We are seeking a Senior Application Consultant to join our Professional Services team. In this customer-facing role, you’ll work closely with clients to successfully implement Engageware’s Appointment Scheduling solution. You will be a trusted advisor and subject matter expert, helping configure and deliver tailored implementations across banking, wealth management, and enterprise clients.
This is a cross-functional role that blends technical expertise, project management, and customer success – ideal for someone who thrives in a dynamic, fast-paced environment.
Key Responsibilities
Project Management & Customer Engagement
- Lead customer onboarding and configuration projects for Engageware’s Appointment Scheduler
- Translate business requirements into technical and functional designs
- Drive customer satisfaction by proactively managing timelines, deliverables, and expectations
- Conduct solution overviews and demos using real customer data (MVPs)
- Provide project status updates and coordinate issue resolution
Technical Configuration & Integration
- Customize solutions using Appointment Scheduler’s administrative interface and tools such as HTML, XML/XSL, JavaScript, Python, SQL
- Map and import client data into Appointment Scheduler using CSV or XML files
- Configure integrations with systems like Microsoft Exchange, Google Workspace, Salesforce, SSO, and conferencing tools
- Work with REST/SOAP APIs for advanced configuration and integrations
Training, Support & Documentation
- Deliver training for users, admins, and stakeholders
- Troubleshoot business and technical issues
- Share client insights and feedback with Product and Engineering teams
- Contribute to internal documentation and knowledge base updates
- Help customers implement best practices based on Engageware’s deep experience as a leader in the appointment scheduling space
Required Qualifications
- 10+ years implementing enterprise applications in a technical or consulting capacity
- Strong technical aptitude with experience in system integrations and APIs
- Post-secondary degree in a technical field
- Excellent communication and customer-facing skills
- Experience with project management tools like JIRA, Confluence, or Wrike
- Ability to work independently while collaborating with cross-functional teams
- Strong analytical and problem-solving skills
Preferred Qualifications
- SaaS experience, especially with scheduling, workflow, or calendar products
- Financial services industry experience
- Salesforce admin certification or equivalent experience
- Fluent in both English and Spanish
Top Skills
What We Do
Engageware is the only comprehensive provider of customer engagement solutions, enabling businesses and organizations to resolve their customers’ needs at the first interaction. Engageware’s end-to-end customer engagement platform is powered by conversational and generative AI to automate responses to routine questions, provide instant access to knowledge bases, and give organizations a holistic view of the customer journey. With the acquisition of Aivo, more than 700 organizations in the banking, financial services, retail, health, and education sectors rely on Engageware’s solutions to drive growth with increased sales and conversion, improve multi-channel customer experience, automate customer service, and reduce call center workload. Engageware’s platform allows synchronous channel handoffs and robust data and analytics to inform strategic business decisions that drive growth, efficiency, and stronger customer relationships. Engageware is a portfolio company of Clearhaven Partners.
