Source Job

US Unlimited PTO

  • Manage and execute on implementations & projects for customers, performing detailed discovery around CRM usage.
  • Act as a subject matter expert on Outreach technologies, partnering with project managers and customer stakeholders.
  • Support adoption of AI-enabled workflows and collaborate with client technical experts to establish configuration testing plans.

SaaS CRM API AI

20 jobs similar to Senior Technical Consultant

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US

  • Deploy and configure Outreach's AI Revenue Agents in real customer environments.
  • Partner with Sales, Marketing, and RevOps stakeholders to map GTM workflows.
  • Customize and tune AI behavior using prompts, data integrations, and system configurations.

Outreach, founded in 2014, is the only complete agentic AI platform for revenue teams. They work with world leading enterprise organizations like Databricks, SAP, Siemens, and Verizon.

US Unlimited PTO

  • Design and scale how AI powers Outreach's revenue engine, translating GTM strategy into AI-driven workflows and intelligent automation.
  • Act as both a system architect and GTM operator, defining how AI agents engage buyers and how data drives real-time decisions.
  • Partner cross-functionally with Product, Sales, Marketing, BI and Revenue Operations teams to build scalable go-to-market processes.

Outreach, founded in 2014, is the only complete agentic AI platform for revenue teams, powering hundreds of use cases across revenue motions with AI-driven workflows. World leading enterprise organizations like Databricks, SAP, Siemens, and Verizon use Outreach, and the company emphasizes diversity and inclusion with multiple employee resource groups.

US

  • Engage directly with customers to discover requirements and design AI agent workflows focused on measurable ROI.
  • Build integrations with customer systems (CRMs, EHRs, ERPs) and implement compliance controls like HIPAA and PCI.
  • Partner with sales teams during pre-sales and provide structured feedback to Product and Engineering.

RingCentral is a leading provider of business cloud communications and contact center solutions, with $2.6 billion annual revenue and a $93 billion market opportunity. The company has a diverse, inclusive culture recognized as a Best Place to Work by Glassdoor and holds offices worldwide.

  • Work with large and small enterprises in the hardware space building AI agents on digital and voice channels.
  • Collaborate closely with customers to set them up for success and empower the sales team.
  • Create and manage documentation, stay up to date with product features, and teach customers to use Mavenoid.

Mavenoid is the Intelligent Support Platform for products and devices, providing manufacturers and sellers with best-in-class customer support through AI agents. We are a remote-first company operating globally with team members across Sweden, the UK, the US, and more, having raised Series B and still small enough for each person to have a big impact.

North America Canada Unlimited PTO

  • Own end-to-end technical relationships with enterprise customers, translating business challenges into high-impact AI solutions.
  • Serve as primary technical point of contact across 5-8 customer engagements simultaneously, driving adoption and outcomes.
  • Design and build integrations between the Moveworks Platform and enterprise systems like ServiceNow, Workday, Okta, and Jira.

ServiceNow is the AI control tower for business reinvention, bringing together any AI, data, and workflow to help 85% of the Fortune 500 work smarter. The company fosters an AI-native culture where technology and talent are unstoppable together.

US Unlimited PTO

  • Work closely as a strategic partner with Enterprise Account Executives and Customer Account Managers to assess deal challenges and provide solutions.
  • Generate excitement by delivering compelling technical presentations tailored to diverse audiences and investigating prospects' technical landscapes.
  • Build deep relationships with stakeholders and play a major role in closing large SaaS enterprise deals while collaborating cross-functionally.

Iterable is an AI-powered customer engagement platform that helps brands like Redfin and SeatGeek create dynamic experiences at scale. With nearly 1,200 clients across 50+ countries, the company fosters a culture of innovation, collaboration, and inclusion, and has been recognized as one of Inc's Best Workplaces and Fastest Growing Companies.

Unlimited PTO

  • Own and drive end-to-end delivery of GTM technology projects, from requirements gathering to deployment and adoption.
  • Implement AI agents for GTM and work closely with business stakeholders to translate needs into functional requirements.
  • Act as primary interface between Business and development team, ensuring alignment, feasibility, and timely execution.

Nexthink is the leader in digital employee experience management software, providing IT leaders with insight to diagnose and fix issues at scale. With over 1,000 employees across 5 continents, the company operates as One Team with a strong commitment to diversity and inclusion.

Canada

  • Drive technical success throughout the sales process as the primary technical advisor for new customer acquisition, helping prospects understand how Nylas fits into their architecture.
  • Accelerate evaluations by building proof-of-concept integrations, providing hands-on guidance around APIs and authentication, and supporting technical due diligence.
  • Influence product and go-to-market strategy by surfacing prospect feedback and competitive insights to Product and Engineering teams.

Nylas provides APIs that make it easy for developers to add email, calendar, and contact management features into applications. Supporting over 100,000 developers and collaborating with more than 900 companies globally, Nylas empowers digital communication tools across sectors like healthcare and education.

US

  • Lead discovery calls and technical deep dives to uncover pain points and identify opportunities across NiCE's Customer Service Automation portfolio.
  • Deliver customized, high-impact demos and presentations that paint a vision of exceptional customer experience.
  • Design and execute proof-of-value demonstrations that accelerate deal velocity and demonstrate real-world value.

NiCE delivers AI-first customer experience platforms, combining Generative and Conversational AI to power Agentic AI for enterprise brands. With over 8,500 employees across 30+ countries, NiCE serves 25,000+ global businesses including 85 of the Fortune 100, and is an innovation powerhouse in AI and cloud.

