LeanData

Professional Services Consultant

LeanData
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4 hours ago
Santa Clara, CA, USAMid Level / Senior
H1B Sponsor

Base Salary

$110k - $145k/yr

Responsibilities

  • Analyze complex business and system processes to design customized LeanData solutions for customers.
  • Lead technical implementations across Sales, Marketing, Operations, and Salesforce Development personas.
  • Coordinate implementation-to-Customer Success transitions and align with CSMs on account health, open items, and customer goals.
  • Analyze the technical impacts of the LeanData Managed Package in complex Salesforce environments.
  • Identify and mitigate implementation risks while managing stakeholders, timelines, budgets, and opportunities.
  • Communicate with customers at all levels to support onboarding and value realization.
  • Partner with Product, Sales, Development, and client teams to design data solutions and surface issues early.
  • Maintain current knowledge of LeanData products and features and apply it to customer solution design.
  • Track client records and key milestones in Salesforce and other systems.
  • Identify onboarding process improvements and use customer feedback to influence the product roadmap.

Requirements

  • 2–5 years of relevant work experience in SaaS or related technology.
  • Experience with Salesforce.com and marketing automation platforms; Salesforce Certified Platform Administrator or above is preferred.
  • Experience managing client stakeholders across multiple groups.
  • Knowledge of go-to-market strategies including outbound, inbound, and account-based approaches.
  • Expertise with Salesforce reporting; experience with other reporting or business intelligence tools is a plus.
  • Proven experience leading customer engagements, understanding technical concepts, guiding strategy, and delivering positive customer outcomes.
  • Ability to understand and deconstruct technical products and platforms.
  • Excellent verbal and written communication skills with the ability to adapt to different audiences.
  • Previous SaaS and enterprise software experience.
  • Degree from a well-regarded college or university.
  • Creative, resourceful, detail-oriented, highly organized, self-starting, and comfortable working in an ambiguous, fast-paced, deadline-oriented startup environment.

Benefits

  • Based in the Santa Clara, California office.
  • Required to work in the office on Mondays and Wednesdays each week.

Categories

Solutions Engineering
LeanData

About LeanData

51-200 employees

Help your teams align to your customer’s journey by uniting your CRM data, signals, and tools from the first buying signal to closed-won and beyond. LeanData delivers accurate and actionable data and insights to automate even the most sophisticated customer lifecycle motions including: Buying groups ABX Post-Sales Speed to Lead Increase efficiency, capture more revenue and deliver better customer experiences: LeanData is the execution engine behind your GTM strategy. Check out the 1,000+ Enterprise and Commercial Leaders that use LeanData to maximize their revenue teams: https://www.leandata.com/featured-customers/

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