Senior Technical Consultant

📋 Description

• • Serve as a technical subject matter expert for Outreach’s sales engagement platform, implementing, configuring, and upgrading solutions for enterprise customers within the Professional Services line of business.
• • Collaborate with internal and external consultants, engineers, and technology partners to deliver end-to-end technical implementations aligned with customer business objectives and Outreach best practices.
• • Lead the configuration and enablement of AI-powered features within the Outreach platform, including agentic AI workflows, conversation intelligence, and assistive AI tools, to drive measurable business outcomes for clients.
• • Act as a trusted advisor to enterprise customers, guiding them on adopting and operationalizing AI capabilities to enhance prospecting, deal acceleration, retention, and forecasting accuracy.
• • Ensure all technical deployments adhere to platform standards, security protocols, and integration requirements with CRM systems such as Salesforce, Microsoft Dynamics, and HubSpot.
• • Participate in client onboarding and optimization cycles, identifying opportunities to extend platform usage beyond initial implementation through advanced configuration and automation.
• • Document technical configurations, implementation processes, and customer-specific workflows to support knowledge sharing and future scalability across the consulting team.
• • Provide technical guidance during customer success handoffs, ensuring seamless transition from implementation to ongoing support and adoption.
• • Stay current with evolving Outreach platform features, AI advancements, and SaaS integration trends to maintain technical expertise and deliver cutting-edge solutions.
• • Support the expansion of Outreach’s AI initiatives by contributing to the design and testing of new AI-driven use cases in collaboration with product and engineering teams.
• • Deliver high-quality technical deliverables under tight deadlines in a fast-paced, client-facing environment while maintaining a focus on customer satisfaction and platform integrity.
• • Troubleshoot complex technical issues related to API integrations, data synchronization, workflow automation, and system interoperability across multi-platform environments.
• • Contribute to the development of internal training materials, playbooks, and technical documentation to elevate the capabilities of the broader Technical Consulting Practice.
• • Represent Outreach as a technical authority during client meetings, demos, and workshops, translating technical capabilities into clear business value propositions.
• • Maintain a strong understanding of revenue operations (RevOps) frameworks and how Outreach’s platform integrates into broader GTM technology stacks.
• • Work cross-functionally with Sales, Product, and Customer Success teams to align technical implementations with customer goals and product roadmap priorities.
• • Ensure all client implementations are documented, tested, and validated prior to go-live, with clear handoff procedures and post-deployment support plans in place.