SaaS Solutions Consultant — Implementation & Customer Success

LeanData

Santa Clara (CA)

On-site

USD 110,000 - 170,000

Full time

3 days ago

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Job summary

LeanData is seeking an Implementation Lead to partner with Solutions Consulting, Product, Engineering, Customer Success, and Sales leadership. You’ll translate LeanData products into tailored solutions that realize measurable customer value.

Based in Santa Clara, CA, this in-office role requires presence Mondays and Wednesdays. You’ll drive multi-persona technical deployments, manage timelines and budgets, and ensure successful onboarding and ongoing adoption across complex Salesforce

Qualifications

2-5 years of relevant work experience in SaaS or related technology.
Experience with Salesforce.com and marketing automation platforms (Salesforce Certified Platform Administrator or above preferred).
Experience working with and managing client stakeholders across multiple groups.
Knowledge of various GTM strategies (outbound, inbound, account-based, etc.).
Expertise with Salesforce reporting; knowledge of other reporting/BI tools is a plus.
A proven track record leading customer engagements, with demonstrated ability to understand technical concepts, guide strategy, and deliver positive results for customers.

Responsibilities

Analyze complex business and system processes to build customized solutions for assigned customers on the LeanData platform, and lead technical implementations across multiple personas including Sales, Marketing, Operations, and Salesforce Development.
Drive successful transitions from implementation to customer success by aligning with CSMs on account health, open items, and customer goals, minimizing disruption and reinforcing customer confidence in LeanData.
Work closely with internal and client development teams to analyze the technical impacts of the Managed Package in complex Salesforce environments.
Proactively identify risks and opportunities during implementation, and manage stakeholders to ensure risks are mitigated and opportunities are acted on.
Engage in day-to-day communications with customers at all levels to maximize their onboarding experience with the LeanData platform.
Partner with LeanData's Product, Sales, and Development teams to quickly onboard customers, design data solutions, and surface issues before they become real problems.
Stay current on new and evolving LeanData products and features, and apply that knowledge to design and implement solutions that help customers get the most value from the platform.
Manage assigned implementations with a high degree of timeliness and accuracy, ensuring they come in on time and on budget.
Track and maintain accurate client records and key milestones using Salesforce and other systems.
Proactively identify onboarding process improvements.
Strategically leverage customer feedback to influence the product roadmap.