Partner with Sales to close deals
Join Account Executives and Solution Engineers on discovery calls, demos, and prospect meetings to represent the services and implementation side of the engagement.
Build trust with prospects by clearly articulating how the solution will be deployed and what their implementation journey will look like.
Develop and present Statements of Work (SOWs), services proposals, and implementation plans that support the overall deal strategy.
Collaborate on deal strategy, pricing, and risk assessment to keep deals moving while protecting deliverability and margin.
Lead scoping conversations to understand the prospect's environment, goals, timelines, and constraints.
Estimate the effort, cost, timeline, and resourcing required to implement the solution, and document assumptions and dependencies clearly.
Design the high-level architecture of the proposed solution to fit the customer's technical and business landscape.
Define the structure and phasing of the implementation—milestones, workstreams, and the recommended delivery approach.
Identify any customizations needed to meet the customer's use cases.
Assess integration needs with the customer's existing systems and define the technical approach at a level sufficient for scoping and estimation.
Ensure a clean handoff to the delivery team after close, so commitments, scope, and assumptions carry through to kickoff.

5-7+ years in professional services, solution consulting, implementation, sales engineering, or a related customer-facing role at a SaaS company.
Demonstrated experience scoping and estimating software implementation projects, including effort, cost, and timeline.
Strong understanding of how SaaS solutions are architected, configured, customized, and integrated with other systems.
Excellent discovery and requirements-gathering skills—able to ask the right questions and turn answers into a concrete plan.
Confident, polished communication and presentation skills with both technical and business audiences, including executives.
Comfort operating in a sales environment: responsive, deadline-driven, and motivated to help close deals without overcommitting delivery.
Ability to collaborate cross-functionally across Sales, Delivery, Product, and Legal.
Flexibility to support a global business with the majority of opportunities based in North America and UK/Europe.

Senior Consultant, Advisory Services

Key skills