Senior Professional Services consultant

Wrike; Dallas (TX); Remote; USD 140,000 - 190,000; Full time

Benefits offered by this job

Health Coverage

401(k) Match

Parental Leave

WFH Stipend

Paid Holidays

Volunteer Days

Job summary

Wrike is seeking a Senior Professional Services Consultant to guide customers through onboarding to multi-year transformational engagements. You will act as a strategic advisor, diagnose workflows, educate teams, and design Wrike-based solutions with low-code tools and AI capabilities.

You will collaborate with sales and customer success to influence roadmaps and expand Wrike usage. Ideal candidates bring 5+ years in SaaS professional services, strong project management and communication skills,

Qualifications

• 5+ years of client-facing experience in SaaS professional services, business consulting, or solutions implementation.
• Ability to translate client pain points into practical, well-architected solutions.
• Experience managing multiple accounts with cross-functional teams.
• Accountability for billable delivery and engagement milestones.
• Familiarity with Agile, Scrum, Kanban, or Lean methodologies.
• Exposure to enterprise ecosystems (Salesforce, Jira, ServiceNow, Workday).
• Experience using AI productivity tools to accelerate delivery and enable automation.

Responsibilities

• Manage a portfolio of 10–15 customer engagements with advisory and hands-on configuration.
• Lead individual and global customer deployments and rollouts.
• Oversee end-to-end onboarding: Discovery, Solution Design, Configuration, Rollout, Adoption Monitoring.
• Partner with enterprise customers on multi-year transformational engagements and expanding Wrike adoption.
• Diagnose workflows and educate teams to accelerate adoption of better collaboration practices.
• Design and build Wrike-based solutions using standard configuration, rules, and dashboards.
• Connect Wrike to external systems via Wrike Integrate and guide data migrations.
• Utilize Wrike AI capabilities to accelerate delivery and coach customers.

Skills

SaaS implementation

Advisory consulting

Project management

Stakeholder management

Communication

Change management

Workflows analysis

AI tool utilization

Tools

Wrike Integrate

Workato

Job description

Wrike is the most powerful work management platform. Built for teams and organizations looking to collaborate, create, and exceed every day, Wrike brings everyone and all work into a single place to remove complexity, increase productivity, and free people up to focus on their most purposeful work.

Wrike is our people, not a place. As a distributed team, we own our growth, stay globally connected, and rely on the product we build to deliver impactful work alongside brilliant minds. You'll have real ownership over meaningful work, a global team that has your back, and the flexibility to do your best work your way. If that sounds like you, we'd love to hear from you.

Our vision: A world where everyone is free to focus on their most purposeful work, together.

Ready to become a Wriker?

About the Role

As a Sr. Professional Services Consultant, you'll guide customers across the entire lifecycle—from shaping their initial onboarding to partnering on multi-year, transformational engagements as their business and the Wrike platform evolves. You will serve as a strategic advisor and hands‑on solution builder: diagnosing business workflows, educating teams on modern work management practices, and designing creative solutions in Wrike. When engagement requires connecting tools or importing historical data, you'll leverage user-friendly, low‑code tools like Wrike Integrate and modern AI capabilities to deliver complete solutions.

Who You Are

You are likely a strong fit for this role if you identify with one of the following backgrounds:

• SaaS Implementation & Advisory Consulting: You come from a customer‑facing professional services practice where you guided clients through software adoption, change enablement, and solution design.
• Internal Business Process & Workflow Leadership: You have led internal business process improvement, workflow redesign, or digital transformation initiatives across cross‑functional teams, serving as an internal advisor and systems builder.
• Project Management & Communication: You have strong project management acumen and excel at clear customer communication, including next steps, recaps, and status updates, while proactively keeping internal Account Teams and leadership informed.

