Professional Services Consultant - Utah, Texas, or Florida

About the role

Mission The Professional Services Consultant empowers contractors to become heroes in their business by designing and implementing tailored JobNimbus solutions that fit their workflows, accelerate adoption, and drive measurable results. As part of the JobNimbus Professional Services team, you'll blend consultative expertise, industry knowledge, and creative problem-solving to help our customers reach operational excellence. You'll guide new implementations, deliver hands-on training, and act as a trusted advisor - ensuring every customer not only learns JobNimbus but thrives because of it.

Responsibilities

• Lead customized onboarding, workflow design, and data configuration for new and existing customers through remote and onsite engagements.
• Translate customer business processes into scalable JobNimbus workflows, automations, and best practices that improve operational efficiency.
• Listen deeply, diagnose challenges, and guide customers toward practical solutions that align with the JobNimbus platform's capabilities.
• Facilitate engaging workshops, both virtual and in-person, to empower customer teams to adopt and master JobNimbus.
• Partner with Sales, Customer Success, and Product teams to ensure seamless customer handoffs, product feedback loops, and continuous improvement.
• Track deliverables, maintain billable utilization, and ensure all implementations meet quality and timeline standards.
• Conduct onsite sessions and training as required, with up to 50% travel during peak seasons.

Requirements

• 3+ years in a customer-facing role — implementation, consulting, customer success, or account management.
• Strong written and verbal communication skills, including workshop facilitation and storytelling.
• Proven ability to manage multiple projects, deadlines, and customer personalities simultaneously.
• Experience configuring SaaS systems.
• Working knowledge of automation, reporting, and integrations (e.g., QuickBooks, HOVER, Zapier).
• Proficiency in Google Workspace or Microsoft Office Suite.
• Willingness to travel up to 30%.

Skills

• Customer Obsession: lead with empathy, listen deeply to diagnose what a customer actually needs, and communicate with clarity — through workshops, training sessions, or a quick check‑in — so no customer is left guessing how to use JobNimbus.
• Extreme Ownership: own the customer relationship from kickoff to mastery — not just the setup calls. Own engagements, billable utilization, and CSAT score. Notice and adjust plans when workflows aren’t landing or adoption stalls.
• Self Awareness: help prevent the next customer’s problem by sharing feedback with Sales, Customer Success, and Product, flag recurring implementation gaps, and contribute to the playbook.
• Proactive Learning: treat JobNimbus and roofing/construction industry knowledge like a superpower; deepen understanding of the platform, integrations (QuickBooks, HOVER, Zapier), and how contractors run their business to translate workflows into scalable solutions.
• Team Commitment: collaborate closely across Sales, Customer Success, Product, and Partners — following the Bowtie Model — sharing what you learn and lifting up teammates so every stage of the customer journey drives value and retention.

Mentor Matt Nelson - Specialist in hiring amazing people, lover of music, Connect Four, ping pong, tennis, pickleball, photography, celebrating birthdays, the Red Sox, and recruiting.