Solution Consultant - CRM

Key Responsibilities:

• Facilitate discovery sessions: Uncover customer challenges and show how CRM and Industry solutions can make a difference.
• Develop engaging demos: Configure and customize demos to showcase AI agents, automation, and workflows.
• Partner with sales teams: Translate technical capabilities into compelling stories for both business and technical audiences.

Required Skills and Experience:

• Experience with AI: Leverage or critically think about how to integrate AI into work processes.
• Pre-sales experience: Have 2+ years of experience in pre-sales solution consulting or sales engineering.
• Industry knowledge: Familiarity with industry-specific workflows, challenges, and compliance requirements (bonus for Financial Services or Healthcare).

Additional Information:

• Stay current: Keep up-to-date on product releases and AI features to ensure demos are fresh and relevant.
• Collaborate: Contribute to team success by sharing learnings and supporting marketing events.
• Travel: Willingness to travel as needed to support customer engagements and team events.