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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in API evaluation, CRM and system-of-record integrations, and technical documentation production. Capable of scoping integration complexity and communicating technical tradeoffs effectively to stakeholders.
Highest-signal resume keywords
API EvaluationCRM Integration KnowledgeTechnical Documentation ProductionSQL ProficiencyIntegration Complexity Scoping
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
API AccessData SyncsWebhooksAutomation RequirementsReporting NeedsIntegration Feasibility AssessmentTechnical Risk IdentificationComplexity Tier ProductionScheduling WorkflowsCall Center Systems
Soft Skills
Clear CommunicationStakeholder EngagementProblem-Solving
Industry Keywords
Lead Source SystemsAttribution SystemsIntegration Error MonitoringOnboarding Cycle TimeTechnical Health Checks
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Co-own discovery calls with the Account Executive and surface integration requirements
- Own integration discovery covering CRM/system of record, lead source and attribution, scheduling workflows, call center systems, data syncs, webhooks, API access, automation, reporting, and edge cases
- Lead technically complex demos involving third-party integrations
- Scope CRM, lead source, API capabilities and constraints, and overall integration complexity for late-stage deals
- Deliver a written complexity tier after qualification
- Produce the Technical Scope document used as the onboarding blueprint
- Advise the Account Executive on technical risk, feasibility, and pricing implications
- Hand off the Technical Scope to onboarding through a live walkthrough
- Work with the Forward Deployed Engineer and Account Manager to onboard technically complex accounts in approximately 4–8 weeks
- Serve as primary technical owner through go-live
- Participate in post-launch technical health checks
- Maintain a QA checklist for data sync accuracy, integration error monitoring, and scope drift
- Stay current on product updates, integrations, and capability changes
- Build and maintain the integration discovery question set for the sales team
- Work with Operations to monitor integration error rates, onboarding cycle time, and scope accuracy
- Feed customer-environment learnings back to Product and Engineering
- Communicate tradeoffs and send milestone status updates with recommended next steps
Requirements
What you’ll need- Must be located within the United States
- Experience evaluating APIs and reviewing technical documentation
- Ability to determine integration feasibility and effort
- Knowledge of CRM and system-of-record integrations
- Knowledge of lead source and attribution systems
- Knowledge of scheduling workflows and call center systems
- Knowledge of data syncs, webhooks, and API access
- Knowledge of automation requirements and reporting needs
- Ability to scope CRM, lead source, API capabilities and constraints, and integration complexity
- Ability to produce technical scope documents and complexity tiers
- SQL proficiency sufficient to pull data on deal complexity, onboarding performance, and integration health
- Ability to communicate technical tradeoffs clearly to Sales, customers, Product, and Engineering
- Ability to identify and flag technical risk
- Legally authorized to work in the U.S. (application requirement)
- The role may require employment visa sponsorship; sponsorship need is assessed during application
Benefits
Comp & perks- Full medical, vision, and dental effective the first day
- Mental health support and services via Modern Health
- 15 days PTO, increasing with 2+ years of tenure
- 12 paid holidays plus one floating holiday
- Up to 14 weeks of parental leave
- Monthly wellness subsidy
- 401(k) retirement savings plan
- Employee stock purchase plan
- Professional development reimbursement
- Fully remote work across all locations in the US
- Full responsibility for projects from day one
- Collaborative team and dynamic work environment
