Professional Services Consultant, Oklahoma

Job Overview

The Professional Services Consultant plays a crucial role in ensuring our customers successfully adopt and utilize Findhelp's social service software solutions to achieve their business objectives. This role focuses on the direct execution of professional service packages, guiding clients through the implementation, configuration, and optimization of our platform.

Responsibilities And Duties

• Platform Adoption & Value Realization
• Work directly with clients to facilitate the successful adoption, configuration, and ongoing utilization of Findhelp's software and professional service offerings.
• Aid clients in defining and tracking achievable goals and milestones for their use of our social service software solutions.
• Conduct detailed needs assessments to accurately capture client requirements and tailor implementation approaches.
• Communicate clear expectations regarding Findhelp's capabilities and the anticipated outcomes for clients.
• Provide comprehensive documentation for service deliverables, timelines, and client responsibilities.
• Deliver effective training sessions and workshops for key client stakeholders to ensure their proficiency and comfort with Findhelp solutions.
• Consultative Support
• Apply foundational industry knowledge to advise clients on effective platform usage and standard best practices.
• Offer guidance on utilizing the platform to support community engagement strategies within nonprofits and social service agencies.
• Help clients integrate Findhelp technology into their existing workflows and processes to improve program quality.
• Collaborate with clients to implement tailored solutions designed to achieve measurable results.
• Support the setting, tracking, and achievement of defined goals for consulting tasks and projects.
• Project Execution
• Execute project plans and tasks diligently, ensuring activities are completed on time and adhere to scope.
• Provide regular updates on project progress to internal and external stakeholders.
• Identify and flag potential project risks or deviations, escalating to senior team members as needed.
• Client Relationship Building
• Build and maintain strong working relationships with day-to-day client contacts and program managers.
• Conduct training programs and workshops tailored to client needs, enhancing their understanding and capabilities.
• Collaborate effectively with internal cross-functional teams (e.g., Customer Success Managers, Product, Support) to resolve client issues and implement solutions.
• Commitment to fostering sustainable change within the state of Oklahoma.
• Significant focus on CBO engagement, partnership development, and training delivery/support within the state of Oklahoma.

Qualifications

• Minimum of 7+ years of experience in a professional services, implementation, client-facing technical support, or similar consulting role, preferably within a SaaS environment.
• Experience working with or closely with government agencies, healthcare organizations, or non-profits is highly desirable.
• Experience working with or within Oklahoma Community-Based Organizations (CBOs).
• Exposure to technology implementations or software rollouts is a plus.
• BS/BA degree or equivalent practical experience.
• Solid understanding of project execution principles.
• Good organizational and time management skills, with the ability to manage multiple client engagements.
• Strong interpersonal skills, capable of building rapport and maintaining effective relationships with clients.
• Excellent communication skills, both written and verbal, with the ability to clearly explain technical concepts.
• Ability to learn quickly and understand new software solutions and their application to business problems.
• A proactive and dedicated team player committed to meeting client expectations.
• Interest in social determinants of health, community organizations, and the intersection of technology with social services.

Perks at Findhelp

• 401k & equity grants
• Free food and onsite gym at our Austin HQ
• Paid parental leave
• Competitive PTO & 10 paid holidays
• Comprehensive Medical, Dental, and Vision insurance with 100% company-paid coverage for employee only coverage
• Dog-friendly office in Austin HQ
• 24/7 access to telemedicine and counseling
• Book Purchasing Program

We Are An Equal Opportunity Employer

We want everyone to be able to easily connect to the help they need, and we want our teams to reflect and represent our communities. It is our policy to recruit, hire, train, and promote individuals, as well as administer any and all Company policies, without regard to age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin or ancestry, physical and mental ability, political affiliation, race, religion, creed, sexual orientation, socio-economic status, veteran status, or any other protected class, in accordance with applicable laws.

Accommodations Are Available For Applicants With Disabilities

If you require accommodations due to a disability during any part of the application process, please email us at [email protected]