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.
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
Skills Required
- 4–5 years of experience in a SaaS consulting role
- At least 2 years of experience in a technical or support role
- Ability to quickly master new technologies and technical skills
- Experience developing technical testing and troubleshooting processes
- Ability to discover customer needs, assess solution feasibility, and suggest alternatives
- Experience solving complex problems with enterprise customers and internal teams
- Exceptional communication skills with technical and non-technical stakeholders
- Expert knowledge of APIs, CRM integration, security, privacy, and integrations
- Familiarity with front-end and back-end development technologies
- CRM administrator certification, such as Salesforce or Dynamics
- Expertise working with a sales engagement platform
- Experience working with Product or Engineering teams to improve product features
Outreach Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Outreach and has not been reviewed or approved by Outreach.
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Parental & Family Support — Parental leave is described as unusually generous, including extended leave and distinctive transition support such as a paid night nurse option and food delivery. Family-oriented benefits are repeatedly positioned as a standout part of the overall package.
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Healthcare Strength — Medical, dental, and vision coverage is described as comprehensive, with the employer covering a majority of premiums in many cases. Mental health support and an EAP for confidential counseling are also included as part of the health offering.
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Equity Value & Accessibility — Equity (stock options/RSUs) is commonly included as part of total compensation and is framed as a meaningful component of rewards. For some roles, equity is viewed as a notable source of upside that complements cash compensation.
Outreach Insights
What We Do
Outreach is the number one sales engagement platform. Using advanced machine learning and AI to automate and prioritize customer touchpoints, Outreach dramatically increases sales reps' effectiveness and ability to drive smarter, more insightful engagement with their customers. We're on a mission to make every customer-facing rep wildly productive.
Why Work With Us
We balance explosive growth with unwavering values. We believe in agility, but we don't compromise on high standards or delivering the best quality. Everyone truly wants to do the right thing. At Outreach, you are not only permitted to own your business, but expected to. If you're excited by ownership, you'll fit right in. You will never be bored.
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