Run structured discovery with a range of personas (ICs to VP/C-level) across RevOps, Marketing Ops, Sales, and CS, translating business goals into clear scopes, requirements, and success metrics
Design end-to-end Clay workflows and architectures that plug into existing GTM stacks (CRM, MAP, data tools)
Build complex workflows in Clay (lists, enrichment, automations, AI prompts, audiences, and reporting) and document them so customers and internal teams can maintain them after handoff
Own implementations from kickoff through go-live: project plans, timelines, communication cadences, and risk management
Align cross-functional enterprise stakeholders, keep projects unblocked, and juggle multiple engagements simultaneously without dropping the details
Lead high-quality working sessions and trainings that make Clay feel approachable and powerful; handle objections and keep engagements focused on outcomes
Identify follow-on opportunities where deeper Clay usage would unlock value; partner with CX and EGS where relevant
Contribute to playbooks, templates, and best practices as we build out the Services org and help shape the bar for future hires
Adapt quickly to an ever-expanding surface area — onboarding customers across new industries and use cases, drawing on light business process consulting skills to map existing workflows, identify inefficiencies, and recommend how Clay can drive meaningful operational improvements

3–7+ years in an Enterprise customer-facing, implementation, or consulting role — professional services, solutions consultant, technical CSM/TAM, or similar
Deeply hands-on with GTM tools (Salesforce/HubSpot, Marketo, Outreach/Salesloft, data enrichment, analytics); you enjoy living in the tool
Proven track record running multi-stakeholder projects end-to-end in mid-market or enterprise accounts
Excellent communicator who can simplify complex concepts and drive alignment from hands-on admins to the C-suite
Energized by ambiguity and building from scratch; process-light, outcome-heavy environments are where you thrive
You like being both strategic and in the weeds: happy to lead the meeting and build the workflow
You're an AI multiplier — you instinctively reach for AI tools to extend your own capacity, move faster, and deliver better outcomes for customers; you don't just use AI, you build leverage with it.

All employees can work for free with world-class coaches who specialize in creativity, management, and more.

Deployment Manager – Professional Services

Key skills