Solution Expert
(CRM Implementation)

Position: Solution Expert
Department: Customer Success
Location: Remote (TX, GA, FL, NY, CA, WA)
Employer: Confidential (USA Based)
Employment Type: Full-Time Full benefits
Start Date: ASAP
Salary Range: $80k to $100k (Based on exp.)

Overview

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.

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

• 3+ years of proven experience in technical implementation of software/SaaS platforms—mandatory.
• 2+ years in customer-facing roles in SaaS companies—mandatory.
• In-depth technical knowledge of CRM systems (Salesforce, HubSpot, Dynamics)—mandatory.
• Demonstrate hands-on expertise in system setup, customization, technical integrations, software configuration, custom workflows, and API-based integrations—mandatory.
• 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 and billing tools, and systems.
• Familiarity with subscription billing processes.
• Strong project management skills, with the ability to manage complex, cross-functional projects.

Why Join

• Innovative product in high demand.
• Opportunity to work with a leading provider in sales engagement and revenue optimization.
• Collaborative and dynamic work environment.
• Chance to lead projects and make a significant impact on client success.
• Work with a team that values a customer-first approach.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or, in any other manner, discriminate against employees or applicants because they have inquired about, discussed, or disclosed their pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)