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Samsara (NYSE: IOT) is a Connected Operations Cloud platform enabling organizations to harness IoT data for actionable insights across physical operations including agriculture, construction, field services, transportation, and manufacturing.
The Engagement Services Consultant (ESC), Integrations is a new consultant-level role within Samsara's Engagement Services team in Customer Success. You will partner directly with the company's largest Enterprise customers in focused, approximately three-month engagements to understand their operational processes, map those processes to the Samsara platform, and translate that understanding into well-defined, build-ready requests for the Solutions Integration Services (SIS) team.
This role complements the Engagement Services Manager (ESM) and SIS teams, ensuring every integration request reaches SIS with validated requirements, aligned stakeholders, and documented processes.
Key responsibilities include:
**Discover and Define Processes (Weeks 1–6):** Run structured discovery with customer stakeholders to document current-state processes and systems. Facilitate workshops to map future-state process flows and identify where data must be sent, received, or transformed. Build a systems and API inventory covering data volumes, authentication constraints, and regulatory or data-residency considerations. Engage SIS early for lightweight feasibility checks so blockers surface before build.
**Package Requirements (Weeks 6–10):** Turn findings into a prioritized requirements package including use cases, field-level data mappings, success criteria, and open risks. Validate the package with customer stakeholders and the internal account team (CSM, ESM, Sales Engineer). Complete and submit the SIS Request Log so scoping starts from a validated baseline.
**Hand Off and Transition (Weeks 10–12):** Join the initial SIS/ESM scoping meeting to preserve context and answer requirements questions directly. Support the ESM during SOW drafting where scope or customer intent needs clarification. Formally close the discovery engagement once SIS and the ESM confirm the request is ready for build, with documentation handed off in full.
**Ongoing:** Track engagement status, milestones, and timelines in Salesforce and Compass. Maintain a library of discovery templates and playbooks by integration type, and share lessons learned with the teams that originate requests. Champion Samsara's cultural principles: Focus on Customer Success, Build for the Long Term, Adopt a Growth Mindset, Be Inclusive, Win as a Team.
Success metrics include: speed (short time from kickoff to SIS acceptance without further scoping clarification), quality (requests that need no rework during SIS and ESM scoping), cycle time (faster path from Request Log to signed SOW), customer experience (strong discovery-phase CSAT and feedback from Enterprise stakeholders), and portfolio impact (more Enterprise accounts moving from unscoped integration need to signed, in-build SIS project each quarter).
First 90 days: Shadow the ESM and SIS teams on 2–3 active integration engagements. Complete SIS Office Hours and Request Log training. Review prior SIS project documentation for common integration patterns. Take ownership of a first discovery engagement with an Enterprise account, with an ESM as coach. Deliver a first fully validated requirements package and SIS Request Log independently by end of quarter.
**REQUIREMENTS:**
Minimum requirements:
- 7+ years in a customer-facing consulting, business/systems analysis, solutions consulting, or implementation role, ideally in enterprise SaaS or IoT software
- Experience running structured discovery with enterprise customers: stakeholder interviews, current- vs. future-state process mapping, and requirements gathering
- Working understanding of APIs and system-integration concepts; comfortable in technical conversations without needing to write integration code
- Strong facilitation, synthesis, and documentation skills, with the ability to turn cross-functional conversations into an actionable requirements document
- Track record managing multi-month, multi-stakeholder engagements independently, with ownership of timeline and quality
Ideal candidate also has:
- Experience with integrations involving fleet/telematics, ERP, WMS, TMS/dispatch, HRIS, or fuel-card systems
- Familiarity with Salesforce and services/project-tracking tools
- Background as a Solutions Consultant, Sales/Solutions Engineer, Professional Services consultant, or Business/Systems Analyst
- Experience supporting Mexico and broader LatAm Enterprise accounts
