Associate Professional Services Consultant

Role Overview

• Manage onboarding, platform configuration, and content projects for customers.
• Interpret customer requirements into actionable tasks using internal systems and processes.
• Coordinate with internal teams (Content, Support, Implementation) to ensure timely project execution.
• Maintain accurate documentation, including scope notes, progress updates, and QA signoffs.
• Engage directly with customers to resolve issues, gather input, and guide setup decisions, and escalate if warranted, consistently operating with a customer’s success mindset.
• Support internal initiatives related to process improvements and team efficiency.
• Meet KPIs related to customer satisfaction, efficiency, and adherence to scope/timelines.
• Contribute to team playbooks and knowledge articles, documenting implementation steps, FAQs, and lessons learned for internal reuse.
• Capture recurring customer questions and configuration pain-points, relay structured feedback to Product and senior PS consultants for roadmap consideration.

Requirements

• 1–2 years of experience in SaaS, consulting, support, or project coordination.
• Strong communication and organizational skills.
• Ability to translate business goals into structured implementation tasks.
• Familiarity with web applications, basic project management tools, and content systems.
• Comfortable working cross-functionally in a fast-paced environment.

Benefits

• Medical
• Dental
• Vision
• HSA (Health Savings Account)
• FSA (Flexible Spending Accounts)
• company paid Life Insurance
• Short-Term Disability
• Long-Term Disability
• Flexible Time-Off (FTO)
• Paid Parental Leave
• 401(k) with employer match