Client Strategist

Posted Yesterday
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Hiring Remotely in United States
Remote
Junior
Software
The Role
Support services sales and delivery by creating Statements of Work, resourcing models, and demos; bridge Sales, Professional Services, and Product; manage SOW and services libraries; liaise with customers and ARB for pre-sales technical asks; ensure services meet margin targets and support handoffs and escalations to Project Managers.
Summary Generated by Built In

Specright is the first purpose-built, patented platform for Specification Management. Whether it's packaging, raw materials, formulas, products, or machines, Specright helps companies digitize, map, and take action across their supply chain to reduce costs, increase profitability, and drive sustainability. Specright serves customers across industries, including packaging, food and beverage, consumer packaged goods, pharmaceutical, retail, industrials, and more.

Job Overview

The Client Strategist is responsible for supporting Specright's services sales, scoping, and delivery enablement to ensure customer success and profitable growth. This role bridges the gap between Sales, Professional Services, and Product teams-owning the development of scalable processes, Statements of Work (SOWs), and resource models that align with business objectives. The ideal candidate is a strategic team member who can translate complex customer requirements into actionable service solutions, support sales teams in capturing new opportunities as well as enhancements on existing opportunities, and continuously refine offerings to enhance customer outcomes and operational efficiency.

About the role

Sales Support

  • Act as the primary point of contact for assigned services related sales

  • Provide detailed Statements of Work, resourcing models, and applicable contract language to ensure services are delivered according to scope and clearly defined "done" statements

  • In addition to crafting SOWs, work with account executives to pitch and sell services to capture the value we're delivering

  • Collaborate with Sales Engineers on late stage deals – specifically demos or onsites – to begin crafting SOWs and put into a phased approach

  • Assist in creating and delivering product presentations and demonstrations tailored to customer requirements (demo delivery)

  • Serve as a trusted advisor to customers by providing in-depth technical knowledge and support.

Product Support

  • Provide continuous feedback on commonly customer requests that should be part of the core Specright product (aka PSO project)

  • Be liaison during sales cycle of pre-sales customer asks to the ARB (Architecture Review Board) – gets ARB signoff for anything in the SOW that is not OOTB

Professional Services Support

  • Support management of SOW library, services library, Certinia templates updates, and implementation workbook and BRD updates to ensure changes cascade to professional services delivery team

  • Provide guidance to Project Managers during handoffs on scope of work and be a point of escalation in the event of customer escalations

  • Ensure all services SOWs meet Specright organization margin targets

Customer Success

  • When Customer Success identify new sales opportunities, AEs are responsible for pulling in services sales

Valued Experience

  • 2 - 3 years of experience

  • Salesforce Platform and Salesforce Experience, Specright experience preferred

  • Experience presenting software; demonstrations, services value, and deployment/development strategies

  • Discovery skills to liaise with customers to understand their business challenges, configure & run complex evaluation labs and drive them to a technical win

  • Excellent persuasive presentation skills in order to present technical solutions to prospects and existing customers

  • An entrepreneurial attitude to proactively take on projects and execute on them with little direction

  • Success in an early-stage tech startup environment with Enterprise/ SaaS

We are an energetic company with an entrepreneurial, informal, versatile, intelligent, and fast-paced culture. We are a 100% remote company and promote an open and relatively flat organization with an emphasis on collaboration, sharing ideas, and information. It's more important to innovate than to worry about making mistakes.

Specright is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Skills Required

  • 2-3 years of relevant experience
  • Salesforce Platform and Salesforce experience
  • Experience creating Statements of Work, resourcing models, and service delivery documentation
  • Experience presenting software, delivering demonstrations, and articulating services value
  • Discovery skills to gather customer requirements, configure evaluation labs, and drive technical wins
  • Excellent persuasive presentation and communication skills
  • Ability to act as liaison between Sales, Product, and Professional Services (including ARB interactions)
  • Entrepreneurial attitude and ability to work independently in an early-stage SaaS environment
  • Specright platform experience
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The Company
HQ: Irvine, CA
113 Employees
Year Founded: 2014

What We Do

Specright is the first purpose-built platform for Specification Data Management™. Whether it’s packaging, raw materials, formulas, products, or machines, Specright helps companies digitize, map, and take action across their supply chain to reduce costs, increase profitability, and drive sustainability. Our customers operate in agriculture, automotive, cosmetics, food & beverage, manufacturing, FMCG/CPG, medical, or any industry reliant on accurate specifications. Founded in late 2014, Specright is privately held and headquartered in Irvine, California.

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