Sales Solutions Specialist (Agency)

CallRail; Atlanta (GA); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A leading technology company specializing in call tracking and analytics is seeking a Sales Solutions Specialist. In this role, you will implement and drive the adoption of innovative AI products, acting as a key advisor and technical expert during the onboarding process. You will work closely with various teams to ensure clients achieve measurable success and maximize their use of the product.

Benefits

Healthcare coverage

Flexible vacation policy

401K options

Employee stock options

Educational allowance

Catered lunch

Transportation perks

Regular company outings

Hybrid work options

Qualifications

• 3–5 years in Sales Engineering, Implementation, or Customer Success roles.
• Experience with SaaS or AI/ML products.
• Skilled at managing customer relationships.

Responsibilities

• Guide customers through onboarding of new AI voice assistant product.
• Drive adoption by articulating product value.
• Lead technical discovery sessions and configurations.

Skills

Technical acumen

Business strategy

Communication

Project management

Problem-solving

Job description

At CallRail, we empower businesses and marketing agencies to make smarter marketing decisions through intuitive, real-time call tracking and analytics. As we continue to expand our product offerings, we’re introducing a groundbreaking AI product designed to enhance our customers’ ability to drive revenue and improve customer experiences. We’re looking for a strategic, customer-centric Sales Solutions Specialist to lead the charge in implementing this innovative solution.

As a Sales Solutions Specialist for the Agency team, you’ll play a pivotal role in the successful implementation and adoption of CallRail’s new AI product across our customer base and through our marketing agency partners. You will act as the strategic advisor and technical expert during onboarding, working closely with Product, Sales, and Customer Experience teams to ensure seamless integration and long-term success for our clients.

What You'll Do

• Serve as the subject matter expert and customer-facing representative for onboarding customers to our new AI voice assistant product, guiding them through successful implementation as account executives escalate.
• Drive adoption and retention by articulating the value of the AI voice assistant product to customers, identifying expansion opportunities, and ensuring customers achieve measurable outcomes that reinforce continued use.
• Partner with account executives and account managers to understand client and agency objectives and tailor solutions that align with business goals and seamlessly continue value-selling conversations.
• Lead technical discovery sessions to map out customer needs, workflows, and integration requirements.
• Lead advanced technical configuration and troubleshooting, supporting call flow design, integration setup, and AI behavior and performance validation during customer calls.
• Collaborate with Product and Engineering teams to provide feedback on technical blockers and inform future enhancements.
• Develop strategic implementation plans to scale the onboarding process.
• Proactively identify risks and roadblocks during implementation and drive resolution with internal teams.
• Monitor performance and adoption post-launch, ensuring customers and agencies are realizing value and meeting success metrics.

What You'll Need

• 3–5 years of experience in a Sales Engineering, Implementation, or Customer Success role, ideally with SaaS or AI/ML products.
• A strong blend of technical acumen and business strategy — able to translate complex features into customer value.
• Experience working with marketing agencies to implement martech solutions for their clients
• Familiarity with APIs, integrations, and SaaS architecture.
• Experience managing customer relationships and driving adoption of new technology.
• Experience in consultative, value-driven sales, building trusted advisor relationships to drive adoption and ensure long-term customer satisfaction with technical solutions.
• Skilled at identifying growth opportunities and demonstrating measurable ROI to reinforce product value and expand customer engagement.
• Exceptional communication, project management, and problem-solving skills.
• Proven ability to manage multiple concurrent projects with attention to detail and a focus on delivering value.
• Comfortable in a fast-paced, cross-functional environment with a passion for innovation and customer success.

Nice to Have:

• Background in AI, NLP, or data analytics solutions.
• Experience in the martech or call analytics industry.
• Experience working with or selling to digital marketing agencies.
• Familiarity with CRM systems like Salesforce, HubSpot, or similar tools.
• Experience working with marketing agencies to implement martech solutions for their clients

If you do not meet all the requirements listed, we still encourage you to apply! No job description is perfect, and we may also have another opportunity that aligns with your skills and experience.

• Healthcare (one option covered at 100% for employees), Dental & Vision Coverage
• Competitive HSA with company matching
• Paid parental leave
• Flexible vacation policy
• 401K options with company dollar-for-dollar match
• Employee stock options available from day one
• $2,000 annual educational allowance
• Catered lunch every Tuesday * an in-office perk
• MARTA transportation or office parking expenses covered
• Employee charitable donation company match, up to $500 annually
• Regular company outings and events
• Hybrid work options with $500 office stipend to set up your home office
• Designated bike storage

This position is based out of our Atlanta office and will require that you come into the office on Tuesdays and Thursdays.

CallRail understands that valuing diverse creative practices and forms of knowledge are crucial to and enrich the company's core mission. We encourage applications from everyone, including members of all equity-seeking communities, such as (but certainly not limited to) women, racialized and Indigenous persons, persons with disabilities, and persons of all sexual orientations and gender identities and expressions. In your application, please feel free to note which pronouns you use (For example - she/her/hers, he/him/his, they/them/theirs, etc).

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