Senior Consultant, Professional Services at LeanData

Santa Clara, California, United States

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$110,000 – $140,000Compensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, SaaS, Revenue OperationsIndustries

Requirements

4-6 years SaaS or technology experience with proven track record managing large, complex, and geographically diverse enterprise projects and pre-sales engagements
Advanced problem-solving and relationship-building skills, skilled at navigating ambiguity, influencing stakeholders, and driving project progress across teams
Domain expertise: Background and knowledge of Go-To-Market strategies and working with revenue operations or marketing operations (plus)
Salesforce expertise: Deep experience with Salesforce and marketing automation platforms (Marketo, Eloqua, Pardot, etc.); Salesforce Administrator certification (plus)
Leadership and communication: Able to lead technical and executive-level discussions, facilitate strategy and implementation sessions, and mentor colleagues
Accountability and poise: Demonstrates ownership, excellent time management, and composure under pressure in complex client environments

Responsibilities

Lead client engagements: Drive enterprise onboarding and manage projects to ensure high satisfaction and achievement of customer success targets
Sales support: Collaborate with sales teams on scoping and build out Statements of Work
Analyze business processes: Build detailed requirements, process flows, and project plans using LeanData’s implementation methodology
Expert solutioning: Advise clients on maximizing LeanData’s platform, integrating with Salesforce and other GTM tools to streamline operations
Risk and escalation management: Proactively resolve project risks and client escalations, collaborating across product, engineering, and internal teams
Drive best practices: Develop Professional Services processes and mentor junior consultants, fostering continuous improvement
Champion the customer: Influence strategic product direction by surfacing insights from complex implementations and C-level engagements
Maintain transparency: Track, communicate, and document key milestones and program status using Salesforce and internal systems

Skills

Salesforce

Project Management

Stakeholder Management

Business Process Analysis

Risk Management

Requirements Gathering

Process Flows

GTM Tools

Implementation Methodology

Client Onboarding

LeanData

Automates lead routing for Salesforce users

About LeanData

LeanData automates go-to-market operations to enhance productivity within Salesforce by optimizing lead routing processes. This involves directing potential customer information to the appropriate sales or marketing teams, allowing businesses to follow up on leads more quickly and effectively. LeanData's software solutions enable clients to visualize and adapt their lead management workflows based on data-driven insights. The company's goal is to help sales, marketing, and revenue operations teams work more efficiently, ultimately driving increased revenue.

Sunnyvale, CaliforniaHeadquarters

2012Year Founded

$41.4MTotal Funding

SERIES_CCompany Stage

Consulting, Enterprise SoftwareIndustries

201-500Employees