Client Solutions Specialist

Funnel Leasing

. Serve as a strategic support advisor, partnering with key clients to architect, optimize, and govern platform integrations and Funnel product workflows.

Posted 9/24/2026full-timeRemote • United StatesMid-LevelSenior💰 $75,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in enterprise SaaS operations and multi-system workflow architecture, with a strong ability to evaluate client business models and design end-to-end workflow solutions. Proven track record in driving platform adoption and operational change management while authoring and implementing organizational SOPs and enablement frameworks.

Highest-signal resume keywords

Enterprise SaaS OperationsMulti-System Workflow ArchitectureChange Management StrategiesClient Business Model EvaluationSOP Authoring and Implementation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Workflow ArchitectureEnterprise Integration GovernanceOperational Decision-MakingTroubleshooting MethodologiesDiagnostic FrameworksCross-Functional CollaborationClient Retention StrategiesOperational Risk MitigationCustom Engineering InterventionsContinuous Improvement

Soft Skills

Independent JudgmentAccountabilityCommunicationCollaborationProblem-Solving

Tools & Technologies

CRM PlatformsSalesforceProperty Management System (PMS)Business Intelligence ToolsTableauLookerSQL

Industry Keywords

SaaSProptechMultifamily IndustryClient OperationsService Escalation Governance

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Serve as a strategic support advisor, partnering with key clients to architect, optimize, and govern platform integrations and Funnel product workflows.
Align platform capabilities with client business objectives, drive adoption of existing and new product functionality, and mitigate enterprise-level operational risks.
Lead strategic advisory engagements and operational reviews with client leadership.
Design custom product workflows and governance models for key accounts.
Evaluate client processes and determine strategic interventions to optimize platform ROI.
Resolve escalated operational roadblocks affecting client retention and business continuity.
Explain root causes in plain language and connect technical details to client business impact.
Develop scalable operational frameworks, change management strategies, and best-practice standards.
Diagnose complex platform integration failures and architect mitigation strategies.
Orchestrate remediation roadmaps across Product, Engineering, and client-facing teams during critical operational crises.
Determine when custom engineering interventions or workflow workarounds are strategically necessary.
Author diagnostic frameworks, troubleshooting methodologies, and knowledge governance models.
Design and oversee enablement, readiness, and technical proficiency frameworks for client operations teams.
Author, govern, and optimize Client Operations SOPs and service escalation policies.
Lead or collaborate on cross-functional change management initiatives and client education programs.
Foster continuous improvement, learning, and collaboration across the company.
Perform other duties as assigned and modified at manager’s discretion.

Requirements

What you’ll need

Experience in enterprise SaaS operations, management consulting, or complex technical account management.
High degree of independent judgment and accountability, with a history of evaluating business trade-offs and executing operational decisions without prescribed parameters.
Demonstrated expertise in multi-system workflow architecture, enterprise integration governance, and mapping complex business processes to SaaS platform capabilities.
Advanced capability to evaluate client business models, identify systemic operational friction, and independently design end-to-end workflow solutions.
Demonstrated track record of partnering with C-suite and VP-level client executives to drive platform adoption, operational change management, and alignment with client business goals.
Experience authoring and implementing organizational standard operating procedures (SOPs), enablement frameworks, or service escalation governance across cross-functional departments.
Preferred: Experience in SaaS, proptech, or multifamily industry.
Preferred: Familiarity with CRM platforms (e.g., Salesforce), Property Management System (PMS) integrations, or Internet Listing Services (ILS) workflows.
Preferred: Experience implementing continuous improvement within client operations or consulting environments.
Preferred: Proficiency with business intelligence tools (e.g., Tableau, Looker, SQL) to evaluate operational health metrics, platform adoption patterns, and client retention risks.
Preferred: Demonstrated success designing and scaling enterprise knowledge bases, customer operations playbooks, or cross-functional enablement curricula.
Ability to perform all essential job functions, with or without reasonable accommodation.
Travel up to 5%.

Benefits

Comp & perks

Health insurance
Dental and Vision insurance
Company paid Life/AD&D
Long-term Disability insurance
Short-term Disability insurance
Term Life insurance
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Retirement Plan - 2% company match
EAP
Uncapped Discretionary Time off
Sick Leave
14 paid holidays
One time remote work stipend
Employee recognition program
Employee-led Groups (ELG’s)
Unlimited PTO
Benefits that begin on your first day of employment