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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer onboarding and implementation, with a strong focus on driving platform adoption and managing stakeholder relationships. Proficient in AI tools and techniques, with a proven ability to deliver strategic insights and ensure customer satisfaction.
Highest-signal resume keywords
Customer OnboardingImplementation ExcellenceStakeholder ManagementAI Tools AdoptionChange Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project ManagementPrompt EngineeringAI Agent ConfigurationTechnical AuditsRisk ManagementBudget ManagementCustomer Relationship ManagementImplementation StrategyGTM StrategyWorkflow Design
Soft Skills
CommunicationTrust BuildingProblem SolvingSelf-StarterClient Relationship Development
Industry Keywords
Professional ServicesSaaS EnvironmentCustomer SuccessChange ManagementImplementation
About the role
Key responsibilities & impact- Serve as the primary point of contact for customers through onboarding and implementation
- Deliver implementations on time against agreed milestones
- Own delivery of Outreach's AI Agents, from configuration and prompt engineering through adoption
- Manage project stakeholders, budget, margin, risk, milestones, and customer sign-off
- Drive platform adoption during and after go-live
- Support existing customers purchasing additional services, including managed services, optimizations, technical audits, and expansions
- Identify opportunities for additional services and connect customers with the appropriate teams
- Document and manage customer information for seamless handoffs
- Own post-launch customer handoff to Customer Success
- Partner with Support, Product, and Engineering to capture and follow through on customer feedback
- Contribute to Professional Services initiatives, methodologies, assets, programs, and AI-enabled delivery workflows
- Provide strategic insight on platform best practices, GTM strategy, technical configuration, change management, and team engagement
- Report to the Consulting Practice Manager
Requirements
What you’ll need- 5+ years of experience in professional services, consulting, implementation, or a related field (e.g., customer success)
- Experience acting as a strategic advisor to customers ranging from SMB to Enterprise, ideally in a SaaS environment
- Proven track record of building trust and developing client relationships
- Experience ensuring customer satisfaction through implementation excellence, stakeholder management, and change management
- Proactively adopts new AI tools and techniques
- Ability to drive initiatives with clear expectations, manage risk, and adhere to project timelines
- Ability to communicate credibly at every level of a customer organization, from analysts to executive leadership
- Proven self-starter able to learn complex concepts with minimal assistance
- Ability to break down ambiguous problems into concrete, manageable components
- Ability to understand deep technical aspects of a product and explain them simply
- Hands-on experience configuring, tuning, or piloting AI agents, including prompt engineering and agent workflow design (bonus)
Benefits
Comp & perks- Flexible time off
- 401k to help you save for the future
- Generous medical, dental, and vision coverage for full-time employees and their dependents
- A parental leave program that includes options for a paid night nurse, and a gradual return to work
- Infertility/ assisted reproductive services benefit
- Employee referral bonuses
- Snacks and beverages in the Office, along with fun events to celebrate
- Diversity and inclusion programs that promote employee resource groups
- Incentive compensation
- Bonus
- Restricted stock units
