Senior Technical Consultant

Lever, Inc.; United States; Remote; USD 115,000 - 135,000; Full time

Benefits offered by this job

Flexible time off

401k plan

Medical, dental, and vision coverage

Parental leave

Job summary

Outreach is seeking a Sr. Technical Consultant to serve as a technical subject matter expert, implementing, upgrading, and configuring SaaS solutions within our Professional Services line, including AI-enabled capabilities in Outreach.

You will work remotely in the U.S., preferably on the East Coast, collaborating with internal engineers and external customers to drive measurable business value, adoption of best practices, and successful project outcomes.

Qualifications

• Experienced Technical Consultant with 4–5 years in SaaS consulting
• Strong technical testing and troubleshooting abilities
• Curious about AI-enabled tools and workflows
• Ability to translate complex topics for non-technical stakeholders
• Strategic problem solving with enterprise customers
• Excellent communication with client contacts at all levels

Responsibilities

• Manage implementations & projects for customers, including AI-enabled deployments
• Perform detailed discovery of CRM usage and map to Outreach integrations
• Serve as go-to SME on Outreach technologies and AI features
• Collaborate with Program/Project Managers, Consultants, and Trainers to drive projects to completion
• Analyze client processes and design complex configuration and integration solutions
• Support adoption of AI-enabled workflows and rigorous testing plans

Skills

SaaS consulting

Technical aptitude

AI capabilities

Trusted advisor

Communication skills

Tools

Salesforce

Job description

About Outreach

Outreach, founded in 2014, is the only complete agentic AI platform for revenue teams. Outreach infuses agentic AI, conversation intelligence, and assistive AI to power hundreds of use cases across revenue motions. From new logo prospecting to expansions, deal acceleration, driving retention, and forecasting, Outreach AI automates workflows and frees sellers to focus on more strategic conversations and actions. Revenue leaders benefit from connected account visibility, performance insights, and higher forecasting accuracy across every GTM team. World leading enterprise organizations use Outreach to power their revenue teams, including Databricks, SAP, Siemens, and Verizon to name a few.

About the Team

The Technical Consulting Practice is made up of leading experts on Outreach, CRM, and sales technologies who bring innovation to implementation each and every day. As a vital part of our onboarding and optimization processes, the technical consulting team ensures our customers utilize Outreach to the fullest technical potential while adhering to best practices.

The Role

As a Sr. Technical Consultant you will play an important role working as a technical subject matter expert in a wide variety of SaaS technologies within the Professional Services line of business. You will work closely with internal and external consultants and technology experts to implement, upgrade, and configure various solutions in our sales engagement platform. This role will play a key part in our expanding AI initiatives, supporting customers in enabling and configuring AI capabilities within our platform. You will also act as a trusted advisor, helping organizations adopt and operationalize AI to drive measurable business value. The success of this role will be measured by the overall business impact, client adoption of technology best practices, and quality of platform setup conducted by the consultant.

Location: Remote within the U.S., with a preference for candidates based on the East Coast.

Your Daily Adventures Will Include

• Manage and execute on implementations & projects for customers, including AI-enabled solution deployments within our platform


• Perform detailed discovery with customers around their CRM usage and translate that to Outreach integration functionality


• Serve as the go-to subject matter expert on Outreach technologies and AI features for internal and external stakeholders


• Partner with Program & Project Managers, Professional Services Consultants, Trainers, and customer stakeholders to successfully drive projects to completion


• Explore client processes and distill information from multiple sources to inform complex configuration setup and integration design


• Support the adoption of AI-enabled workflows


• Collaborate with client technical experts to establish a thorough configuration testing plan

Our Vision of You

• Experienced Technical Consultant - you have 4-5 years of experience working in a SaaS consulting role, with at least 2 years of experience in a technical or support role


• Technical Aptitude - You have a history of mastering new technologies and technical skills quickly and efficiently. You also have a demonstrated ability to enact creative technical testing and troubleshooting processes


• AI-Curious & Adaptable - You stay current on AI-enabled tools and workflows, pick up new AI capabilities quickly, and look for practical ways to apply automation and AI-driven insights to improve your work and your customers' outcomes


• Consultant & Trusted Advisor - You have the ability to discover the \"how\" and \"why\" of proposed solutions to determine feasibility and suggest alternatives


• Strategic Problem Solver - You have a history of collaborating with teammates and enterprise level customers to solve difficult problems. You have a willingness to theorize about complex integration solutions while also being able to jump in and get things done


• Exceptional Communication Skills - You have experience successfully collaborating with client contacts at all levels of the organization chart and translating complex technical topics into language that can be understood by non-technical stakeholders

Preferred Qualifications

• Ability to speak with expert knowledge about a broad spectrum of technical topics including APIs, CRM Integration, security, privacy, and integrations


• Familiarity with front-end and back-end development technologies


• Admin certification with a CRM, such as Salesforce or Dynamics, or another SaaS platform


• Track record of leading with optimism to help others persevere in difficult situations


• Expertise in working with a Sales Engagement Platform


• History of working with internal Product or Engineering teams to improve product features and capabilities

$115,000 - $135,000 a year

The base salary range for this role is $115,000-$135,000. You may also be offered incentive compensation, bonus, restricted stock units, and benefits. Actual compensation is based on factors such as the candidate's skills, qualifications, location and experience. Final offers are determined through a holistic assessment and will vary within the posted range. Your Recruiter will share specific details based on your location and role during the hiring process.

Why You’ll Love It Here

• Flexible time off


• 401k to help you save for the future


• Generous medical, dental, and vision coverage for full-time employees and their dependents


• A parental leave program that includes options for a paid night nurse, and a gradual return to work


• Infertility/ assisted reproductive services benefit


• Employee referral bonuses to encourage the addition of great new people to the team


• Snacks and beverages in the Office, along with fun events to celebrate


• Diversity and inclusion programs that promote employee resource groups like Outreach Women's Network, Latinx community, Outreach Black Connection, AAPI community, Pride/LGBTQIA+, Gender+, Disability Community, and Veterans/Military

Outreach is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Our success is reliant on building teams that include people from different backgrounds and experiences who can elevate assumptions and ideas with fresh perspectives. We're dedicated to hiring the whole human, not just a resume. To that end, we look for a diverse pool of applicants-including those from historically marginalized groups. We would like to invite you to apply even if you don't think you meet all of the requirements listed below. We don't want a few lines in a job description to get between us and the opportunity to meet you.