Location: Candidates based in the Eastern or Central United States are preferred.
- Your Daily Adventures Will Include
- Serve as the primary point of contact for customers through onboarding and implementation
Deliver implementations on time, keeping customer teams up and running against agreed milestones
Own delivery of Outreach's AI Agents (Research, Revenue, Personalization, Deal, and Meeting Prep) from configuration and prompt engineering through adoption
Demonstrate project management excellence: keep stakeholders on track, stay within budget and margin, manage risk, and secure customer sign-off at project completion
Drive platform and agent adoption during and after go-live
Support existing customers who purchase additional services post-launch, including optimizations, technical audits, and expansions
Identify opportunities for additional services, including Managed Services, and connect customers with the right teams to scope
Document and manage customer information so handoffs between teams and resources are seamless
Own the post-launch handoff of customers to Customer Success
Partner with Support, Product, and Engineering to capture customer feedback and see it through
Contribute to defining and refining Professional Services methodologies, assets, and programs, including how AI is embedded into our delivery workflows
- Track your KPIs and adjust quickly to stay on target
- Our Vision Of You
- 3-5 years in professional services, consulting, implementation, or a related customer-facing technical role, ideally in SaaS
Proven track record building trust and client relationships while delivering implementation excellence: inspiring, educating, driving adoption, and managing change
AI-forward: you proactively adopt new AI tools and techniques and bring that expertise into customer conversations
Hands-on experience configuring, tuning, or piloting AI agents, including prompt engineering and agent workflow design
Strong project management: you set clear expectations, manage risk, and hold to timelines
Communicates credibly at every level of a customer organization, from admins to executive leadership
Self-starter, comfortable with ambiguity, quick to pick up complex technical concepts
Breaks down ambiguous problems into concrete, manageable components
- Embodies our core values: Trusted Advisor, Win as One Team, and Take Ownership
- Preferred Qualifications
- Experience implementing Outreach or a comparable sales engagement, conversation intelligence, or forecasting platform
Knowledge of sales processes such as lead generation, pipeline management, and KPIs
Experience with the software delivery lifecycle or application implementation
Experience with CRM administration (Salesforce, Dynamics) and integrations
History of improving processes, methodologies, programs, or frameworks
