Professional Services Consultant

KnowBe4

. Lead discovery sessions with customers to understand business objectives, technical requirements, existing architecture, workflows, integrations, and constraints .

Posted 9/18/2026full-timeClearwater • Florida • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading customer engagements by translating business requirements into technical solutions, managing integrations, and providing comprehensive documentation and training. Proficient in troubleshooting complex technical issues and ensuring successful implementation and adoption of SaaS solutions.

Highest-signal resume keywords

Technical ConsultingSolution DesignRequirements GatheringCustomer CommunicationTroubleshooting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Solution ArchitectureAPI DocumentationIntegration ManagementTechnical RequirementsImplementation PlanningConfiguration ManagementTesting and ValidationMigration ActivitiesCybersecurity KnowledgeAI/SaaS Application Experience

Soft Skills

Customer-Facing CommunicationProblem-SolvingCollaborationTime ManagementOrganizational Skills

Tools & Technologies

M365Google WorkspaceKnowBe4 Platform

Industry Keywords

Professional ServicesIT SecurityTechnical RequirementsSaaS TechnologyConsulting Firm

Tech Stack

Tools & technologies

Cyber Security

About the role

Key responsibilities & impact

Lead discovery sessions with customers to understand business objectives, technical requirements, existing architecture, workflows, integrations, and constraints
Own stakeholder communications throughout engagements, providing regular status updates and proactively flagging risks or timeline impacts
Identify dependencies, integration requirements, and architectural considerations early in engagements
Translate business requirements into technical requirements and implementation plans
Own solution design for customer implementations
Document solution designs, architecture decisions, technical requirements, and implementation specifications
Lead customers through configuration, integration, testing, validation, migration, and go-live activities
Troubleshoot and resolve complex technical blockers, escalating to Product and/or Engineering as required
Validate implemented solutions against agreed technical and business requirements
Ensure customers are technically prepared to operate and maintain solutions post-implementation
Serve as a trusted advisor on implementing the KnowBe4 platform
Provide API documentation and overviews
Educate customer administrators and technical teams on solution architecture, configuration, operational best practices, and ongoing management
Conduct technical workshops, solution walkthroughs, and knowledge-transfer sessions
Provide documentation and guidance for long-term solution ownership
Recommend improvements or additional capabilities based on customer objectives and technical needs
Hand off successfully to the Customer Success team for continued platform adoption

Requirements

What you’ll need

1+ years of industry experience in Professional Services, Technical Consulting, Solutions Engineering, or a similar customer-facing technical role, gained at a SaaS/AI technology company or a consulting firm
Bachelor’s degree or equivalent education preferred
Familiarity with standard concepts, practices and procedures within the IT Security Field and AI/SaaS technology space
Experience working with M365 and/or Google Workspace
AI/SaaS application, Cybersecurity and IT experience is a plus
Strong technical discovery and requirements-gathering skills
Strong troubleshooting and problem-solving skills
Ability to independently manage the technical components of multiple customer engagements
Excellent customer-facing communication and presentation skills
Highly organized and result-oriented
Excellent time management and organization skills
Demonstrates integrity, accountability, respect, and commitment
Strong collaborative and teamwork skills
Must be able to work with minimal supervision
Applicant assessment and background check may be part of the hiring procedure

Benefits

Comp & perks

Company-wide bonuses based on monthly sales targets
Employee referral bonuses
Adoption assistance
Tuition reimbursement
Certification reimbursement
Certification completion bonuses
Modern, high-tech, and fun work environment