US

  • Identify new sales opportunities and build market share in Texas for Enterprise and Commercial contact centers.
  • Achieve annual sales quota and negotiate Enterprise-wide agreements, coordinating all sales activities.
  • Develop high-level relationships with C-level executives and analyze customer situations for new opportunities.

NICE software products are used by 25,000+ global businesses, including 85 of the Fortune 100. With over 8,500 employees across 30+ countries, NICE is an innovation powerhouse in AI, cloud, and digital.

US Unlimited PTO

  • Design and deliver structured onboarding programs and content that quickly ramp new partners on Cresta’s product.
  • Work closely with Partner Leadership, Sales, Marketing, Product, and Engineering teams to design and deliver enablement programs.
  • Track and report on partner readiness, certification attainment, and contribution to partner-sourced and partner-influenced pipeline.

Cresta unlocks the true potential of the customer experience, turning every conversation into a competitive advantage. Born from the Stanford AI Lab, Cresta has raised more than $270 million from leading investors and is led by AI experts.

United States

  • Partner with Account Executives to understand business and technical requirements, presenting compelling solutions.
  • Create product demonstrations and proof-of-concepts that address unique business challenges.
  • Articulate value proposition to senior executives in Marketing, Sales, Enablement, and IT.

Seismic is transforming how sales and marketing teams collaborate. The company focuses on a consultative approach across industries like Financial Services and High Tech, fostering a growth-oriented culture with a passionate sales team.

GTM Engineer

Axiad
US

  • Design, build, and maintain the programmatic outbound engine that generates qualified pipeline at scale.
  • Own CRM architecture including lead routing, lifecycle stages, scoring models, attribution, and data hygiene.
  • Build AI-powered workflows that automate research, personalization, account scoring, and outreach.

Axiad is the identity security company building Axiad Mesh, an identity risk decision platform for the IVIP era. They are a fast-moving company with a talented group of individuals passionate about building great solutions, offering a competitive compensation and benefits package.

US Unlimited PTO

  • Serve as the primary technical point of contact for top accounts, ensuring seamless post-implementation customer experience.
  • Partner with Strategic Account Managers to recommend new features and integrations that drive client value and expansion.
  • Act as liaison between customers and Product/Engineering to manage escalations and resolve complex issues.

Boulevard provides a client experience platform for appointment-based, self-care businesses like salons and spas. Founded in 2016, the company values diversity, experimentation, and equal opportunity.

Canada Unlimited PTO

  • Serve as the primary technical point of contact for mid-to-upper-market customers, providing proactive guidance on AI-powered features and platform analytics.
  • Partner with CSMs, Account Executives, and Product teams to drive customer retention and expansion through regular meetings and strategic counsel.
  • Manage customer expectations and identify product enhancements based on feedback and usage patterns.

Highspot pioneers sales enablement software to transform how companies increase sales productivity. They are committed to building breakthrough software with a focus on equitable workspaces and a culture of belonging, empowering employees to be agents of change.

US Unlimited PTO

  • Establish strong relationships at all decision-making levels within assigned client accounts to drive revenue growth and broaden engagement.
  • Provide technical deep sector-specific presentations and support to the sales team, acting as a mentor for technical skills development.
  • Manage client engagement from needs assessment to close, utilizing CRM tools and coordinating cross-functional support.

EPRI provides thought leadership, industry expertise, and collaborative value to help the electricity sector identify issues, technology gaps, and broader needs through effective R&D programs for the benefit of society. It is an organization that values diversity, offers standard employee benefits, and participates in E-Verify.

Global

  • Partner with Account Executives to design high-value technical solutions that showcase the ROI of Netomi's platform.
  • Architect and build agentic workflows integrating generative AI with APIs, databases, and enterprise tools for customer end users.
  • Develop custom demonstrations, prototypes, and proofs of concept on the Netomi platform tailored to specific client use cases.

Netomi is the leading agentic AI platform for enterprise customer experience, working with global brands like Delta Airlines and MetLife to automate customer journeys. Backed by WndrCo, Y Combinator, and Index Ventures, the company helps enterprises drive efficiency and lower costs with scalable AI agents.

Americas

  • Lead live onboarding and training sessions with customers via video calls, configuring the system in real time based on their workflows.
  • Work behind the scenes to configure accounts accurately and completely before customers log in, including setting up schedules, rules, forms, and permissions.
  • Coordinate with Customer Success and other teams to ensure smooth handoffs and that accounts are fully ready for daily operations immediately.

Connecteam is a SaaS platform that helps non-technical, frontline businesses manage their workforce in one place. SD Solutions is a staffing company operating globally, and this role involves delivering customer onboarding and configuration support for Connecteam.

US Unlimited PTO

  • Own new customer onboarding and implementation, including pre-sales technical discovery and carrier integrations.
  • Build scalable onboarding processes and tooling to manage 20+ concurrent implementations.
  • Partner with Sales to ensure tight handoffs and drive faster time-to-launch and higher activation rates.

ShipScience is transforming the world of shipping intelligence with a platform that empowers ecommerce businesses through automated carrier claims filing, analytics, and carrier optimization. As a profitable logistics-tech company, they are a remote-first team looking for passionate members to shape the future of shipping.

North America

  • Map GTM bottlenecks and partner with RevOps, Sales, Marketing, and CS to identify AI opportunities.
  • Design and maintain scalable data pipelines to unify data across HubSpot, Salesforce, and other tools.
  • Innovate and experiment with new tools, integrations, and AI workflows.

CaptivateIQ is a fast-growing company that provides a sales performance management platform. Backed by top investors like Sequoia and ICONIQ, they serve high-growth companies such as Netflix and Stripe.