers, and data analysts.
• Support Sales when required (e.g., SME guidance, configuring demos, solution shaping).
• Facilitate testing and implementation of new features into customer environments.
• Codify standard practices consistent with our strategy (“the TeamForm way”).

Secondary responsibilities

• Engage senior stakeholders to explore and solve problems beyond the TeamForm's core offering.
• Help design and prioritize product features and contribute to release notes.
• Propose code improvements to TeamForm (in consultation with TeamForm Product leads and engineers).
• Lead generation, negotiating deals.
• Opportunistic: Authoring content for the TeamForm blog, community engagement.

Must‑have skills and experience

• Understanding of modern enterprise, in particular cross functional teaming and workforce planning, governance and funding models.
• A proven track record working as a Project Lead / Manager / Senior Consultant within:
  • a large enterprise (e.g., Enterprise or Ways of Working planning/enablement teams), or
  • a management consulting environment with technology delivery / implementation experience (e.g., through consulting, project management, or general management roles).
• Domain exposure to People systems and / or workforce planning systems.
• Familiarity with typical technical components of technology implementations (e.g., systems/integrations, environments, access/security considerations, data quality and validation, testing/UAT, cutover and change management).
• Data familiarity (e.g., Excel, SQL with AI help).
• Interest and capability in use of AI (cursor, claude code, codex).
• Willingness and ability to quickly & deeply understand TeamForm configuration and standard integrations, TeamForm features and functions (as outlined in internal TeamForm enablement material).
• Customer engagement skills including project management, team facilitation and coaching.
• Energy, drive, and the ability to build strong relationships with TeamFormers and clients.

Nice‑to‑have skills and experience

• Qualifications or prior role responsibility (e.g. Delivery Lead, Ways of Working Lead, Architect, Workforce Planning Lead).
• Engineering or Business qualifications.
• Familiarity with, or willingness to learn (with AI) SQL / JSON / REST APIs, Javascript, experience with development practices (Git, CICD).

What success looks like

In this role, success typically means:

• Customers implement TeamForm successfully, meeting clear, agreed success criteria.
• Key stakeholders are enabled (training, documentation, and adoption support) and can use TeamForm effectively.
• Use cases are delivered and adopted to realize value.
• Delivery work is well‑coordinated across TeamForm SMEs, with clear ownership and communication.
• Customer feedback is captured and translated into actionable product/service improvements.

Core capabilities (how you work)

• Delivery leadership: You can lead implementations end‑to‑end; planning, sequencing, stakeholder management, risks/issues, and delivery cadence.
• Customer facilitation: You’re comfortable guiding workshops, clarifying goals, and aligning cross‑functional stakeholders.
• Systems + data mindset: You can work with technical and data teams to translate requirements into workable configurations and use cases.
• Communication: You write and speak clearly, set expectations early, and keep teams aligned.

Benefits

• Benefits: through Remote, Prime tier employee benefits covering medical, dental, vision plans, life AD&D and Disability insurance and 401k.
• Remote /hybrid work - We support flexible and remote work, we don't expect everyone to be productive from 9-5 every single day.
• Phone and internet coverage - We cover up to $75 per month of your phone and internet bill.
• Training budget + time - A dedicated personal training budget to continue further your learning and professional development.