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CoRelation

Professional Services Consultant

CoRelation

. Lead, organize, and document specialized engagements for post-conversion clients .

Posted 9/25/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $70,000 - $89,400 per yearWebsite

About the role

Key responsibilities & impact
  • Lead, organize, and document specialized engagements for post-conversion clients
  • Apply best practices for Professional Service engagements
  • Prepare standard and customized post-conversion documentation
  • Engage clients to create client-specific Professional Services engagement plans
  • Act as the main liaison for clients throughout engagements
  • Recommend strategies and policies to improve and strengthen the development process
  • Learn from past roadblocks and devise strategies to avoid them in the future
  • Provide technical assistance and training for clients
  • Provide timely and accurate updates to clients and internal staff
  • Perform other duties as assigned

Requirements

What you’ll need
  • Three to five years of similar or related experience
  • At least two years of KeyStone experience
  • A college degree (non-technical discipline), or multi-craft skills acquired through extensive on-the-job training or apprenticeship programs, or in-depth industry and job specific technical skills acquired through a combination of formal instruction and on-the-job training
  • Ability to prepare standard and customized post-conversion documentation
  • Correct spelling, grammar, and terminology in documentation
  • Ability to create client-specific Professional Services engagement plans
  • Technical assistance and training expertise
  • Strong client communication and customer service skills
  • Ability to honor deadlines, keep promises, and maintain standards

Benefits

Comp & perks
  • Medical, Dental, Vision, Life Insurance
  • 401(K) Match
  • Discretionary profit share
  • Discretionary annual bonus
  • Wellness Programs: Yoga and Massages
  • Bi-Weekly engagements (coffee tastings, trivia, etc.… )
  • Community Involvement
  • Professional Development
  • Growth Days
  • Vacation Days
  • Floating Holidays
  • Sick Days
  • Parental leave
  • Company Band
  • Basketball
  • Flag Football
  • Volleyball
  • DEIA groups