Your Impact

• Manage an active, concurrent portfolio of approximately 10–15 customer engagements, balancing recurring advisory, mentoring, and "hands‑on‑shoulder" sessions with dedicated behind‑the‑scenes configuration and solution building.
• Lead individual customer engagements and take part in or lead larger global customer rollouts.
• Drive end‑to‑end customer onboarding, including Discovery, Solution Design, Configuration, Rollout, Education and Adoption Monitoring.
• Partner with enterprise customers on ongoing, multi‑year transformational engagements—continually diagnosing new business needs, introducing emerging platform capabilities, and expanding Wrike adoption.
• Diagnose existing customer workflows and apply change management principles to educate teams and accelerate adoption of better collaboration practices.
• Design and build creative solutions within Wrike to solve complex operational challenges, using standard configuration, automated rules, and reporting dashboards (including Wrike Analyze).
• Expand solution value when needed by connecting Wrike to external systems using Wrike Integrate (our low‑code integration tool powered by Workato) and guiding basic data migrations into Wrike.
• Leverage leading AI tools to accelerate consulting delivery and operational efficiency, while coaching customers on how to adopt Wrike's embedded AI capabilities to automate and elevate their own workflows.
• Support the sales team with scoping and discovery on more complex engagements, positioning the strategic value of Wrike's Professional Services.
• Manage personal billable utilization and project delivery milestones to achieve key operational and customer success targets, while maintaining accurate engagement records in Wrike, Salesforce, and related systems.
• Advocate for the customer and collaborate with Wrike's Product and Customer Success teams to influence roadmap priorities and resolve operational bottlenecks.
• Ensure smooth handoffs before and after Professional Services engagements by collaborating closely with sales, customer success, and support teams.
• Contribute reusable templates, best practices, and use‑case blueprints to the internal knowledge base so delivery quality stays high and consistent.
• Mentor junior members of the consulting team and participate in team learning sessions.

Your Qualifications

• 5+ years of client‑facing experience in SaaS professional services, business consulting, or solutions implementation, combining strategic business process analysis with hands‑on platform configuration.
• Proven ability to understand complex business processes quickly and translate client pain points into practical, well‑architected solutions.
• Experience comfortably managing multiple customer accounts at once, with the organization and adaptability to switch gears smoothly across diverse client teams, industries, and use cases.
• Comfort working in a professional services environment with accountability for billable delivery, project pacing, and tracking engagement milestones.
• Working knowledge of modern project management and collaborative work methodologies (such as Agile, Scrum, Kanban, or Lean) and how cross‑functional teams structure their work.
• Familiarity with the common business workflows, operational challenges, and terminology of core enterprise teams, such as Marketing/Creative, PMO, IT, Professional Services, or Operations.
• Comfort with technology and data, including the ability to learn low‑code tools like Wrike Integrate to configure basic automations, and working with structured spreadsheets (CSV / Excel) for data imports and field mapping.
• Demonstrated ability to use AI productivity tools to accelerate day‑to‑day work, streamline project delivery, and optimize customer workflows.
• Strong facilitation and communication acumen, with the ability to lead engaging customer workshops, drive stakeholder alignment, and present credibly to executive sponsors.

Standout Qualities

• Prior experience implementing, administering, or consulting on Collaborative Work Management (CWM), Project Portfolio Management (PPM), Professional Services Automation (PSA), or workflow management platforms.
• Familiarity with common enterprise application ecosystems (e.g., Salesforce, Jira, ServiceNow, or Workday) and how they connect into collaborative business workflows.
• Exposure to business intelligence, data visualization, or reporting tools (such as Power BI, Tableau, or advanced platform analytics) to support operational metrics and executive visibility.
• Experience partnering with stakeholders to define measurable success criteria, operational KPIs, or value realization metrics tied to technology adoption.
• Relevant professional certifications or credentials, such as PMP, Scrum Master (CSM/PSM), Prosci / Change Management, or similar industry accreditations.

Perks of working at Wrike

At Wrike, our people drive our success. Join a community of over 900 innovative Wrikers, trusted by 20,000+ businesses worldwide, and experience benefits designed to empower every aspect of your life.

Empowered Living:

• Comprehensive Health Coverage: Enjoy medical, dental, and employer‑paid vision insurance.
• Security & Support: Benefit from life insurance and employer‑paid short‑and‑long‑term disability.
• Financial Well‑Being: Build your future with our 401(k) plan featuring an employer match along with FSA/HSA benefits.

Nurturing New Beginnings:

• Generous Parental Leave: Cherish every moment with 18 weeks of leave for birth mothers and 4 weeks for non‑birth parents.
• Community Connections: Engage with our vibrant Wrike Employee Resource Communities (WERC) to connect, grow, and thrive.
• Flexible Time Off: Our flexible time off (FTO) policy empowers you to balance work, personal matters, and well‑being on your own schedule.
• Home Office Support: Enjoy a $500 Working‑from‑Home stipend to create a comfortable and productive home office.
• Celebration & Service: Enjoy 11 paid holidays and 2 volunteer days to rest, recharge, and give back.