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LeanData is seeking a Professional Services Consultant to deliver strategic implementations of its Sales Operations platform for enterprise customers. This hybrid role (in-office Mondays and Wednesdays) reports to the Director of Enterprise Professional Services and sits at the intersection of customer success, product, and engineering.
You will analyze complex business and system processes to design customized solutions on the LeanData platform, leading technical implementations across Sales, Marketing, Operations, and Salesforce Development teams. Key responsibilities include managing end-to-end customer implementations with attention to timeline and budget, proactively identifying risks and opportunities, and ensuring smooth handoffs to Customer Success teams. You'll engage directly with customers at all organizational levels, translating their business challenges into technical solutions using the LeanData Implementation Methodology.
The role requires deep collaboration across internal teams—Solutions Consulting, Product, Engineering, Sales, and Leadership—to accelerate customer onboarding and value realization. You'll work closely with client development teams to assess technical impacts in complex Salesforce environments, maintain accurate records and milestones in Salesforce, and stay current on evolving LeanData products to design solutions that maximize customer ROI.
You'll also serve as a voice for customers, strategically leveraging feedback to influence the product roadmap and proactively identifying process improvements to the onboarding experience.
Required: 2–5 years of SaaS or related technology experience; hands-on Salesforce expertise (Certified Platform Administrator or above preferred); experience managing client stakeholders across multiple groups; knowledge of GTM strategies (outbound, inbound, account-based); Salesforce reporting expertise; proven track record leading customer engagements; strong technical acumen; excellent communication skills; self-starter mindset in fast-paced startup environments; bachelor's degree from a well-regarded institution.
