Solution Expert (Implementation)

Industry: SaaS

Department: Customer Success

Location: Austin (Remote)

Employer: Confidential

Employment Type: Full-Time / W2 + Benefits

Salary: Based on experience and fit

About the Company

Join a growing startup that offers a cutting-edge quote-to-revenue solution designed to streamline sales processes, accelerate deal cycles, and deliver predictable revenue for mid-market and enterprise businesses. Our intelligent platform empowers organizations to connect their teams, simplify workflows, and close deals with efficiency and precision.

About the Role

The Solution Expert will act as the technical trusted advisor for the customer and be responsible for the full implementation cycle - building the solution and leading the onboarding process through implementation, configuration, and integrations.

In this role, you will also be responsible for configuring the software, answering questions, and ensuring the client is satisfied with the solution. You’ll lead technical sessions, work closely with Customer Success, Support, and Product teams, and be the go-to person for any technical solutions. It’s a great opportunity for those who are thrilled by the combination of customer-facing, technical, and logical processes!

Responsibilities

Lead onboarding processes, managing a full implementation cycle, gathering the needs, mapping and building the steps, and configuring them into the platform.
Configure software solutions tailored to client needs.
Act as the primary point of contact for customers throughout the project lifecycle.
Conduct technical sessions and provide training to clients.
Collaborate with internal teams to ensure project success.
Ensure client satisfaction and address any technical concerns.

Requirements

Minimum 5+ years of proven experience in technical implementation of software/SaaS platforms.
Minimum 5+ years in customer-facing roles in SaaS companies.
Strong project management skills, with the ability to manage complex, cross-functional projects.
In-depth technical knowledge of CRM systems (Salesforce, HubSpot, Dynamics).
Demonstrate hands-on expertise in system setup, customization, technical integrations, software configuration, custom workflows, and API-based integrations
Exceptional communication skills with a focus on clarity and stakeholder alignment.
Strong problem-solving ability and analytical thinking.
Ability to work effectively in a fast-paced, high-pressure environment.
Ambitious, proactive, and customer-oriented approach.
Thrives under pressure and is adept at managing competing priorities.

Nice To Have

Experience with ERP billing tools.
Familiarity with subscription billing processes.

Sr. Solution Expert